WFA
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Wipfli Financial Advisors’s WIX.com WIX Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$43K Buy
+547
New +$37.7K ﹤0.01% 1171

Other funds holding WIX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wipfli Financial Advisors's WIX Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in WIX.com (WIX) in Q3 2022: 547 shares worth $43K. The stake represents ﹤0.01% of the portfolio and ranks #1171 among its holdings.

302 funds tracked by Wall St. Rank hold WIX as of Q3 2022.

  • Wipfli Financial Advisors held 547 shares of WIX.com worth $43K as of Q3 2022.
  • WIX.com was a new Wipfli Financial Advisors position in Q3 2022.
  • WIX.com made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1171 holding.
  • 302 funds tracked by Wall St. Rank held WIX.com as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.