SFO
INVX

Standard Family Office’s Innovex International INVX Stock Holding History

Standard Family Office’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
Q3 		– Sell
-2,044
Closed -$69K – 541
2021
Q2 		$69K Buy
2,044
+1,356
+197% +$45.6K 0.01% 221
2021
Q1 		$23K Hold
688
– – 0.01% 289
2020
Q4 		$20K Buy
+688
New +$19.5K ﹤0.01% 291

Other funds holding INVX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Standard Family Office's INVX Position: Q3 2021 in Review

Standard Family Office sold out of Innovex International (INVX) in Q3 2021, closing a stake of 2,044 shares — an estimated $69K sold.

Standard Family Office first reported a position in INVX in Q4 2020 and held it in 3 quarters. The position peaked at $69K in Q2 2021. 158 funds tracked by Wall St. Rank hold INVX as of Q3 2021.

  • Standard Family Office reported no remaining Innovex International position as of Q3 2021 after selling out during the quarter.
  • Standard Family Office sold 2,044 Innovex International shares in Q3 2021, an estimated $69K.
  • Standard Family Office first reported a position in Innovex International in Q4 2020 and held it in 3 quarters.
  • Standard Family Office's Innovex International position peaked at $69K in Q2 2021.
  • 158 funds tracked by Wall St. Rank held Innovex International as of Q3 2021.

Based on Standard Family Office's 13F filing for Q3 2021, filed 15 Nov 2021.