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Spartan Planning & Wealth Management’s Idexx Laboratories IDXX Stock Holding History

Spartan Planning & Wealth Management’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
Q4 		$60.5K Buy
+109
New +$51.2K 0.06% 129
2022
Q4 		$81.2K Buy
+199
New +$77.2K 0.1% 88

Other funds holding IDXX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Spartan Planning & Wealth Management's IDXX Position: Q4 2023 in Review

Spartan Planning & Wealth Management opened a new position in Idexx Laboratories (IDXX) in Q4 2023: 109 shares worth $60.5K. The stake represents 0.06% of the portfolio and ranks #129 among its holdings. This is a return to the name: Spartan Planning & Wealth Management previously reported a position in IDXX as recently as Q4 2022.

Spartan Planning & Wealth Management first reported a position in IDXX in Q4 2022 and has held it in 2 quarters since. The position peaked at $81.2K in Q4 2022. 1,154 funds tracked by Wall St. Rank hold IDXX as of Q4 2023.

  • Spartan Planning & Wealth Management held 109 shares of Idexx Laboratories worth $60.5K as of Q4 2023.
  • Idexx Laboratories was a new Spartan Planning & Wealth Management position in Q4 2023.
  • Idexx Laboratories made up 0.06% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #129 holding.
  • Spartan Planning & Wealth Management first reported a position in Idexx Laboratories in Q4 2022 and has held it in 2 quarters since.
  • Spartan Planning & Wealth Management's Idexx Laboratories position peaked at $81.2K in Q4 2022.
  • 1,154 funds tracked by Wall St. Rank held Idexx Laboratories as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.