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Valeo Financial Advisors’s WIX.com WIX Stock Holding History

Valeo Financial Advisors’s Portfolio WIX Stock Details WIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-663
Closed -$185K – 1832
2021
Q1 		$185K Buy
663
+103
+18% +$29.4K 0.01% 462
2020
Q4 		$140K Buy
560
+50
+10% +$13.2K 0.01% 491
2020
Q3 		$130K Sell
510
-124
-20% -$34.2K 0.01% 421
2020
Q2 		$162K Buy
634
+387
+157% +$68.6K 0.01% 369
2020
Q1 		$28K Hold
247
– – ﹤0.01% 792
2019
Q4 		$30K Buy
247
+75
+44% +$9.18K ﹤0.01% 819
2019
Q3 		$20K Hold
172
– – ﹤0.01% 855
2019
Q2 		$24K Buy
172
+100
+139% +$13.5K ﹤0.01% 803
2019
Q1 		$9K Buy
72
+9
+14% +$978 ﹤0.01% 1007
2018
Q4 		$6K Buy
63
+14
+29% +$1.32K ﹤0.01% 1041
2018
Q3 		$5K Buy
49
+32
+188% +$3.42K ﹤0.01% 1233
2018
Q2 		$2K Hold
17
– – ﹤0.01% 1391
2018
Q1 		$1K Hold
17
– – ﹤0.01% 1479
2017
Q4 		$1K Buy
17
+3
+21% +$186 ﹤0.01% 1328
2017
Q3 		$1K Buy
+14
New +$931 ﹤0.01% 1135

Other funds holding WIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Valeo Financial Advisors's WIX Position: Q2 2021 in Review

Valeo Financial Advisors sold out of WIX.com (WIX) in Q2 2021, closing a stake of 663 shares — an estimated $185K sold.

Valeo Financial Advisors first reported a position in WIX in Q3 2017 and held it in 15 quarters. The position peaked at $185K in Q1 2021. 403 funds tracked by Wall St. Rank hold WIX as of Q2 2021.

  • Valeo Financial Advisors reported no remaining WIX.com position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 663 WIX.com shares in Q2 2021, an estimated $185K.
  • Valeo Financial Advisors first reported a position in WIX.com in Q3 2017 and held it in 15 quarters.
  • Valeo Financial Advisors's WIX.com position peaked at $185K in Q1 2021.
  • 403 funds tracked by Wall St. Rank held WIX.com as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.