Atria Wealth Solutions’s Ebix Inc EBIX Stock Holding History

Atria Wealth Solutions’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
2023 Q1	–	Sell	-25,860	Closed	-$516K	–	1978
2022 Q4	$516K	Buy	+25,860	New	+$500K	0.01%	1059

Other funds holding EBIX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Atria Wealth Solutions's EBIX Position: Q1 2023 in Review

Atria Wealth Solutions sold out of Ebix Inc (EBIX) in Q1 2023, closing a stake of 25,860 shares — an estimated $516K sold.

Atria Wealth Solutions first reported a position in EBIX in Q4 2022 and held it in 1 quarter. The position peaked at $516K in Q4 2022. 143 funds tracked by Wall St. Rank hold EBIX as of Q1 2023.

Atria Wealth Solutions reported no remaining Ebix Inc position as of Q1 2023 after selling out during the quarter.
Atria Wealth Solutions sold 25,860 Ebix Inc shares in Q1 2023, an estimated $516K.
Atria Wealth Solutions first reported a position in Ebix Inc in Q4 2022 and held it in 1 quarter.
Atria Wealth Solutions's Ebix Inc position peaked at $516K in Q4 2022.
143 funds tracked by Wall St. Rank held Ebix Inc as of Q1 2023.

Based on Atria Wealth Solutions's 13F filing for Q1 2023, filed 10 May 2023.