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Sowell Financial Services’s Innovex International INVX Stock Holding History

Sowell Financial 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
2021
Q1 		– Sell
-46
Closed -$1K – 3324
2020
Q4 		$1K Buy
46
+38
+475% +$1.08K ﹤0.01% 2639
2020
Q3 		$0 Hold
8
– – ﹤0.01% 2737
2020
Q2 		$0 Hold
8
– – ﹤0.01% 2699
2020
Q1 		$0 Hold
8
– – ﹤0.01% 2734
2019
Q4 		$0 Sell
8
-30
-79% -$1.37K ﹤0.01% 2679
2019
Q3 		$2K Buy
+38
New +$1.85K ﹤0.01% 2149

Other funds holding INVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Sowell Financial Services's INVX Position: Q1 2021 in Review

Sowell Financial Services sold out of Innovex International (INVX) in Q1 2021, closing a stake of 46 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in INVX in Q3 2019 and held it in 6 quarters. The position peaked at $2K in Q3 2019. 168 funds tracked by Wall St. Rank hold INVX as of Q1 2021.

  • Sowell Financial Services reported no remaining Innovex International position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 46 Innovex International shares in Q1 2021, an estimated $1K.
  • Sowell Financial Services first reported a position in Innovex International in Q3 2019 and held it in 6 quarters.
  • Sowell Financial Services's Innovex International position peaked at $2K in Q3 2019.
  • 168 funds tracked by Wall St. Rank held Innovex International as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.