TWP
IDXX icon

TFO Wealth Partners’s Idexx Laboratories IDXX Stock Holding History

TFO Wealth Partners’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
2024
Q1 		– Sell
-1
Closed -$555 – 865
2023
Q4 		$555 Hold
1
– – ﹤0.01% 308
2023
Q3 		$502 Buy
+1
New +$499 ﹤0.01% 454
2022
Q3 		– Sell
-3
Closed -$1K – 297
2022
Q2 		$1K Buy
+3
New +$1.22K ﹤0.01% 418

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 $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TFO Wealth Partners's IDXX Position: Q1 2024 in Review

TFO Wealth Partners sold out of Idexx Laboratories (IDXX) in Q1 2024, closing a stake of 1 share — an estimated $555 sold.

TFO Wealth Partners first reported a position in IDXX in Q2 2022 and held it in 3 quarters. The position peaked at $1K in Q2 2022. 1,149 funds tracked by Wall St. Rank hold IDXX as of Q1 2024.

  • TFO Wealth Partners reported no remaining Idexx Laboratories position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Idexx Laboratories share in Q1 2024, an estimated $555.
  • TFO Wealth Partners first reported a position in Idexx Laboratories in Q2 2022 and held it in 3 quarters.
  • TFO Wealth Partners's Idexx Laboratories position peaked at $1K in Q2 2022.
  • 1,149 funds tracked by Wall St. Rank held Idexx Laboratories as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.