IPW
INVX

IronBridge Private Wealth’s Innovex International INVX Stock Holding History

IronBridge Private Wealth’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
Q3 		– Sell
-162
Closed -$5K – 318
2021
Q2 		$5K Hold
162
– – ﹤0.01% 218
2021
Q1 		$5K Hold
162
– – ﹤0.01% 218
2020
Q4 		$5K Buy
+162
New +$4.6K ﹤0.01% 203

Other funds holding INVX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

IronBridge Private Wealth's INVX Position: Q3 2021 in Review

IronBridge Private Wealth sold out of Innovex International (INVX) in Q3 2021, closing a stake of 162 shares — an estimated $5K sold.

IronBridge Private Wealth first reported a position in INVX in Q4 2020 and held it in 3 quarters. The position peaked at $5K in Q2 2021. 158 funds tracked by Wall St. Rank hold INVX as of Q3 2021.

  • IronBridge Private Wealth reported no remaining Innovex International position as of Q3 2021 after selling out during the quarter.
  • IronBridge Private Wealth sold 162 Innovex International shares in Q3 2021, an estimated $5K.
  • IronBridge Private Wealth first reported a position in Innovex International in Q4 2020 and held it in 3 quarters.
  • IronBridge Private Wealth's Innovex International position peaked at $5K in Q2 2021.
  • 158 funds tracked by Wall St. Rank held Innovex International as of Q3 2021.

Based on IronBridge Private Wealth's 13F filing for Q3 2021, filed 12 Jan 2022.