Commonwealth Equity Services
EBIX

Commonwealth Equity Services’s Ebix Inc EBIX Stock Holding History

Commonwealth Equity Services’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
Q3 		– Sell
-6,400
Closed -$216K – 3727
2021
Q2 		$216K Buy
+6,400
New +$198K ﹤0.01% 3211

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Commonwealth Equity Services's EBIX Position: Q3 2021 in Review

Commonwealth Equity Services sold out of Ebix Inc (EBIX) in Q3 2021, closing a stake of 6,400 shares — an estimated $216K sold.

Commonwealth Equity Services first reported a position in EBIX in Q2 2021 and held it in 1 quarter. The position peaked at $216K in Q2 2021. 158 funds tracked by Wall St. Rank hold EBIX as of Q3 2021.

  • Commonwealth Equity Services reported no remaining Ebix Inc position as of Q3 2021 after selling out during the quarter.
  • Commonwealth Equity Services sold 6,400 Ebix Inc shares in Q3 2021, an estimated $216K.
  • Commonwealth Equity Services first reported a position in Ebix Inc in Q2 2021 and held it in 1 quarter.
  • Commonwealth Equity Services's Ebix Inc position peaked at $216K in Q2 2021.
  • 158 funds tracked by Wall St. Rank held Ebix Inc as of Q3 2021.

Based on Commonwealth Equity Services's 13F filing for Q3 2021, filed 29 Oct 2021.