LWA
INVX

Lenox Wealth Advisors’s Innovex International INVX Stock Holding History

Lenox 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
2020
Q2 		– Sell
-33
Closed -$1K – 816
2020
Q1 		$1K Buy
+33
New +$1.29K ﹤0.01% 740
2019
Q2 		– Sell
-22
Closed -$1K – 590
2019
Q1 		$1K Buy
+22
New +$864 ﹤0.01% 590
2018
Q2 		– Sell
-9
Closed – – 659
2018
Q1 		$0 Buy
+9
New +$440 ﹤0.01% 567

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Lenox Wealth Advisors's INVX Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Innovex International (INVX) in Q2 2020, closing a stake of 33 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in INVX in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q1 2020. 187 funds tracked by Wall St. Rank hold INVX as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Innovex International position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 33 Innovex International shares in Q2 2020, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Innovex International in Q1 2018 and held it in 3 quarters.
  • Lenox Wealth Advisors's Innovex International position peaked at $1K in Q1 2020.
  • 187 funds tracked by Wall St. Rank held Innovex International as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.