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Wealthcare Advisory Partners’s WIX.com WIX Stock Holding History

Wealthcare Advisory Partners’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
-145
Closed -$40K – 1871
2021
Q1 		$40K Buy
+145
New +$41.4K ﹤0.01% 952
2020
Q2 		– Sell
-145
Closed -$15K – 1365
2020
Q1 		$15K Hold
145
– – ﹤0.01% 810
2019
Q4 		$18K Hold
145
– – ﹤0.01% 795
2019
Q3 		$17K Buy
145
+45
+45% +$6.26K ﹤0.01% 798
2019
Q2 		$14K Hold
100
– – ﹤0.01% 829
2019
Q1 		$12K Hold
100
– – ﹤0.01% 781
2018
Q4 		$9K Hold
100
– – ﹤0.01% 822
2018
Q3 		$12K Buy
+100
New +$10.7K ﹤0.01% 803

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

Wealthcare Advisory Partners's WIX Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of WIX.com (WIX) in Q2 2021, closing a stake of 145 shares — an estimated $40K sold.

Wealthcare Advisory Partners first reported a position in WIX in Q3 2018 and held it in 8 quarters. The position peaked at $40K in Q1 2021. 403 funds tracked by Wall St. Rank hold WIX as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining WIX.com position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 145 WIX.com shares in Q2 2021, an estimated $40K.
  • Wealthcare Advisory Partners first reported a position in WIX.com in Q3 2018 and held it in 8 quarters.
  • Wealthcare Advisory Partners's WIX.com position peaked at $40K in Q1 2021.
  • 403 funds tracked by Wall St. Rank held WIX.com as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.