AWA
EBIX

Arkadios Wealth Advisors’s Ebix Inc EBIX Stock Holding History

Arkadios Wealth Advisors’s Portfolio EBIX Stock Details EBIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-357
Closed -$9K – 1964
2021
Q3 		$9K Buy
357
+1
+0.3% +$29 ﹤0.01% 1481
2021
Q2 		$12K Buy
356
+1
+0.3% +$31 ﹤0.01% 1490
2021
Q1 		$11K Hold
355
– – ﹤0.01% 1180
2020
Q4 		$13K Buy
+355
New +$9.98K ﹤0.01% 904

Other funds holding EBIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arkadios Wealth Advisors's EBIX Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Ebix Inc (EBIX) in Q4 2021, closing a stake of 357 shares — an estimated $9K sold.

Arkadios Wealth Advisors first reported a position in EBIX in Q4 2020 and held it in 4 quarters. The position peaked at $13K in Q4 2020. 160 funds tracked by Wall St. Rank hold EBIX as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Ebix Inc position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 357 Ebix Inc shares in Q4 2021, an estimated $9K.
  • Arkadios Wealth Advisors first reported a position in Ebix Inc in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Ebix Inc position peaked at $13K in Q4 2020.
  • 160 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.