LWP
INVX

Laurel Wealth Planning’s Innovex International INVX Stock Holding History

Laurel Wealth Planning’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
2023
Q1 		– Sell
-2,600
Closed -$70.6K – 213
2022
Q4 		$70.6K Hold
2,600
– – 0.05% 95
2022
Q3 		$51K Hold
2,600
– – 0.04% 101
2022
Q2 		$67K Hold
2,600
– – 0.05% 100
2022
Q1 		$97K Buy
+2,600
New +$74.6K 0.07% 95

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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Laurel Wealth Planning's INVX Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Innovex International (INVX) in Q1 2023, closing a stake of 2,600 shares — an estimated $70.6K sold.

Laurel Wealth Planning first reported a position in INVX in Q1 2022 and held it in 4 quarters. The position peaked at $97K in Q1 2022. 184 funds tracked by Wall St. Rank hold INVX as of Q1 2023.

  • Laurel Wealth Planning reported no remaining Innovex International position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 2,600 Innovex International shares in Q1 2023, an estimated $70.6K.
  • Laurel Wealth Planning first reported a position in Innovex International in Q1 2022 and held it in 4 quarters.
  • Laurel Wealth Planning's Innovex International position peaked at $97K in Q1 2022.
  • 184 funds tracked by Wall St. Rank held Innovex International as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.