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Wagner Wealth Management (South Carolina)’s WIX.com WIX Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q4 		– Sell
-115
Closed -$21K – 710
2021
Q3 		$21K Hold
115
– – 0.02% 364
2021
Q2 		$33K Hold
115
– – 0.02% 319
2021
Q1 		$32K Buy
+115
New +$32.8K 0.03% 293

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Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
MP
Marcho Partners London, United Kingdom $124M AUM 15.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s WIX Position: Q4 2021 in Review

Wagner Wealth Management (South Carolina) sold out of WIX.com (WIX) in Q4 2021, closing a stake of 115 shares — an estimated $21K sold.

Wagner Wealth Management (South Carolina) first reported a position in WIX in Q1 2021 and held it in 3 quarters. The position peaked at $33K in Q2 2021. 351 funds tracked by Wall St. Rank hold WIX as of Q4 2021.

  • Wagner Wealth Management (South Carolina) reported no remaining WIX.com position as of Q4 2021 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 115 WIX.com shares in Q4 2021, an estimated $21K.
  • Wagner Wealth Management (South Carolina) first reported a position in WIX.com in Q1 2021 and held it in 3 quarters.
  • Wagner Wealth Management (South Carolina)'s WIX.com position peaked at $33K in Q2 2021.
  • 351 funds tracked by Wall St. Rank held WIX.com as of Q4 2021.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2021, filed 15 Feb 2022.