EWA
IDXX icon

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 – 376
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 $5.7T AUM 30.48% 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 $12.8B AUM 6.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return