EverSource Wealth Advisors’s Ebix Inc EBIX Stock Holding History

EverSource 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
2022 Q2	–	Sell	-106	Closed	-$3K	–	1962
2022 Q1	$3K	Buy	+106	New	+$3.31K	﹤0.01%	1483

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EverSource Wealth Advisors's EBIX Position: Q2 2022 in Review

EverSource Wealth Advisors sold out of Ebix Inc (EBIX) in Q2 2022, closing a stake of 106 shares — an estimated $3K sold.

EverSource Wealth Advisors first reported a position in EBIX in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 161 funds tracked by Wall St. Rank hold EBIX as of Q2 2022.

EverSource Wealth Advisors reported no remaining Ebix Inc position as of Q2 2022 after selling out during the quarter.
EverSource Wealth Advisors sold 106 Ebix Inc shares in Q2 2022, an estimated $3K.
EverSource Wealth Advisors first reported a position in Ebix Inc in Q1 2022 and held it in 1 quarter.
EverSource Wealth Advisors's Ebix Inc position peaked at $3K in Q1 2022.
161 funds tracked by Wall St. Rank held Ebix Inc as of Q2 2022.

Based on EverSource Wealth Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.