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Avior Wealth Management’s Idexx Laboratories IDXX Stock Holding History

Avior 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
2025
Q1 		– Sell
-60
Closed -$24.8K – 1488
2024
Q4 		$24.8K Buy
60
+5
+9% +$2.19K ﹤0.01% 1361
2024
Q3 		$27.8K Sell
55
-2
-4% -$972 ﹤0.01% 1303
2024
Q2 		$27.8K Sell
57
-131
-70% -$65.8K ﹤0.01% 1276
2024
Q1 		$102K Buy
188
+178
+1,780% +$97.3K ﹤0.01% 954
2023
Q4 		$5.55K Hold
10
– – ﹤0.01% 1117
2023
Q3 		$4.37K Hold
10
– – ﹤0.01% 1231
2023
Q2 		$5.02K Hold
10
– – ﹤0.01% 1164
2023
Q1 		$5K Buy
+10
New +$4.79K ﹤0.01% 1201
2021
Q3 		– Sell
-3
Closed -$1K – 1114
2021
Q2 		$1K Hold
3
– – ﹤0.01% 969
2021
Q1 		$1K Hold
3
– – ﹤0.01% 953
2020
Q4 		$1K Buy
+3
New +$1.34K ﹤0.01% 921

Other funds holding IDXX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Avior Wealth Management's IDXX Position: Q1 2025 in Review

Avior Wealth Management sold out of Idexx Laboratories (IDXX) in Q1 2025, closing a stake of 60 shares — an estimated $24.8K sold.

Avior Wealth Management first reported a position in IDXX in Q4 2020 and held it in 11 quarters. The position peaked at $102K in Q1 2024. 1,144 funds tracked by Wall St. Rank hold IDXX as of Q1 2025.

  • Avior Wealth Management reported no remaining Idexx Laboratories position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 60 Idexx Laboratories shares in Q1 2025, an estimated $24.8K.
  • Avior Wealth Management first reported a position in Idexx Laboratories in Q4 2020 and held it in 11 quarters.
  • Avior Wealth Management's Idexx Laboratories position peaked at $102K in Q1 2024.
  • 1,144 funds tracked by Wall St. Rank held Idexx Laboratories as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.