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Walled Lake Planning & Wealth Management’s WIX.com WIX Stock Holding History

Walled Lake Planning & 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
2021
Q4 		– Sell
-29
Closed -$6K – 313
2021
Q3 		$6K Hold
29
– – ﹤0.01% 286
2021
Q2 		$8K Hold
29
– – 0.01% 261
2021
Q1 		$8K Hold
29
– – 0.01% 253
2020
Q4 		$7K Hold
29
– – 0.01% 235
2020
Q3 		$7K Hold
29
– – 0.01% 242
2020
Q2 		$7K Buy
+29
New +$5.14K 0.01% 233

Other funds holding WIX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
SCM
Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return
MP
Marcho Partners London, United Kingdom $176M AUM 7.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.56B AUM 25.77% 1-Year Est. Return

Walled Lake Planning & Wealth Management's WIX Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of WIX.com (WIX) in Q4 2021, closing a stake of 29 shares — an estimated $6K sold.

Walled Lake Planning & Wealth Management first reported a position in WIX in Q2 2020 and held it in 6 quarters. The position peaked at $8K in Q2 2021. 352 funds tracked by Wall St. Rank hold WIX as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining WIX.com position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 29 WIX.com shares in Q4 2021, an estimated $6K.
  • Walled Lake Planning & Wealth Management first reported a position in WIX.com in Q2 2020 and held it in 6 quarters.
  • Walled Lake Planning & Wealth Management's WIX.com position peaked at $8K in Q2 2021.
  • 352 funds tracked by Wall St. Rank held WIX.com as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.