Strategic Wealth Partners’s Ebix Inc EBIX Stock Holding History

Strategic Wealth Partners’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
2019 Q4	–	Sell	-46	Closed	-$1	–	570
2019 Q3	$1	Buy	+46	New	+$1.93K	﹤0.01%	718

Other funds holding EBIX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SDJVC

St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Strategic Wealth Partners's EBIX Position: Q4 2019 in Review

Strategic Wealth Partners sold out of Ebix Inc (EBIX) in Q4 2019, closing a stake of 46 shares — an estimated $1 sold.

Strategic Wealth Partners first reported a position in EBIX in Q3 2019 and held it in 1 quarter. The position peaked at $1 in Q3 2019. 170 funds tracked by Wall St. Rank hold EBIX as of Q4 2019.

Strategic Wealth Partners reported no remaining Ebix Inc position as of Q4 2019 after selling out during the quarter.
Strategic Wealth Partners sold 46 Ebix Inc shares in Q4 2019, an estimated $1.
Strategic Wealth Partners first reported a position in Ebix Inc in Q3 2019 and held it in 1 quarter.
Strategic Wealth Partners's Ebix Inc position peaked at $1 in Q3 2019.
170 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.