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Accurate Wealth Management’s Idexx Laboratories IDXX Stock Holding History

Accurate Wealth Management’s Portfolio IDXX Stock Details IDXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-46
Closed -$21.6K – 793
2022
Q4 		$21.6K Buy
+46
New +$17.9K 0.01% 662

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Fundsmith LLP
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BAMCO Inc
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Accurate Wealth Management's IDXX Position: Q1 2023 in Review

Accurate Wealth Management sold out of Idexx Laboratories (IDXX) in Q1 2023, closing a stake of 46 shares — an estimated $21.6K sold.

Accurate Wealth Management first reported a position in IDXX in Q4 2022 and held it in 1 quarter. The position peaked at $21.6K in Q4 2022. 1,055 funds tracked by Wall St. Rank hold IDXX as of Q1 2023.

  • Accurate Wealth Management reported no remaining Idexx Laboratories position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 46 Idexx Laboratories shares in Q1 2023, an estimated $21.6K.
  • Accurate Wealth Management first reported a position in Idexx Laboratories in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Idexx Laboratories position peaked at $21.6K in Q4 2022.
  • 1,055 funds tracked by Wall St. Rank held Idexx Laboratories as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.