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VisionPoint Advisory Group’s WIX.com WIX Stock Holding History

VisionPoint Advisory Group’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
2024
Q3 		– Sell
-50
Closed -$7.95K – 783
2024
Q2 		$7.95K Hold
50
– – ﹤0.01% 514
2024
Q1 		$6.87K Hold
50
– – ﹤0.01% 502
2023
Q4 		$6.15K Hold
50
– – ﹤0.01% 467
2023
Q3 		$4.59K Buy
+50
New +$4.47K ﹤0.01% 507

Other funds holding WIX

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

VisionPoint Advisory Group's WIX Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of WIX.com (WIX) in Q3 2024, closing a stake of 50 shares — an estimated $7.95K sold.

VisionPoint Advisory Group first reported a position in WIX in Q3 2023 and held it in 4 quarters. The position peaked at $7.95K in Q2 2024. 387 funds tracked by Wall St. Rank hold WIX as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining WIX.com position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 50 WIX.com shares in Q3 2024, an estimated $7.95K.
  • VisionPoint Advisory Group first reported a position in WIX.com in Q3 2023 and held it in 4 quarters.
  • VisionPoint Advisory Group's WIX.com position peaked at $7.95K in Q2 2024.
  • 387 funds tracked by Wall St. Rank held WIX.com as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.