AA
INVX

Apriem Advisors’s Innovex International INVX Stock Holding History

Apriem Advisors’s Portfolio INVX Stock Details INVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-39
Closed -$2K – 735
2016
Q4 		$2K Hold
39
– – ﹤0.01% 641
2016
Q3 		$2K Buy
+39
New +$2.17K ﹤0.01% 552

Other funds holding INVX

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Apriem Advisors's INVX Position: Q1 2017 in Review

Apriem Advisors sold out of Innovex International (INVX) in Q1 2017, closing a stake of 39 shares — an estimated $2K sold.

Apriem Advisors first reported a position in INVX in Q3 2016 and held it in 2 quarters. The position peaked at $2K in Q4 2016. 253 funds tracked by Wall St. Rank hold INVX as of Q1 2017.

  • Apriem Advisors reported no remaining Innovex International position as of Q1 2017 after selling out during the quarter.
  • Apriem Advisors sold 39 Innovex International shares in Q1 2017, an estimated $2K.
  • Apriem Advisors first reported a position in Innovex International in Q3 2016 and held it in 2 quarters.
  • Apriem Advisors's Innovex International position peaked at $2K in Q4 2016.
  • 253 funds tracked by Wall St. Rank held Innovex International as of Q1 2017.

Based on Apriem Advisors's 13F filing for Q1 2017, filed 15 May 2017.