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Evolution Wealth Advisors’s Idexx Laboratories IDXX Stock Holding History

Evolution 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
2021
Q4 		– Sell
-10
Closed -$6K – 373
2021
Q3 		$6K Hold
10
– – ﹤0.01% 481
2021
Q2 		$6K Hold
10
– – ﹤0.01% 478
2021
Q1 		$5K Hold
10
– – ﹤0.01% 528
2020
Q4 		$5K Hold
10
– – ﹤0.01% 449
2020
Q3 		$4K Hold
10
– – ﹤0.01% 461
2020
Q2 		$3K Buy
+10
New +$2.9K ﹤0.01% 439
2020
Q1 		– Sell
-14
Closed -$4K – 467
2019
Q4 		$4K Buy
+14
New +$3.69K ﹤0.01% 449
2019
Q3 		– Sell
-10
Closed -$3K – 532
2019
Q2 		$3K Buy
+10
New +$2.46K ﹤0.01% 348

Other funds holding IDXX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evolution Wealth Advisors's IDXX Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Idexx Laboratories (IDXX) in Q4 2021, closing a stake of 10 shares — an estimated $6K sold.

Evolution Wealth Advisors first reported a position in IDXX in Q2 2019 and held it in 8 quarters. The position peaked at $6K in Q3 2021. 1,106 funds tracked by Wall St. Rank hold IDXX as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Idexx Laboratories position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 10 Idexx Laboratories shares in Q4 2021, an estimated $6K.
  • Evolution Wealth Advisors first reported a position in Idexx Laboratories in Q2 2019 and held it in 8 quarters.
  • Evolution Wealth Advisors's Idexx Laboratories position peaked at $6K in Q3 2021.
  • 1,106 funds tracked by Wall St. Rank held Idexx Laboratories as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.