PWA
IDXX icon

Phoenix Wealth Advisors’s Idexx Laboratories IDXX Stock Holding History

Phoenix Wealth Advisors’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
Q1 		– Sell
-974
Closed -$641K – 110
2021
Q4 		$641K Sell
974
-153
-14% -$96K 0.48% 53
2021
Q3 		$701K Buy
+1,127
New +$757K 0.52% 51

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Phoenix Wealth Advisors's IDXX Position: Q1 2022 in Review

Phoenix Wealth Advisors sold out of Idexx Laboratories (IDXX) in Q1 2022, closing a stake of 974 shares — an estimated $641K sold.

Phoenix Wealth Advisors first reported a position in IDXX in Q3 2021 and held it in 2 quarters. The position peaked at $701K in Q3 2021. 1,032 funds tracked by Wall St. Rank hold IDXX as of Q1 2022.

  • Phoenix Wealth Advisors reported no remaining Idexx Laboratories position as of Q1 2022 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 974 Idexx Laboratories shares in Q1 2022, an estimated $641K.
  • Phoenix Wealth Advisors first reported a position in Idexx Laboratories in Q3 2021 and held it in 2 quarters.
  • Phoenix Wealth Advisors's Idexx Laboratories position peaked at $701K in Q3 2021.
  • 1,032 funds tracked by Wall St. Rank held Idexx Laboratories as of Q1 2022.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.