WAP
EBIX

Wealthcare Advisory Partners’s Ebix Inc EBIX Stock Holding History

Wealthcare Advisory 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
2021
Q2 		– Sell
-100
Closed -$3K – 2126
2021
Q1 		$3K Buy
+100
New +$3.86K ﹤0.01% 1836
2020
Q2 		– Sell
-100
Closed -$2K – 1541
2020
Q1 		$2K Hold
100
– – ﹤0.01% 1349
2019
Q4 		$3K Hold
100
– – ﹤0.01% 1233
2019
Q3 		$4K Buy
+100
New +$4.2K ﹤0.01% 1128

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Wealthcare Advisory Partners's EBIX Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Ebix Inc (EBIX) in Q2 2021, closing a stake of 100 shares — an estimated $3K sold.

Wealthcare Advisory Partners first reported a position in EBIX in Q3 2019 and held it in 4 quarters. The position peaked at $4K in Q3 2019. 170 funds tracked by Wall St. Rank hold EBIX as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Ebix Inc position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 100 Ebix Inc shares in Q2 2021, an estimated $3K.
  • Wealthcare Advisory Partners first reported a position in Ebix Inc in Q3 2019 and held it in 4 quarters.
  • Wealthcare Advisory Partners's Ebix Inc position peaked at $4K in Q3 2019.
  • 170 funds tracked by Wall St. Rank held Ebix Inc as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.