SWA
EBIX

Sutton Wealth Advisors’s Ebix Inc EBIX Stock Holding History

Sutton Wealth 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
2023
Q1 		– Sell
-9
Closed -$180 – 1669
2022
Q4 		$180 Sell
9
-591
-99% -$11.4K ﹤0.01% 1600
2022
Q3 		$11.4K Buy
600
+213
+55% +$4.69K ﹤0.01% 852
2022
Q2 		$6.54K Sell
387
-11
-3% -$308 ﹤0.01% 1020
2022
Q1 		$13.2K Buy
398
+5
+1% +$156 ﹤0.01% 856
2021
Q4 		$11.9K Buy
393
+6
+2% +$191 ﹤0.01% 877
2021
Q3 		$10.4K Hold
387
– – ﹤0.01% 891
2021
Q2 		$13.1K Hold
387
– – ﹤0.01% 822
2021
Q1 		$12.4K Hold
387
– – ﹤0.01% 813
2020
Q4 		$14.7K Buy
+387
New +$10.9K 0.01% 694
2020
Q3 		– Sell
-526
Closed -$11.8K – 1263
2020
Q2 		$11.8K Buy
526
+286
+119% +$5.89K 0.01% 668
2020
Q1 		$3.64K Sell
240
-194
-45% -$5.53K ﹤0.01% 925
2019
Q4 		$14.5K Buy
434
+190
+78% +$7.02K 0.01% 720
2019
Q3 		$10.3K Sell
244
-384
-61% -$16.1K 0.01% 782
2019
Q2 		$31.5K Hold
628
– – 0.02% 437
2019
Q1 		$31K Buy
628
+384
+157% +$20.2K 0.02% 432
2018
Q4 		$10.4K Hold
244
– – 0.01% 734
2018
Q3 		$19.3K Hold
244
– – 0.01% 605
2018
Q2 		$18.6K Hold
244
– – 0.01% 618
2018
Q1 		$18.2K Hold
244
– – 0.01% 610
2017
Q4 		$19.3K Hold
244
– – 0.01% 567
2017
Q3 		$15.9K Hold
244
– – 0.01% 617
2017
Q2 		$13.2K Hold
244
– – 0.01% 679
2017
Q1 		$14.9K Hold
244
– – 0.01% 606
2016
Q4 		$13.9K Hold
244
– – 0.01% 608
2016
Q3 		$13.9K Hold
244
– – 0.01% 566
2016
Q2 		$11.7K Hold
244
– – 0.01% 584
2016
Q1 		$9.95K Buy
+244
New +$8.52K 0.01% 615

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sutton Wealth Advisors's EBIX Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Ebix Inc (EBIX) in Q1 2023, closing a stake of 9 shares — an estimated $180 sold.

Sutton Wealth Advisors first reported a position in EBIX in Q1 2016 and held it in 27 quarters. The position peaked at $31.5K in Q2 2019. 143 funds tracked by Wall St. Rank hold EBIX as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Ebix Inc position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 9 Ebix Inc shares in Q1 2023, an estimated $180.
  • Sutton Wealth Advisors first reported a position in Ebix Inc in Q1 2016 and held it in 27 quarters.
  • Sutton Wealth Advisors's Ebix Inc position peaked at $31.5K in Q2 2019.
  • 143 funds tracked by Wall St. Rank held Ebix Inc as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.