CM Wealth Advisors’s Idexx Laboratories IDXX Stock Holding History

CM Wealth Advisors’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
2023 Q2	–	Sell	-2,786	Closed	-$1.34M	–	292
2023 Q1	$1.34M	Buy	+2,786	New	+$1.33M	0.26%	100

Other funds holding IDXX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

CM Wealth Advisors's IDXX Position: Q2 2023 in Review

CM Wealth Advisors sold out of Idexx Laboratories (IDXX) in Q2 2023, closing a stake of 2,786 shares — an estimated $1.34M sold.

CM Wealth Advisors first reported a position in IDXX in Q1 2023 and held it in 1 quarter. The position peaked at $1.34M in Q1 2023. 1,068 funds tracked by Wall St. Rank hold IDXX as of Q2 2023.

CM Wealth Advisors reported no remaining Idexx Laboratories position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 2,786 Idexx Laboratories shares in Q2 2023, an estimated $1.34M.
CM Wealth Advisors first reported a position in Idexx Laboratories in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Idexx Laboratories position peaked at $1.34M in Q1 2023.
1,068 funds tracked by Wall St. Rank held Idexx Laboratories as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.