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Milestone Wealth’s Idexx Laboratories IDXX Stock Holding History

Milestone Wealth’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
2022
Q3 		$33K Hold
100
– – 0.04% 130
2022
Q2 		$35K Hold
100
– – 0.04% 127
2022
Q1 		$66K Hold
100
– – 0.05% 109
2021
Q4 		$66K Buy
+100
New +$62.8K 0.05% 109

Other funds holding IDXX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Milestone Wealth's IDXX Position: Q3 2022 in Review

Milestone Wealth held its Idexx Laboratories (IDXX) position steady in Q3 2022 at 100 shares worth $33K. The position accounts for 0.04% of the portfolio, ranked #130.

Milestone Wealth first reported a position in IDXX in Q4 2021 and has held it in 4 quarters since. The position peaked at $66K in Q1 2022. 922 funds tracked by Wall St. Rank hold IDXX as of Q3 2022.

  • Milestone Wealth held 100 shares of Idexx Laboratories worth $33K as of Q3 2022.
  • Milestone Wealth left its Idexx Laboratories share count unchanged in Q3 2022.
  • Idexx Laboratories made up 0.04% of Milestone Wealth's portfolio in Q3 2022, its #130 holding.
  • Milestone Wealth first reported a position in Idexx Laboratories in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Idexx Laboratories position peaked at $66K in Q1 2022.
  • 922 funds tracked by Wall St. Rank held Idexx Laboratories as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.