GWS
EBIX

Glassman Wealth Services’s Ebix Inc EBIX Stock Holding History

Glassman 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
2023
Q3 		– Sell
-20
Closed -$504 – 2096
2023
Q2 		$504 Buy
+20
New +$375 ﹤0.01% 1636
2022
Q2 		– Sell
-12
Closed – – 2141
2022
Q1 		$0 Buy
+12
New +$375 ﹤0.01% 2087
2020
Q1 		– Sell
-10
Closed – – 1771
2019
Q4 		$0 Buy
+10
New +$370 ﹤0.01% 1664
2019
Q3 		– Sell
-7
Closed – – 1574
2019
Q2 		$0 Hold
7
– – ﹤0.01% 1551
2019
Q1 		$0 Hold
7
– – ﹤0.01% 1304
2018
Q4 		$0 Buy
+7
New +$373 ﹤0.01% 1104

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

Glassman Wealth Services's EBIX Position: Q3 2023 in Review

Glassman Wealth Services sold out of Ebix Inc (EBIX) in Q3 2023, closing a stake of 20 shares — an estimated $504 sold.

Glassman Wealth Services first reported a position in EBIX in Q4 2018 and held it in 6 quarters. The position peaked at $504 in Q2 2023. 141 funds tracked by Wall St. Rank hold EBIX as of Q3 2023.

  • Glassman Wealth Services reported no remaining Ebix Inc position as of Q3 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 20 Ebix Inc shares in Q3 2023, an estimated $504.
  • Glassman Wealth Services first reported a position in Ebix Inc in Q4 2018 and held it in 6 quarters.
  • Glassman Wealth Services's Ebix Inc position peaked at $504 in Q2 2023.
  • 141 funds tracked by Wall St. Rank held Ebix Inc as of Q3 2023.

Based on Glassman Wealth Services's 13F filing for Q3 2023, filed 14 Nov 2023.