Archford Capital Strategies’s Innovex International INVX Stock Holding History

Archford Capital Strategies’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
2018 Q3	–	Sell	-14	Closed	-$1K	–	690
2018 Q2	$1K	Hold	14	–	–	﹤0.01%	657
2018 Q1	$1K	Buy	+14	New	+$685	﹤0.01%	622
2017 Q2	–	Sell	-14	Closed	-$1K	–	644
2017 Q1	$1K	Hold	14	–	–	﹤0.01%	684
2016 Q4	$0	Hold	14	–	–	﹤0.01%	758
2016 Q3	$0	Sell	14 -14	-50%	-$781	﹤0.01%	732
2016 Q2	$2K	Buy	+28	New	+$1.69K	﹤0.01%	598
2016 Q1	–	Sell	-52	Closed	-$4K	–	625
2015 Q4	$4K	Hold	52	–	–	﹤0.01%	620
2015 Q3	$4K	Buy	52 +26	+100%	+$1.66K	﹤0.01%	492
2015 Q2	$2K	Hold	26	–	–	﹤0.01%	520
2015 Q1	$1.78K	Hold	26	–	–	﹤0.01%	557
2014 Q4	$2K	Hold	26	–	–	﹤0.01%	548
2014 Q3	$2K	Hold	26	–	–	﹤0.01%	543
2014 Q2	$2.84K	Buy	+26	New	+$2.79K	﹤0.01%	603

Other funds holding INVX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Archford Capital Strategies's INVX Position: Q3 2018 in Review

Archford Capital Strategies sold out of Innovex International (INVX) in Q3 2018, closing a stake of 14 shares — an estimated $1K sold.

Archford Capital Strategies first reported a position in INVX in Q2 2014 and held it in 13 quarters. The position peaked at $4K in Q4 2015. 223 funds tracked by Wall St. Rank hold INVX as of Q3 2018.

Archford Capital Strategies reported no remaining Innovex International position as of Q3 2018 after selling out during the quarter.
Archford Capital Strategies sold 14 Innovex International shares in Q3 2018, an estimated $1K.
Archford Capital Strategies first reported a position in Innovex International in Q2 2014 and held it in 13 quarters.
Archford Capital Strategies's Innovex International position peaked at $4K in Q4 2015.
223 funds tracked by Wall St. Rank held Innovex International as of Q3 2018.

Based on Archford Capital Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.