HGWM
EBIX

Harvest Group Wealth Management’s Ebix Inc EBIX Stock Holding History

Harvest Group Wealth Management’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
Q1 		– Sell
-97
Closed -$4K – 823
2020
Q4 		$4K Hold
97
– – ﹤0.01% 286
2020
Q3 		$2K Hold
97
– – ﹤0.01% 401
2020
Q2 		$2K Hold
97
– – ﹤0.01% 340
2020
Q1 		$1K Buy
+97
New +$2.77K ﹤0.01% 466

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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Harvest Group Wealth Management's EBIX Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Ebix Inc (EBIX) in Q1 2021, closing a stake of 97 shares — an estimated $4K sold.

Harvest Group Wealth Management first reported a position in EBIX in Q1 2020 and held it in 4 quarters. The position peaked at $4K in Q4 2020. 168 funds tracked by Wall St. Rank hold EBIX as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Ebix Inc position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 97 Ebix Inc shares in Q1 2021, an estimated $4K.
  • Harvest Group Wealth Management first reported a position in Ebix Inc in Q1 2020 and held it in 4 quarters.
  • Harvest Group Wealth Management's Ebix Inc position peaked at $4K in Q4 2020.
  • 168 funds tracked by Wall St. Rank held Ebix Inc as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.