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Summit Wealth Group’s Idexx Laboratories IDXX Stock Holding History

Summit Wealth Group’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
Q2 		– Sell
-28,004
Closed – – 164
2023
Q1 		$0 Buy
+28,004
New +$13.4M ﹤0.01% 203
2021
Q3 		– Sell
-250
Closed -$158K – 134
2021
Q2 		$158K Hold
250
– – 0.23% 31
2021
Q1 		$122K Buy
+250
New +$125K 0.2% 27

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Fundsmith LLP
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BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Summit Wealth Group's IDXX Position: Q2 2023 in Review

Summit Wealth Group sold out of Idexx Laboratories (IDXX) in Q2 2023, closing a stake of 28,004 shares.

Summit Wealth Group first reported a position in IDXX in Q1 2021 and held it in 3 quarters. The position peaked at $158K in Q2 2021. 1,068 funds tracked by Wall St. Rank hold IDXX as of Q2 2023.

  • Summit Wealth Group reported no remaining Idexx Laboratories position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 28,004 Idexx Laboratories shares in Q2 2023.
  • Summit Wealth Group first reported a position in Idexx Laboratories in Q1 2021 and held it in 3 quarters.
  • Summit Wealth Group's Idexx Laboratories position peaked at $158K in Q2 2021.
  • 1,068 funds tracked by Wall St. Rank held Idexx Laboratories as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.