IWA
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IBEX Wealth Advisors’s Idexx Laboratories IDXX Stock Holding History

IBEX 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
2021
Q4 		– Sell
-361
Closed -$225K – 304
2021
Q3 		$225K Hold
361
– – 0.04% 166
2021
Q2 		$228K Buy
+361
New +$199K 0.05% 166
2019
Q3 		– Sell
-63
Closed -$17K – 208
2019
Q2 		$17K Buy
+63
New +$15.5K ﹤0.01% 294
2017
Q4 		– Sell
-21,032
Closed -$3.33M – 103
2017
Q3 		$3.33M Sell
21,032
-618
-3% -$97.7K 1.23% 32
2017
Q2 		$3.5M Buy
21,650
+1,968
+10% +$320K 1.38% 25
2017
Q1 		$3.04M Buy
19,682
+858
+5% +$118K 1.88% 22
2016
Q4 		$2.24M Buy
+18,824
New +$2.15M 1.07% 33

Other funds holding IDXX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return