KFP
INVX

KB Financial Partners’s Innovex International INVX Stock Holding History

KB Financial Partners’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
-145
Closed -$5K – 581
2021
Q2 		$5K Sell
145
-41
-22% -$1.38K ﹤0.01% 490
2021
Q1 		$6K Buy
+186
New +$6.38K ﹤0.01% 499

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

KB Financial Partners's INVX Position: Q3 2021 in Review

KB Financial Partners sold out of Innovex International (INVX) in Q3 2021, closing a stake of 145 shares — an estimated $5K sold.

KB Financial Partners first reported a position in INVX in Q1 2021 and held it in 2 quarters. The position peaked at $6K in Q1 2021. 158 funds tracked by Wall St. Rank hold INVX as of Q3 2021.

  • KB Financial Partners reported no remaining Innovex International position as of Q3 2021 after selling out during the quarter.
  • KB Financial Partners sold 145 Innovex International shares in Q3 2021, an estimated $5K.
  • KB Financial Partners first reported a position in Innovex International in Q1 2021 and held it in 2 quarters.
  • KB Financial Partners's Innovex International position peaked at $6K in Q1 2021.
  • 158 funds tracked by Wall St. Rank held Innovex International as of Q3 2021.

Based on KB Financial Partners's 13F filing for Q3 2021, filed 16 Nov 2021.