PWMG
EBIX

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

Prestige Wealth Management Group’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
Q3 		– Sell
-173
Closed -$3K – 1116
2022
Q2 		$3K Sell
173
-123
-42% -$3.44K ﹤0.01% 721
2022
Q1 		$10K Sell
296
-23
-7% -$718 ﹤0.01% 475
2021
Q4 		$10K Hold
319
– – ﹤0.01% 492
2021
Q3 		$9K Hold
319
– – ﹤0.01% 518
2021
Q2 		$11K Sell
319
-5
-2% -$155 ﹤0.01% 475
2021
Q1 		$10K Sell
324
-249
-43% -$9.61K ﹤0.01% 485
2020
Q4 		$22K Buy
+573
New +$16.1K 0.01% 345

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Prestige Wealth Management Group's EBIX Position: Q3 2022 in Review

Prestige Wealth Management Group sold out of Ebix Inc (EBIX) in Q3 2022, closing a stake of 173 shares — an estimated $3K sold.

Prestige Wealth Management Group first reported a position in EBIX in Q4 2020 and held it in 7 quarters. The position peaked at $22K in Q4 2020. 159 funds tracked by Wall St. Rank hold EBIX as of Q3 2022.

  • Prestige Wealth Management Group reported no remaining Ebix Inc position as of Q3 2022 after selling out during the quarter.
  • Prestige Wealth Management Group sold 173 Ebix Inc shares in Q3 2022, an estimated $3K.
  • Prestige Wealth Management Group first reported a position in Ebix Inc in Q4 2020 and held it in 7 quarters.
  • Prestige Wealth Management Group's Ebix Inc position peaked at $22K in Q4 2020.
  • 159 funds tracked by Wall St. Rank held Ebix Inc as of Q3 2022.

Based on Prestige Wealth Management Group's 13F filing for Q3 2022, filed 1 Nov 2022.