BRWA
EBIX

B. Riley Wealth Advisors’s Ebix Inc EBIX Stock Holding History

B. Riley 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
2023
Q1 		– Sell
-13,186
Closed -$263K – 1649
2022
Q4 		$263K Buy
+13,186
New +$255K 0.01% 1104
2014
Q3 		– Sell
-100
Closed -$1.43K – 2510
2014
Q2 		$1.43K Buy
+100
New +$1.55K ﹤0.01% 2267

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

B. Riley Wealth Advisors's EBIX Position: Q1 2023 in Review

B. Riley Wealth Advisors sold out of Ebix Inc (EBIX) in Q1 2023, closing a stake of 13,186 shares — an estimated $263K sold.

B. Riley Wealth Advisors first reported a position in EBIX in Q2 2014 and held it in 2 quarters. The position peaked at $263K in Q4 2022. 143 funds tracked by Wall St. Rank hold EBIX as of Q1 2023.

  • B. Riley Wealth Advisors reported no remaining Ebix Inc position as of Q1 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 13,186 Ebix Inc shares in Q1 2023, an estimated $263K.
  • B. Riley Wealth Advisors first reported a position in Ebix Inc in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Ebix Inc position peaked at $263K in Q4 2022.
  • 143 funds tracked by Wall St. Rank held Ebix Inc as of Q1 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2023, filed 17 May 2023.