TCI Wealth Advisors’s Ebix Inc EBIX Stock Holding History

TCI 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	-201	Closed	-$4.01K	–	2699
2022 Q4	$4.01K	Buy	201 +13	+7%	+$252	﹤0.01%	1673
2022 Q3	$4K	Hold	188	–	–	﹤0.01%	1715
2022 Q2	$3K	Buy	188 +75	+66%	+$2.1K	﹤0.01%	1956
2022 Q1	$4K	Buy	+113	New	+$3.53K	﹤0.01%	1846
2021 Q3	–	Sell	-59	Closed	-$2K	–	2693
2021 Q2	$2K	Buy	+59	New	+$1.83K	﹤0.01%	2164
2019 Q4	–	Sell	-44	Closed	-$2K	–	1771
2019 Q3	$2K	Hold	44	–	–	﹤0.01%	1205
2019 Q2	$2K	Hold	44	–	–	﹤0.01%	1120
2019 Q1	$2K	Hold	44	–	–	﹤0.01%	1131
2018 Q4	$2K	Hold	44	–	–	﹤0.01%	1119
2018 Q3	$3K	Hold	44	–	–	﹤0.01%	986
2018 Q2	$3K	Hold	44	–	–	﹤0.01%	1013
2018 Q1	$3K	Hold	44	–	–	﹤0.01%	919
2017 Q4	$3K	Hold	44	–	–	﹤0.01%	972
2017 Q3	$3K	Hold	44	–	–	﹤0.01%	911
2017 Q2	$2K	Hold	44	–	–	﹤0.01%	1069
2017 Q1	$3K	Hold	44	–	–	﹤0.01%	897
2016 Q4	$3K	Hold	44	–	–	﹤0.01%	974
2016 Q3	$3K	Hold	44	–	–	﹤0.01%	927
2016 Q2	$2K	Hold	44	–	–	﹤0.01%	1007
2016 Q1	$2K	Buy	+44	New	+$1.54K	﹤0.01%	1022
2015 Q4	–	Sell	-100	Closed	-$2K	–	1142
2015 Q3	$2K	Hold	100	–	–	﹤0.01%	856
2015 Q2	$3K	Buy	+100	New	+$3.21K	﹤0.01%	774

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

SDJVC

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Ebix Inc (EBIX) in Q1 2023, closing a stake of 201 shares — an estimated $4.01K sold.

TCI Wealth Advisors first reported a position in EBIX in Q2 2015 and held it in 22 quarters. The position peaked at $4.01K in Q4 2022. 143 funds tracked by Wall St. Rank hold EBIX as of Q1 2023.

TCI Wealth Advisors reported no remaining Ebix Inc position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 201 Ebix Inc shares in Q1 2023, an estimated $4.01K.
TCI Wealth Advisors first reported a position in Ebix Inc in Q2 2015 and held it in 22 quarters.
TCI Wealth Advisors's Ebix Inc position peaked at $4.01K in Q4 2022.
143 funds tracked by Wall St. Rank held Ebix Inc as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.