Berman Capital Advisors’s Innovex International INVX Stock Holding History

Berman Capital 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	$1K	Buy	+53	New	+$1.41K	﹤0.01%	1996
2020 Q1	–	Sell	-74	Closed	-$3K	–	1703
2019 Q4	$3K	Hold	74	–	–	﹤0.01%	1144
2019 Q3	$3K	Buy	+74	New	+$3.61K	﹤0.01%	1118
2019 Q1	–	Sell	-40	Closed	-$1K	–	1503
2018 Q4	$1K	Buy	+40	New	+$1.61K	﹤0.01%	1086

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

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

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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 Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Berman Capital Advisors's INVX Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in Innovex International (INVX) in Q3 2021: 53 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1996 among its holdings. This is a return to the name: Berman Capital Advisors previously reported a position in INVX as recently as Q4 2019.

Berman Capital Advisors first reported a position in INVX in Q4 2018 and has held it in 4 quarters since. The position peaked at $3K in Q4 2019. 159 funds tracked by Wall St. Rank hold INVX as of Q3 2021.

Berman Capital Advisors held 53 shares of Innovex International worth $1K as of Q3 2021.
Innovex International was a new Berman Capital Advisors position in Q3 2021.
Innovex International made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1996 holding.
Berman Capital Advisors first reported a position in Innovex International in Q4 2018 and has held it in 4 quarters since.
Berman Capital Advisors's Innovex International position peaked at $3K in Q4 2019.
159 funds tracked by Wall St. Rank held Innovex International as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.