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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 $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return