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Venturi Wealth Management’s WIX.com WIX Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-51
Closed -$10.9K – 1847
2024
Q4 		$10.9K Sell
51
-1
-2% -$191 ﹤0.01% 1410
2024
Q3 		$8.69K Sell
52
-21
-29% -$3.38K ﹤0.01% 1227
2024
Q2 		$11.6K Sell
73
-36
-33% -$5.17K ﹤0.01% 1073
2024
Q1 		$15K Buy
109
+75
+221% +$9.87K ﹤0.01% 817
2023
Q4 		$4.18K Buy
34
+3
+10% +$289 ﹤0.01% 1066
2023
Q3 		$2.85K Buy
+31
New +$2.77K ﹤0.01% 1101

Other funds holding WIX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Venturi Wealth Management's WIX Position: Q1 2025 in Review

Venturi Wealth Management sold out of WIX.com (WIX) in Q1 2025, closing a stake of 51 shares — an estimated $10.9K sold.

Venturi Wealth Management first reported a position in WIX in Q3 2023 and held it in 6 quarters. The position peaked at $15K in Q1 2024. 413 funds tracked by Wall St. Rank hold WIX as of Q1 2025.

  • Venturi Wealth Management reported no remaining WIX.com position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 51 WIX.com shares in Q1 2025, an estimated $10.9K.
  • Venturi Wealth Management first reported a position in WIX.com in Q3 2023 and held it in 6 quarters.
  • Venturi Wealth Management's WIX.com position peaked at $15K in Q1 2024.
  • 413 funds tracked by Wall St. Rank held WIX.com as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.