PWPS
EBIX

Pinnacle Wealth Planning Services’s Ebix Inc EBIX Stock Holding History

Pinnacle Wealth Planning 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
2021
Q1 		– Sell
-23
Closed -$1K – 2316
2020
Q4 		$1K Buy
+23
New +$647 ﹤0.01% 2241

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

Pinnacle Wealth Planning Services's EBIX Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Ebix Inc (EBIX) in Q1 2021, closing a stake of 23 shares — an estimated $1K sold.

Pinnacle Wealth Planning Services first reported a position in EBIX in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 168 funds tracked by Wall St. Rank hold EBIX as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Ebix Inc position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 23 Ebix Inc shares in Q1 2021, an estimated $1K.
  • Pinnacle Wealth Planning Services first reported a position in Ebix Inc in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Ebix Inc position peaked at $1K in Q4 2020.
  • 168 funds tracked by Wall St. Rank held Ebix Inc as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.