CWA
EBIX

Clearview Wealth Advisors’s Ebix Inc EBIX Stock Holding History

Clearview 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
Q3 		– Sell
-44
Closed -$1.11K – 698
2023
Q2 		$1.11K Buy
44
+10
+29% +$188 ﹤0.01% 595
2023
Q1 		$448 Buy
+34
New +$591 ﹤0.01% 619

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Clearview Wealth Advisors's EBIX Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Ebix Inc (EBIX) in Q3 2023, closing a stake of 44 shares — an estimated $1.11K sold.

Clearview Wealth Advisors first reported a position in EBIX in Q1 2023 and held it in 2 quarters. The position peaked at $1.11K in Q2 2023. 141 funds tracked by Wall St. Rank hold EBIX as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Ebix Inc position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 44 Ebix Inc shares in Q3 2023, an estimated $1.11K.
  • Clearview Wealth Advisors first reported a position in Ebix Inc in Q1 2023 and held it in 2 quarters.
  • Clearview Wealth Advisors's Ebix Inc position peaked at $1.11K in Q2 2023.
  • 141 funds tracked by Wall St. Rank held Ebix Inc as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.