CFD
INVX

Creative Financial Designs’s Innovex International INVX Stock Holding History

Creative Financial Designs’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
Q1 		– Sell
-10
Closed – – 1373
2020
Q4 		$0 Hold
10
– – ﹤0.01% 1308
2020
Q3 		$0 Hold
10
– – ﹤0.01% 1310
2020
Q2 		$0 Buy
+10
New +$307 ﹤0.01% 1202
2018
Q4 		– Sell
-10
Closed -$1K – 776
2018
Q3 		$1K Hold
10
– – ﹤0.01% 726
2018
Q2 		$1K Hold
10
– – ﹤0.01% 737
2018
Q1 		$0 Hold
10
– – ﹤0.01% 768
2017
Q4 		$0 Hold
10
– – ﹤0.01% 797
2017
Q3 		$0 Hold
10
– – ﹤0.01% 827
2017
Q2 		$0 Hold
10
– – ﹤0.01% 844
2017
Q1 		$1K Hold
10
– – ﹤0.01% 686
2016
Q4 		$1K Buy
+10
New +$557 ﹤0.01% 698

Other funds holding INVX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Creative Financial Designs's INVX Position: Q1 2021 in Review

Creative Financial Designs sold out of Innovex International (INVX) in Q1 2021, closing a stake of 10 shares.

Creative Financial Designs first reported a position in INVX in Q4 2016 and held it in 11 quarters. The position peaked at $1K in Q3 2018. 167 funds tracked by Wall St. Rank hold INVX as of Q1 2021.

  • Creative Financial Designs reported no remaining Innovex International position as of Q1 2021 after selling out during the quarter.
  • Creative Financial Designs sold 10 Innovex International shares in Q1 2021.
  • Creative Financial Designs first reported a position in Innovex International in Q4 2016 and held it in 11 quarters.
  • Creative Financial Designs's Innovex International position peaked at $1K in Q3 2018.
  • 167 funds tracked by Wall St. Rank held Innovex International as of Q1 2021.

Based on Creative Financial Designs's 13F filing for Q1 2021, filed 19 Apr 2021.