THWM
EBIX

Taylor Hoffman Wealth Management’s Ebix Inc EBIX Stock Holding History

Taylor Hoffman Wealth Management’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
2020
Q1 		– Sell
-221
Closed -$7K – 422
2019
Q4 		$7K Buy
+221
New +$8.17K ﹤0.01% 341

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
Fidelity Investments
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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Taylor Hoffman Wealth Management's EBIX Position: Q1 2020 in Review

Taylor Hoffman Wealth Management sold out of Ebix Inc (EBIX) in Q1 2020, closing a stake of 221 shares — an estimated $7K sold.

Taylor Hoffman Wealth Management first reported a position in EBIX in Q4 2019 and held it in 1 quarter. The position peaked at $7K in Q4 2019. 157 funds tracked by Wall St. Rank hold EBIX as of Q1 2020.

  • Taylor Hoffman Wealth Management reported no remaining Ebix Inc position as of Q1 2020 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 221 Ebix Inc shares in Q1 2020, an estimated $7K.
  • Taylor Hoffman Wealth Management first reported a position in Ebix Inc in Q4 2019 and held it in 1 quarter.
  • Taylor Hoffman Wealth Management's Ebix Inc position peaked at $7K in Q4 2019.
  • 157 funds tracked by Wall St. Rank held Ebix Inc as of Q1 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q1 2020, filed 12 May 2020.