Hantz Financial Services’s Innovex International INVX Stock Holding History

Hantz Financial Services’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
2024 Q3	–	Sell	-118	Closed	-$2K	–	1202
2024 Q2	$2K	Hold	118	–	–	﹤0.01%	975
2024 Q1	$3K	Sell	118 -39	-25%	-$853	﹤0.01%	1036
2023 Q4	$4K	Hold	157	–	–	﹤0.01%	961
2023 Q3	$4K	Hold	157	–	–	﹤0.01%	952
2023 Q2	$4K	Hold	157	–	–	﹤0.01%	927
2023 Q1	$5K	Hold	157	–	–	﹤0.01%	906
2022 Q4	$4K	Hold	157	–	–	﹤0.01%	912
2022 Q3	$3K	Sell	157 -65	-29%	-$1.51K	﹤0.01%	933
2022 Q2	$6K	Sell	222 -44	-17%	-$1.34K	﹤0.01%	832
2022 Q1	$10K	Hold	266	–	–	﹤0.01%	793
2021 Q4	$5K	Sell	266 -182	-41%	-$4.01K	﹤0.01%	770
2021 Q3	$11K	Hold	448	–	–	﹤0.01%	688
2021 Q2	$15K	Sell	448 -15,404	-97%	-$518K	﹤0.01%	642
2021 Q1	$527K	Buy	15,852 +4,467	+39%	+$153K	0.02%	363
2020 Q4	$337K	Buy	+11,385	New	+$323K	0.02%	365

Other funds holding INVX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hantz Financial Services's INVX Position: Q3 2024 in Review

Hantz Financial Services sold out of Innovex International (INVX) in Q3 2024, closing a stake of 118 shares — an estimated $2K sold.

Hantz Financial Services first reported a position in INVX in Q4 2020 and held it in 15 quarters. The position peaked at $527K in Q1 2021. 171 funds tracked by Wall St. Rank hold INVX as of Q3 2024.

Hantz Financial Services reported no remaining Innovex International position as of Q3 2024 after selling out during the quarter.
Hantz Financial Services sold 118 Innovex International shares in Q3 2024, an estimated $2K.
Hantz Financial Services first reported a position in Innovex International in Q4 2020 and held it in 15 quarters.
Hantz Financial Services's Innovex International position peaked at $527K in Q1 2021.
171 funds tracked by Wall St. Rank held Innovex International as of Q3 2024.

Based on Hantz Financial Services's 13F filing for Q3 2024, filed 14 Nov 2024.