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INVX

Wilbanks Smith & Thomas Asset Management’s Innovex International INVX Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018
Q4 		– Sell
-66
Closed -$3K – 1342
2018
Q3 		$3K Buy
+66
New +$3.44K ﹤0.01% 1353

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's INVX Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Innovex International (INVX) in Q4 2018, closing a stake of 66 shares — an estimated $3K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in INVX in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 196 funds tracked by Wall St. Rank hold INVX as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Innovex International position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 66 Innovex International shares in Q4 2018, an estimated $3K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Innovex International in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Innovex International position peaked at $3K in Q3 2018.
  • 196 funds tracked by Wall St. Rank held Innovex International as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.