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First Personal Financial Services’s Idexx Laboratories IDXX Stock Holding History

First Personal Financial Services’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
Q3 		$506 Buy
+1
New +$486 ﹤0.01% 396
2020
Q1 		– Sell
-5
Closed -$1K – 406
2019
Q4 		$1K Sell
5
-76
-94% -$20K ﹤0.01% 442
2019
Q3 		$22K Hold
81
– – 0.01% 317
2019
Q2 		$22K Buy
81
+5
+7% +$1.23K 0.01% 390
2019
Q1 		$17K Buy
76
+18
+31% +$3.72K 0.01% 425
2018
Q4 		$11K Buy
58
+38
+190% +$7.79K ﹤0.01% 456
2018
Q3 		$5K Buy
+20
New +$4.86K ﹤0.01% 596
2018
Q2 		– Sell
-372
Closed -$71K – 791
2018
Q1 		$71K Sell
372
-284
-43% -$52.4K 0.02% 364
2017
Q4 		$103K Buy
656
+26
+4% +$4.09K 0.02% 338
2017
Q3 		$98K Hold
630
– – 0.02% 322
2017
Q2 		$102K Sell
630
-122
-16% -$19.8K 0.02% 314
2017
Q1 		$116K Hold
752
– – 0.03% 264
2016
Q4 		$88K Buy
752
+29
+4% +$3.31K 0.02% 301
2016
Q3 		$82K Buy
723
+45
+7% +$4.74K 0.02% 224
2016
Q2 		$63K Buy
+678
New +$58.2K 0.02% 236

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Fundsmith LLP
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Geode Capital Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Personal Financial Services's IDXX Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Idexx Laboratories (IDXX) in Q3 2024: 1 share worth $506. The stake represents ﹤0.01% of the portfolio and ranks #396 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in IDXX as recently as Q4 2019.

First Personal Financial Services first reported a position in IDXX in Q2 2016 and has held it in 15 quarters since. The position peaked at $116K in Q1 2017. 1,115 funds tracked by Wall St. Rank hold IDXX as of Q3 2024.

  • First Personal Financial Services held 1 share of Idexx Laboratories worth $506 as of Q3 2024.
  • Idexx Laboratories was a new First Personal Financial Services position in Q3 2024.
  • Idexx Laboratories made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #396 holding.
  • First Personal Financial Services first reported a position in Idexx Laboratories in Q2 2016 and has held it in 15 quarters since.
  • First Personal Financial Services's Idexx Laboratories position peaked at $116K in Q1 2017.
  • 1,115 funds tracked by Wall St. Rank held Idexx Laboratories as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.