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Regal Investment Advisors’s Idexx Laboratories IDXX Stock Holding History

Regal Investment 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
2023
Q3 		– Sell
-433
Closed -$217K – 513
2023
Q2 		$217K Buy
433
+4
+0.9% +$1.92K 0.02% 463
2023
Q1 		$214K Buy
+429
New +$205K 0.02% 468

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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Regal Investment Advisors's IDXX Position: Q3 2023 in Review

Regal Investment Advisors sold out of Idexx Laboratories (IDXX) in Q3 2023, closing a stake of 433 shares — an estimated $217K sold.

Regal Investment Advisors first reported a position in IDXX in Q1 2023 and held it in 2 quarters. The position peaked at $217K in Q2 2023. 1,059 funds tracked by Wall St. Rank hold IDXX as of Q3 2023.

  • Regal Investment Advisors reported no remaining Idexx Laboratories position as of Q3 2023 after selling out during the quarter.
  • Regal Investment Advisors sold 433 Idexx Laboratories shares in Q3 2023, an estimated $217K.
  • Regal Investment Advisors first reported a position in Idexx Laboratories in Q1 2023 and held it in 2 quarters.
  • Regal Investment Advisors's Idexx Laboratories position peaked at $217K in Q2 2023.
  • 1,059 funds tracked by Wall St. Rank held Idexx Laboratories as of Q3 2023.

Based on Regal Investment Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.