BF
INVX

BOK Financial’s Innovex International INVX Stock Holding History

BOK Financial’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
Q4 		– Sell
-23
Closed -$342 – 1473
2024
Q3 		$342 Buy
+23
New +$369 ﹤0.01% 1265
2022
Q2 		– Sell
-24,552
Closed -$917K – 1001
2022
Q1 		$917K Buy
+24,552
New +$705K 0.02% 600
2017
Q4 		– Sell
-5,580
Closed -$246K – 1140
2017
Q3 		$246K Sell
5,580
-640
-10% -$27.8K 0.01% 829
2017
Q2 		$303K Sell
6,220
-15,557
-71% -$803K 0.01% 749
2017
Q1 		$1.19M Buy
21,777
+3,433
+19% +$205K 0.04% 446
2016
Q4 		$1.1M Buy
18,344
+1,783
+11% +$99.2K 0.04% 445
2016
Q3 		$923K Sell
16,561
-1,999
-11% -$111K 0.03% 492
2016
Q2 		$1.08M Sell
18,560
-2,464
-12% -$149K 0.04% 430
2016
Q1 		$1.27M Buy
21,024
+2,966
+16% +$165K 0.05% 376
2015
Q4 		$1.07M Sell
18,058
-31
-0.2% -$1.92K 0.04% 421
2015
Q3 		$1.05M Sell
18,089
-22,835
-56% -$1.45M 0.04% 411
2015
Q2 		$3.08M Sell
40,924
-740
-2% -$55.7K 0.1% 226
2015
Q1 		$2.85M Buy
41,664
+16,663
+67% +$1.2M 0.1% 250
2014
Q4 		$1.92M Buy
25,001
+18,951
+313% +$1.58M 0.07% 307
2014
Q3 		$541K Sell
6,050
-230
-4% -$22.9K 0.02% 561
2014
Q2 		$686K Sell
6,280
-39
-0.6% -$4.19K 0.02% 537
2014
Q1 		$708K Sell
6,319
-73
-1% -$7.56K 0.02% 526
2013
Q4 		$703K Sell
6,392
-574
-8% -$64.9K 0.02% 527
2013
Q3 		$799K Buy
+6,966
New +$712K 0.03% 460

Other funds holding INVX

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
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
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
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 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

BOK Financial's INVX Position: Q4 2024 in Review

BOK Financial sold out of Innovex International (INVX) in Q4 2024, closing a stake of 23 shares — an estimated $342 sold.

BOK Financial first reported a position in INVX in Q3 2013 and held it in 19 quarters. The position peaked at $3.08M in Q2 2015. 168 funds tracked by Wall St. Rank hold INVX as of Q4 2024.

  • BOK Financial reported no remaining Innovex International position as of Q4 2024 after selling out during the quarter.
  • BOK Financial sold 23 Innovex International shares in Q4 2024, an estimated $342.
  • BOK Financial first reported a position in Innovex International in Q3 2013 and held it in 19 quarters.
  • BOK Financial's Innovex International position peaked at $3.08M in Q2 2015.
  • 168 funds tracked by Wall St. Rank held Innovex International as of Q4 2024.

Based on BOK Financial's 13F filing for Q4 2024, filed 14 Feb 2025.