JA
INVX

JOYN Advisors’s Innovex International INVX Stock Holding History

JOYN 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
2019
Q1 		– Sell
-235
Closed -$7K – 1473
2018
Q4 		$7K Sell
235
-5
-2% -$202 ﹤0.01% 1143
2018
Q3 		$13K Buy
240
+3
+1% +$156 ﹤0.01% 856
2018
Q2 		$12K Buy
237
+226
+2,055% +$10.5K ﹤0.01% 854
2018
Q1 		$0 Buy
+11
New +$538 ﹤0.01% 1432

Other funds holding INVX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

JOYN Advisors's INVX Position: Q1 2019 in Review

JOYN Advisors sold out of Innovex International (INVX) in Q1 2019, closing a stake of 235 shares — an estimated $7K sold.

JOYN Advisors first reported a position in INVX in Q1 2018 and held it in 4 quarters. The position peaked at $13K in Q3 2018. 220 funds tracked by Wall St. Rank hold INVX as of Q1 2019.

  • JOYN Advisors reported no remaining Innovex International position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 235 Innovex International shares in Q1 2019, an estimated $7K.
  • JOYN Advisors first reported a position in Innovex International in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Innovex International position peaked at $13K in Q3 2018.
  • 220 funds tracked by Wall St. Rank held Innovex International as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.