AWM
EBIX

Atticus Wealth Management’s Ebix Inc EBIX Stock Holding History

Atticus Wealth Management’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
-3,000
Closed -$59.9K – 593
2022
Q4 		$59.9K Hold
3,000
– – 0.02% 233
2022
Q3 		$51K Hold
3,000
– – 0.02% 228
2022
Q2 		$51K Hold
3,000
– – 0.02% 248
2022
Q1 		$99K Buy
+3,000
New +$93.7K 0.04% 199

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Atticus Wealth Management's EBIX Position: Q1 2023 in Review

Atticus Wealth Management sold out of Ebix Inc (EBIX) in Q1 2023, closing a stake of 3,000 shares — an estimated $59.9K sold.

Atticus Wealth Management first reported a position in EBIX in Q1 2022 and held it in 4 quarters. The position peaked at $99K in Q1 2022. 143 funds tracked by Wall St. Rank hold EBIX as of Q1 2023.

  • Atticus Wealth Management reported no remaining Ebix Inc position as of Q1 2023 after selling out during the quarter.
  • Atticus Wealth Management sold 3,000 Ebix Inc shares in Q1 2023, an estimated $59.9K.
  • Atticus Wealth Management first reported a position in Ebix Inc in Q1 2022 and held it in 4 quarters.
  • Atticus Wealth Management's Ebix Inc position peaked at $99K in Q1 2022.
  • 143 funds tracked by Wall St. Rank held Ebix Inc as of Q1 2023.

Based on Atticus Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.