AWA
INVX

Arkadios Wealth Advisors’s Innovex International INVX Stock Holding History

Arkadios Wealth 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
2021
Q3 		– Sell
-121
Closed -$4K – 2084
2021
Q2 		$4K Buy
+121
New +$4.07K ﹤0.01% 1792

Other funds holding INVX

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BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Arkadios Wealth Advisors's INVX Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of Innovex International (INVX) in Q3 2021, closing a stake of 121 shares — an estimated $4K sold.

Arkadios Wealth Advisors first reported a position in INVX in Q2 2021 and held it in 1 quarter. The position peaked at $4K in Q2 2021. 158 funds tracked by Wall St. Rank hold INVX as of Q3 2021.

  • Arkadios Wealth Advisors reported no remaining Innovex International position as of Q3 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 121 Innovex International shares in Q3 2021, an estimated $4K.
  • Arkadios Wealth Advisors first reported a position in Innovex International in Q2 2021 and held it in 1 quarter.
  • Arkadios Wealth Advisors's Innovex International position peaked at $4K in Q2 2021.
  • 158 funds tracked by Wall St. Rank held Innovex International as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.