LFA
INVX

LGT Financial Advisors’s Innovex International INVX Stock Holding History

LGT Financial 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
2023
Q4 		– Sell
-95
Closed -$2.68K – 999
2023
Q3 		$2.68K Buy
+95
New +$2.58K ﹤0.01% 751

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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LGT Financial Advisors's INVX Position: Q4 2023 in Review

LGT Financial Advisors sold out of Innovex International (INVX) in Q4 2023, closing a stake of 95 shares — an estimated $2.68K sold.

LGT Financial Advisors first reported a position in INVX in Q3 2023 and held it in 1 quarter. The position peaked at $2.68K in Q3 2023. 166 funds tracked by Wall St. Rank hold INVX as of Q4 2023.

  • LGT Financial Advisors reported no remaining Innovex International position as of Q4 2023 after selling out during the quarter.
  • LGT Financial Advisors sold 95 Innovex International shares in Q4 2023, an estimated $2.68K.
  • LGT Financial Advisors first reported a position in Innovex International in Q3 2023 and held it in 1 quarter.
  • LGT Financial Advisors's Innovex International position peaked at $2.68K in Q3 2023.
  • 166 funds tracked by Wall St. Rank held Innovex International as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.