Confluence Wealth Services’s Ebix Inc EBIX Stock Holding History

Confluence Wealth 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
2022 Q1	–	Sell	-183	Closed	-$5K	–	1296
2021 Q4	$5K	Buy	+183	New	+$5.84K	﹤0.01%	1069

Other funds holding EBIX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Confluence Wealth Services's EBIX Position: Q1 2022 in Review

Confluence Wealth Services sold out of Ebix Inc (EBIX) in Q1 2022, closing a stake of 183 shares — an estimated $5K sold.

Confluence Wealth Services first reported a position in EBIX in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 178 funds tracked by Wall St. Rank hold EBIX as of Q1 2022.

Confluence Wealth Services reported no remaining Ebix Inc position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 183 Ebix Inc shares in Q1 2022, an estimated $5K.
Confluence Wealth Services first reported a position in Ebix Inc in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's Ebix Inc position peaked at $5K in Q4 2021.
178 funds tracked by Wall St. Rank held Ebix Inc as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.