GKWIM
INVX

Gerber Kawasaki Wealth & Investment Management’s Innovex International INVX Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-950
Closed -$23K – 1160
2021
Q3 		$23K Buy
+950
New +$25.2K ﹤0.01% 475

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 $34B AUM 6.31% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's INVX Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Innovex International (INVX) in Q4 2021, closing a stake of 950 shares — an estimated $23K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in INVX in Q3 2021 and held it in 1 quarter. The position peaked at $23K in Q3 2021. 176 funds tracked by Wall St. Rank hold INVX as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Innovex International position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 950 Innovex International shares in Q4 2021, an estimated $23K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Innovex International in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Innovex International position peaked at $23K in Q3 2021.
  • 176 funds tracked by Wall St. Rank held Innovex International as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.