MYIA
INVX

Mount Yale Investment Advisors’s Innovex International INVX Stock Holding History

Mount Yale Investment 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
2018
Q4 		– Sell
-1,064
Closed -$46K – 805
2018
Q3 		$46K Sell
1,064
-210
-16% -$11K 0.01% 617
2018
Q2 		$65K Sell
1,274
-456
-26% -$21.3K 0.01% 584
2018
Q1 		$78K Buy
+1,730
New +$84.6K 0.02% 524

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Mount Yale Investment Advisors's INVX Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Innovex International (INVX) in Q4 2018, closing a stake of 1,064 shares — an estimated $46K sold.

Mount Yale Investment Advisors first reported a position in INVX in Q1 2018 and held it in 3 quarters. The position peaked at $78K in Q1 2018. 196 funds tracked by Wall St. Rank hold INVX as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Innovex International position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,064 Innovex International shares in Q4 2018, an estimated $46K.
  • Mount Yale Investment Advisors first reported a position in Innovex International in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Innovex International position peaked at $78K in Q1 2018.
  • 196 funds tracked by Wall St. Rank held Innovex International as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.