FGAM
INVX

Financial Gravity Asset Management’s Innovex International INVX Stock Holding History

Financial Gravity Asset Management’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
2019
Q4 		$47K Hold
8
– – 0.03% 683
2019
Q3 		$0 Hold
8
– – ﹤0.01% 1595
2019
Q2 		$0 Buy
+8
New +$348 ﹤0.01% 1715

Other funds holding INVX

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Financial Gravity Asset Management's INVX Position: Q4 2019 in Review

Financial Gravity Asset Management held its Innovex International (INVX) position steady in Q4 2019 at 8 shares worth $47K. The position accounts for 0.03% of the portfolio, ranked #683.

Financial Gravity Asset Management first reported a position in INVX in Q2 2019 and has held it in 3 quarters since. 223 funds tracked by Wall St. Rank hold INVX as of Q4 2019.

  • Financial Gravity Asset Management held 8 shares of Innovex International worth $47K as of Q4 2019.
  • Financial Gravity Asset Management left its Innovex International share count unchanged in Q4 2019.
  • Innovex International made up 0.03% of Financial Gravity Asset Management's portfolio in Q4 2019, its #683 holding.
  • Financial Gravity Asset Management first reported a position in Innovex International in Q2 2019 and has held it in 3 quarters since.
  • 223 funds tracked by Wall St. Rank held Innovex International as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.