WAM
EBIX

Wealthspire Advisors (Maryland)’s Ebix Inc EBIX Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-59
Closed -$3K – 2497
2019
Q1 		$3K Hold
59
– – ﹤0.01% 2101
2018
Q4 		$3K Buy
59
+6
+11% +$320 ﹤0.01% 2039
2018
Q3 		$4K Hold
53
– – ﹤0.01% 1984
2018
Q2 		$4K Hold
53
– – ﹤0.01% 1958
2018
Q1 		$4K Hold
53
– – ﹤0.01% 1977
2017
Q4 		$4K Buy
+53
New +$3.85K ﹤0.01% 1957

Other funds holding EBIX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
PCP
P2 Capital Partners New York $210M AUM 1.23% 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
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
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EBIX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Ebix Inc (EBIX) in Q2 2019, closing a stake of 59 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in EBIX in Q4 2017 and held it in 6 quarters. The position peaked at $4K in Q3 2018. 188 funds tracked by Wall St. Rank hold EBIX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Ebix Inc position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 59 Ebix Inc shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Ebix Inc in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Ebix Inc position peaked at $4K in Q3 2018.
  • 188 funds tracked by Wall St. Rank held Ebix Inc as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.