WFA
EBIX

Wipfli Financial Advisors’s Ebix Inc EBIX Stock Holding History

Wipfli Financial 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
2022
Q3 		$2K Buy
+89
New +$1.96K ﹤0.01% 2354

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wipfli Financial Advisors's EBIX Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Ebix Inc (EBIX) in Q3 2022: 89 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #2354 among its holdings.

159 funds tracked by Wall St. Rank hold EBIX as of Q3 2022.

  • Wipfli Financial Advisors held 89 shares of Ebix Inc worth $2K as of Q3 2022.
  • Ebix Inc was a new Wipfli Financial Advisors position in Q3 2022.
  • Ebix Inc made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2354 holding.
  • 159 funds tracked by Wall St. Rank held Ebix Inc as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.