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Resurgent Financial Advisors’s Idexx Laboratories IDXX Stock Holding History

Resurgent Financial 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
2024
Q1 		– Sell
-47
Closed -$26.1K – 324
2023
Q4 		$26.1K Sell
47
-6
-11% -$2.82K 0.02% 446
2023
Q3 		$23.2K Buy
53
+3
+6% +$1.5K 0.02% 456
2023
Q2 		$25.1K Sell
50
-1
-2% -$479 0.02% 454
2023
Q1 		$25.5K Sell
51
-25
-33% -$12K 0.02% 444
2022
Q4 		$31K Buy
+76
New +$29.5K 0.02% 525

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Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Geode Capital Management
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BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Resurgent Financial Advisors's IDXX Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Idexx Laboratories (IDXX) in Q1 2024, closing a stake of 47 shares — an estimated $26.1K sold.

Resurgent Financial Advisors first reported a position in IDXX in Q4 2022 and held it in 5 quarters. The position peaked at $31K in Q4 2022. 1,149 funds tracked by Wall St. Rank hold IDXX as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Idexx Laboratories position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 47 Idexx Laboratories shares in Q1 2024, an estimated $26.1K.
  • Resurgent Financial Advisors first reported a position in Idexx Laboratories in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's Idexx Laboratories position peaked at $31K in Q4 2022.
  • 1,149 funds tracked by Wall St. Rank held Idexx Laboratories as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.