Legacy Financial Group (Iowa)
IDXX icon

Legacy Financial Group (Iowa)’s Idexx Laboratories IDXX Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio IDXX Stock Details IDXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-286
Closed -$125K – 241
2023
Q3 		$125K Buy
+286
New +$143K 0.03% 116

Other funds holding IDXX

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legacy Financial Group (Iowa)'s IDXX Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Idexx Laboratories (IDXX) in Q4 2023, closing a stake of 286 shares — an estimated $125K sold.

Legacy Financial Group (Iowa) first reported a position in IDXX in Q3 2023 and held it in 1 quarter. The position peaked at $125K in Q3 2023. 1,153 funds tracked by Wall St. Rank hold IDXX as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Idexx Laboratories position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 286 Idexx Laboratories shares in Q4 2023, an estimated $125K.
  • Legacy Financial Group (Iowa) first reported a position in Idexx Laboratories in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Idexx Laboratories position peaked at $125K in Q3 2023.
  • 1,153 funds tracked by Wall St. Rank held Idexx Laboratories as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.