Corient Private Wealth
INVX

Corient Private Wealth’s Innovex International INVX Stock Holding History

Corient Private Wealth’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
-13,122
Closed -$193K – 2568
2024
Q3 		$193K Buy
+13,122
New +$211K ﹤0.01% 2231
2024
Q1 		– Sell
-8,762
Closed -$204K – 2380
2023
Q4 		$204K Buy
+8,762
New +$206K ﹤0.01% 2068

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

Corient Private Wealth's INVX Position: Q4 2024 in Review

Corient Private Wealth sold out of Innovex International (INVX) in Q4 2024, closing a stake of 13,122 shares — an estimated $193K sold.

Corient Private Wealth first reported a position in INVX in Q4 2023 and held it in 2 quarters. The position peaked at $204K in Q4 2023. 168 funds tracked by Wall St. Rank hold INVX as of Q4 2024.

  • Corient Private Wealth reported no remaining Innovex International position as of Q4 2024 after selling out during the quarter.
  • Corient Private Wealth sold 13,122 Innovex International shares in Q4 2024, an estimated $193K.
  • Corient Private Wealth first reported a position in Innovex International in Q4 2023 and held it in 2 quarters.
  • Corient Private Wealth's Innovex International position peaked at $204K in Q4 2023.
  • 168 funds tracked by Wall St. Rank held Innovex International as of Q4 2024.

Based on Corient Private Wealth's 13F filing for Q4 2024, filed 10 Feb 2025.