Sutton Wealth Advisors’s Innovex International INVX Stock Holding History

Sutton Wealth Advisors’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
2023 Q1	–	Sell	-807	Closed	-$21.9K	–	1599
2022 Q4	$21.9K	Sell	807 -147	-15%	-$3.5K	0.01%	659
2022 Q3	$18.6K	Buy	954 +1	+0.1%	+$23	0.01%	683
2022 Q2	$24.6K	Hold	953	–	–	0.01%	596
2022 Q1	$35.6K	Hold	953	–	–	0.01%	516
2021 Q4	$18.8K	Buy	+953	New	+$21K	0.01%	722
2021 Q3	–	Sell	-401	Closed	-$13.6K	–	1338
2021 Q2	$13.6K	Hold	401	–	–	0.01%	816
2021 Q1	$13.3K	Hold	401	–	–	0.01%	788
2020 Q4	$11.9K	Buy	+401	New	+$11.4K	0.01%	765
2019 Q4	–	Sell	-655	Closed	-$32.9K	–	1203
2019 Q3	$32.9K	Buy	+655	New	+$32K	0.02%	421
2019 Q2	–	Sell	-266	Closed	-$12.2K	–	1219
2019 Q1	$12.2K	Buy	+266	New	+$10.5K	0.01%	736

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sutton Wealth Advisors's INVX Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Innovex International (INVX) in Q1 2023, closing a stake of 807 shares — an estimated $21.9K sold.

Sutton Wealth Advisors first reported a position in INVX in Q1 2019 and held it in 10 quarters. The position peaked at $35.6K in Q1 2022. 184 funds tracked by Wall St. Rank hold INVX as of Q1 2023.

Sutton Wealth Advisors reported no remaining Innovex International position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 807 Innovex International shares in Q1 2023, an estimated $21.9K.
Sutton Wealth Advisors first reported a position in Innovex International in Q1 2019 and held it in 10 quarters.
Sutton Wealth Advisors's Innovex International position peaked at $35.6K in Q1 2022.
184 funds tracked by Wall St. Rank held Innovex International as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.