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WESPAC Advisors SoCal’s WIX.com WIX Stock Holding History

WESPAC Advisors SoCal’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
2018
Q4 		– Sell
-250
Closed -$29K – 373
2018
Q3 		$29K Buy
+250
New +$26.7K 0.01% 159
2018
Q2 		– Sell
-250
Closed -$19K – 251
2018
Q1 		$19K Hold
250
– – 0.01% 170
2017
Q4 		$14K Hold
250
– – 0.01% 177
2017
Q3 		$17K Hold
250
– – 0.01% 177
2017
Q2 		$17K Hold
250
– – 0.01% 165
2017
Q1 		$17K Hold
250
– – 0.01% 161
2016
Q4 		$11.1K Hold
250
– – 0.01% 179
2016
Q3 		$10.9K Sell
250
-250
-50% -$9.53K 0.01% 195
2016
Q2 		$15.2K Buy
+500
New +$12.8K 0.01% 174

Other funds holding WIX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
SCM
Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

WESPAC Advisors SoCal's WIX Position: Q4 2018 in Review

WESPAC Advisors SoCal sold out of WIX.com (WIX) in Q4 2018, closing a stake of 250 shares — an estimated $29K sold.

WESPAC Advisors SoCal first reported a position in WIX in Q2 2016 and held it in 9 quarters. The position peaked at $29K in Q3 2018. 231 funds tracked by Wall St. Rank hold WIX as of Q4 2018.

  • WESPAC Advisors SoCal reported no remaining WIX.com position as of Q4 2018 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 250 WIX.com shares in Q4 2018, an estimated $29K.
  • WESPAC Advisors SoCal first reported a position in WIX.com in Q2 2016 and held it in 9 quarters.
  • WESPAC Advisors SoCal's WIX.com position peaked at $29K in Q3 2018.
  • 231 funds tracked by Wall St. Rank held WIX.com as of Q4 2018.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2018, filed 7 Feb 2019.