PMFA
INVX

Plante Moran Financial Advisors’s Innovex International INVX Stock Holding History

Plante Moran 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
2017
Q2 		– Sell
-9
Closed – – 912
2017
Q1 		$0 Buy
+9
New +$538 ﹤0.01% 1054
2015
Q1 		– Sell
-119
Closed -$9K – 812
2014
Q4 		$9K Hold
119
– – 0.01% 567
2014
Q3 		$11K Hold
119
– – 0.01% 524
2014
Q2 		$13K Hold
119
– – 0.01% 467
2014
Q1 		$13K Hold
119
– – 0.01% 317
2013
Q4 		$13K Hold
119
– – 0.01% 411
2013
Q3 		$14K Hold
119
– – 0.01% 337
2013
Q2 		$11K Buy
+119
New +$10.4K 0.01% 334

Other funds holding INVX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return