BAM
EBIX

Belpointe Asset Management’s Ebix Inc EBIX Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-204
Closed -$2.69K – 3713
2023
Q1 		$2.69K Hold
204
– – ﹤0.01% 3228
2022
Q4 		$4.07K Buy
+204
New +$3.95K ﹤0.01% 3007

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Belpointe Asset Management's EBIX Position: Q2 2023 in Review

Belpointe Asset Management sold out of Ebix Inc (EBIX) in Q2 2023, closing a stake of 204 shares — an estimated $2.69K sold.

Belpointe Asset Management first reported a position in EBIX in Q4 2022 and held it in 2 quarters. The position peaked at $4.07K in Q4 2022. 144 funds tracked by Wall St. Rank hold EBIX as of Q2 2023.

  • Belpointe Asset Management reported no remaining Ebix Inc position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 204 Ebix Inc shares in Q2 2023, an estimated $2.69K.
  • Belpointe Asset Management first reported a position in Ebix Inc in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Ebix Inc position peaked at $4.07K in Q4 2022.
  • 144 funds tracked by Wall St. Rank held Ebix Inc as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.