GDP
INVX

Great Diamond Partners’s Innovex International INVX Stock Holding History

Great Diamond Partners’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
2020
Q1 		– Sell
-441
Closed -$20K – 623
2019
Q4 		$20K Buy
+441
New +$20.2K 0.01% 485

Other funds holding INVX

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Vanguard Group
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Great Diamond Partners's INVX Position: Q1 2020 in Review

Great Diamond Partners sold out of Innovex International (INVX) in Q1 2020, closing a stake of 441 shares — an estimated $20K sold.

Great Diamond Partners first reported a position in INVX in Q4 2019 and held it in 1 quarter. The position peaked at $20K in Q4 2019. 191 funds tracked by Wall St. Rank hold INVX as of Q1 2020.

  • Great Diamond Partners reported no remaining Innovex International position as of Q1 2020 after selling out during the quarter.
  • Great Diamond Partners sold 441 Innovex International shares in Q1 2020, an estimated $20K.
  • Great Diamond Partners first reported a position in Innovex International in Q4 2019 and held it in 1 quarter.
  • Great Diamond Partners's Innovex International position peaked at $20K in Q4 2019.
  • 191 funds tracked by Wall St. Rank held Innovex International as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.