JWA
INVX

JFS Wealth Advisors’s Innovex International INVX Stock Holding History

JFS Wealth Advisors’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
2014
Q4 		– Sell
-27
Closed -$2K – 543
2014
Q3 		$2K Sell
27
-4
-13% -$399 ﹤0.01% 446
2014
Q2 		$3K Buy
+31
New +$3.33K ﹤0.01% 414

Other funds holding INVX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JFS Wealth Advisors's INVX Position: Q4 2014 in Review

JFS Wealth Advisors sold out of Innovex International (INVX) in Q4 2014, closing a stake of 27 shares — an estimated $2K sold.

JFS Wealth Advisors first reported a position in INVX in Q2 2014 and held it in 2 quarters. The position peaked at $3K in Q2 2014. 254 funds tracked by Wall St. Rank hold INVX as of Q4 2014.

  • JFS Wealth Advisors reported no remaining Innovex International position as of Q4 2014 after selling out during the quarter.
  • JFS Wealth Advisors sold 27 Innovex International shares in Q4 2014, an estimated $2K.
  • JFS Wealth Advisors first reported a position in Innovex International in Q2 2014 and held it in 2 quarters.
  • JFS Wealth Advisors's Innovex International position peaked at $3K in Q2 2014.
  • 254 funds tracked by Wall St. Rank held Innovex International as of Q4 2014.

Based on JFS Wealth Advisors's 13F filing for Q4 2014, filed 23 Jan 2015.