Carson Wealth (CWM LLC)
EBIX

Carson Wealth (CWM LLC)’s Ebix Inc EBIX Stock Holding History

Carson Wealth (CWM LLC)’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
Q4 		– Sell
-500
Closed -$5K – 4678
2023
Q3 		$5K Buy
500
+395
+376% +$7.68K ﹤0.01% 3518
2023
Q2 		$3K Buy
105
+26
+33% +$488 ﹤0.01% 3738
2023
Q1 		$1K Sell
79
-151
-66% -$2.63K ﹤0.01% 4000
2022
Q4 		$5K Buy
230
+208
+945% +$4.02K ﹤0.01% 3249
2022
Q3 		$0 Hold
22
– – ﹤0.01% 4351
2022
Q2 		$0 Buy
+22
New +$616 ﹤0.01% 4260
2019
Q1 		– Sell
-200
Closed -$9K – 3491
2018
Q4 		$9K Hold
200
– – ﹤0.01% 1394
2018
Q3 		$16K Hold
200
– – ﹤0.01% 1027
2018
Q2 		$15K Hold
200
– – ﹤0.01% 902
2018
Q1 		$15K Hold
200
– – ﹤0.01% 775
2017
Q4 		$16K Hold
200
– – ﹤0.01% 764
2017
Q3 		$13K Hold
200
– – ﹤0.01% 836
2017
Q2 		$11K Hold
200
– – ﹤0.01% 770
2017
Q1 		$12K Hold
200
– – ﹤0.01% 717
2016
Q4 		$11K Hold
200
– – ﹤0.01% 721
2016
Q3 		$11K Buy
+200
New +$10.9K ﹤0.01% 692

Other funds holding EBIX

Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DTL
Dynamic Technology Lab Singapore $615M AUM 11.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EBIX Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of Ebix Inc (EBIX) in Q4 2023, closing a stake of 500 shares — an estimated $5K sold.

Carson Wealth (CWM LLC) first reported a position in EBIX in Q3 2016 and held it in 16 quarters. The position peaked at $16K in Q3 2018. 10 funds tracked by Wall St. Rank hold EBIX as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining Ebix Inc position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 500 Ebix Inc shares in Q4 2023, an estimated $5K.
  • Carson Wealth (CWM LLC) first reported a position in Ebix Inc in Q3 2016 and held it in 16 quarters.
  • Carson Wealth (CWM LLC)'s Ebix Inc position peaked at $16K in Q3 2018.
  • 10 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.