Financial Synergies Wealth Advisors’s Idexx Laboratories IDXX Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-2	Closed	-$1.08K	–	243
2024 Q1	$1.08K	Sell	2 -22	-92%	-$12K	﹤0.01%	399
2023 Q4	$9.79K	Buy	24 +2	+9%	+$939	﹤0.01%	188
2023 Q3	$9.62K	Hold	22	–	–	﹤0.01%	238
2023 Q2	$11.1K	Sell	22 -1	-4%	-$479	﹤0.01%	222
2023 Q1	$11.5K	Sell	23 -1	-4%	-$479	﹤0.01%	229
2022 Q4	$9.79K	Hold	24	–	–	﹤0.01%	188
2022 Q3	$7.82K	Hold	24	–	–	﹤0.01%	175
2022 Q2	$8.42K	Buy	+24	New	+$9.79K	﹤0.01%	179

Other funds holding IDXX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Financial Synergies Wealth Advisors's IDXX Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Idexx Laboratories (IDXX) in Q2 2024, closing a stake of 2 shares — an estimated $1.08K sold.

Financial Synergies Wealth Advisors first reported a position in IDXX in Q2 2022 and held it in 8 quarters. The position peaked at $11.5K in Q1 2023. 1,110 funds tracked by Wall St. Rank hold IDXX as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Idexx Laboratories position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 2 Idexx Laboratories shares in Q2 2024, an estimated $1.08K.
Financial Synergies Wealth Advisors first reported a position in Idexx Laboratories in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Idexx Laboratories position peaked at $11.5K in Q1 2023.
1,110 funds tracked by Wall St. Rank held Idexx Laboratories as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.