HFA
EBIX

HC Financial Advisors’s Ebix Inc EBIX Stock Holding History

HC Financial 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
2021
Q3 		– Sell
-100
Closed -$3K – 373
2021
Q2 		$3K Hold
100
– – ﹤0.01% 311
2021
Q1 		$3K Hold
100
– – ﹤0.01% 318
2020
Q4 		$4K Hold
100
– – ﹤0.01% 318
2020
Q3 		$2K Hold
100
– – ﹤0.01% 352
2020
Q2 		$2K Hold
100
– – ﹤0.01% 329
2020
Q1 		$2K Buy
+100
New +$2.85K ﹤0.01% 366

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

HC Financial Advisors's EBIX Position: Q3 2021 in Review

HC Financial Advisors sold out of Ebix Inc (EBIX) in Q3 2021, closing a stake of 100 shares — an estimated $3K sold.

HC Financial Advisors first reported a position in EBIX in Q1 2020 and held it in 6 quarters. The position peaked at $4K in Q4 2020. 158 funds tracked by Wall St. Rank hold EBIX as of Q3 2021.

  • HC Financial Advisors reported no remaining Ebix Inc position as of Q3 2021 after selling out during the quarter.
  • HC Financial Advisors sold 100 Ebix Inc shares in Q3 2021, an estimated $3K.
  • HC Financial Advisors first reported a position in Ebix Inc in Q1 2020 and held it in 6 quarters.
  • HC Financial Advisors's Ebix Inc position peaked at $4K in Q4 2020.
  • 158 funds tracked by Wall St. Rank held Ebix Inc as of Q3 2021.

Based on HC Financial Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.