TWA
INVX

TCI Wealth Advisors’s Innovex International INVX Stock Holding History

TCI 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
2022
Q4 		– Sell
-253
Closed -$5K – 2672
2022
Q3 		$5K Buy
253
+76
+43% +$1.76K ﹤0.01% 1537
2022
Q2 		$5K Hold
177
– – ﹤0.01% 1553
2022
Q1 		$6K Buy
177
+91
+106% +$2.61K ﹤0.01% 1479
2021
Q4 		$2K Sell
86
-188
-69% -$4.14K ﹤0.01% 2134
2021
Q3 		$7K Buy
274
+162
+145% +$4.3K ﹤0.01% 1394
2021
Q2 		$4K Buy
112
+20
+22% +$673 ﹤0.01% 1656
2021
Q1 		$3K Buy
92
+48
+109% +$1.65K ﹤0.01% 1614
2020
Q4 		$1K Buy
44
+36
+450% +$1.02K ﹤0.01% 1480
2020
Q3 		$0 Buy
+8
New +$255 ﹤0.01% 1678
2020
Q2 		– Sell
-59
Closed -$2K – 1697
2020
Q1 		$2K Buy
59
+21
+55% +$820 ﹤0.01% 1128
2019
Q4 		$2K Buy
38
+19
+100% +$870 ﹤0.01% 1234
2019
Q3 		$1K Hold
19
– – ﹤0.01% 1415
2019
Q2 		$1K Buy
+19
New +$826 ﹤0.01% 1336
2015
Q2 		– Sell
-15
Closed -$1K – 1013
2015
Q1 		$1K Buy
+15
New +$1.08K ﹤0.01% 843

Other funds holding INVX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

TCI Wealth Advisors's INVX Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Innovex International (INVX) in Q4 2022, closing a stake of 253 shares — an estimated $5K sold.

TCI Wealth Advisors first reported a position in INVX in Q1 2015 and held it in 14 quarters. The position peaked at $7K in Q3 2021. 182 funds tracked by Wall St. Rank hold INVX as of Q4 2022.

  • TCI Wealth Advisors reported no remaining Innovex International position as of Q4 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 253 Innovex International shares in Q4 2022, an estimated $5K.
  • TCI Wealth Advisors first reported a position in Innovex International in Q1 2015 and held it in 14 quarters.
  • TCI Wealth Advisors's Innovex International position peaked at $7K in Q3 2021.
  • 182 funds tracked by Wall St. Rank held Innovex International as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.