AWM
INVX

Avior Wealth Management’s Innovex International INVX Stock Holding History

Avior Wealth Management’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
2024
Q2 		– Sell
-6
Closed -$135 – 3792
2024
Q1 		$135 Buy
+6
New +$131 ﹤0.01% 3053

Other funds holding INVX

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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Avior Wealth Management's INVX Position: Q2 2024 in Review

Avior Wealth Management sold out of Innovex International (INVX) in Q2 2024, closing a stake of 6 shares — an estimated $135 sold.

Avior Wealth Management first reported a position in INVX in Q1 2024 and held it in 1 quarter. The position peaked at $135 in Q1 2024. 177 funds tracked by Wall St. Rank hold INVX as of Q2 2024.

  • Avior Wealth Management reported no remaining Innovex International position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 6 Innovex International shares in Q2 2024, an estimated $135.
  • Avior Wealth Management first reported a position in Innovex International in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Innovex International position peaked at $135 in Q1 2024.
  • 177 funds tracked by Wall St. Rank held Innovex International as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.