Shine Investment Advisory Services’s Innovex International INVX Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$26K	Hold	1,066	–	–	0.01%	411
2020 Q2	$32K	Hold	1,066	–	–	0.01%	389
2020 Q1	$33K	Hold	1,066	–	–	0.02%	338
2019 Q4	$50K	Buy	1,066 +158	+17%	+$7.24K	0.02%	325
2019 Q3	$46K	Hold	908	–	–	0.02%	326
2019 Q2	$44K	Sell	908 -128	-12%	-$5.57K	0.02%	327
2019 Q1	$48K	Hold	1,036	–	–	0.02%	309
2018 Q4	$31K	Hold	1,036	–	–	0.02%	363
2018 Q3	$54K	Hold	1,036	–	–	0.03%	281
2018 Q2	$53K	Hold	1,036	–	–	0.03%	296
2018 Q1	$46K	Hold	1,036	–	–	0.02%	319
2017 Q4	$49K	Hold	1,036	–	–	0.02%	315
2017 Q3	$46K	Sell	1,036 -283	-21%	-$12.3K	0.02%	316
2017 Q2	$64K	Buy	+1,319	New	+$68K	0.03%	233

Other funds holding INVX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Shine Investment Advisory Services's INVX Position: Q3 2020 in Review

Shine Investment Advisory Services held its Innovex International (INVX) position steady in Q3 2020 at 1,066 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #411.

Shine Investment Advisory Services first reported a position in INVX in Q2 2017 and has held it in 14 quarters since. The position peaked at $64K in Q2 2017. 173 funds tracked by Wall St. Rank hold INVX as of Q3 2020.

Shine Investment Advisory Services held 1,066 shares of Innovex International worth $26K as of Q3 2020.
Shine Investment Advisory Services left its Innovex International share count unchanged in Q3 2020.
Innovex International made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #411 holding.
Shine Investment Advisory Services first reported a position in Innovex International in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Innovex International position peaked at $64K in Q2 2017.
173 funds tracked by Wall St. Rank held Innovex International as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.