WP
IDXX icon

WealthPLAN Partners’s Idexx Laboratories IDXX Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-5
Closed -$2.51K – 684
2023
Q2 		$2.51K Buy
+5
New +$2.4K ﹤0.01% 1044
2016
Q3 		$3.05K Sell
27
-27
-50% -$2.85K ﹤0.01% 800
2016
Q2 		$2.51K Buy
+54
New +$4.64K ﹤0.01% 2198

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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

WealthPLAN Partners's IDXX Position: Q3 2023 in Review

WealthPLAN Partners sold out of Idexx Laboratories (IDXX) in Q3 2023, closing a stake of 5 shares — an estimated $2.51K sold.

WealthPLAN Partners first reported a position in IDXX in Q2 2016 and held it in 3 quarters. The position peaked at $3.05K in Q3 2016. 1,059 funds tracked by Wall St. Rank hold IDXX as of Q3 2023.

  • WealthPLAN Partners reported no remaining Idexx Laboratories position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 5 Idexx Laboratories shares in Q3 2023, an estimated $2.51K.
  • WealthPLAN Partners first reported a position in Idexx Laboratories in Q2 2016 and held it in 3 quarters.
  • WealthPLAN Partners's Idexx Laboratories position peaked at $3.05K in Q3 2016.
  • 1,059 funds tracked by Wall St. Rank held Idexx Laboratories as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.