CTFG
EBIX

Capstone Triton Financial Group’s Ebix Inc EBIX Stock Holding History

Capstone Triton Financial Group’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
Q1 		– Sell
-266
Closed -$10K – 349
2020
Q4 		$10K Buy
+266
New +$7.48K 0.01% 349

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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capstone Triton Financial Group's EBIX Position: Q1 2021 in Review

Capstone Triton Financial Group sold out of Ebix Inc (EBIX) in Q1 2021, closing a stake of 266 shares — an estimated $10K sold.

Capstone Triton Financial Group first reported a position in EBIX in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 168 funds tracked by Wall St. Rank hold EBIX as of Q1 2021.

  • Capstone Triton Financial Group reported no remaining Ebix Inc position as of Q1 2021 after selling out during the quarter.
  • Capstone Triton Financial Group sold 266 Ebix Inc shares in Q1 2021, an estimated $10K.
  • Capstone Triton Financial Group first reported a position in Ebix Inc in Q4 2020 and held it in 1 quarter.
  • Capstone Triton Financial Group's Ebix Inc position peaked at $10K in Q4 2020.
  • 168 funds tracked by Wall St. Rank held Ebix Inc as of Q1 2021.

Based on Capstone Triton Financial Group's 13F filing for Q1 2021, filed 17 May 2021.