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Wiser Advisor Group’s Idexx Laboratories IDXX Stock Holding History

Wiser Advisor Group’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
Q3 		– Sell
-10
Closed -$4.87K – 274
2024
Q2 		$4.87K Hold
10
– – 0.01% 220
2024
Q1 		$5.4K Hold
10
– – 0.01% 219
2023
Q4 		$5.55K Buy
+10
New +$4.7K 0.01% 213

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wiser Advisor Group's IDXX Position: Q3 2024 in Review

Wiser Advisor Group sold out of Idexx Laboratories (IDXX) in Q3 2024, closing a stake of 10 shares — an estimated $4.87K sold.

Wiser Advisor Group first reported a position in IDXX in Q4 2023 and held it in 3 quarters. The position peaked at $5.55K in Q4 2023. 1,116 funds tracked by Wall St. Rank hold IDXX as of Q3 2024.

  • Wiser Advisor Group reported no remaining Idexx Laboratories position as of Q3 2024 after selling out during the quarter.
  • Wiser Advisor Group sold 10 Idexx Laboratories shares in Q3 2024, an estimated $4.87K.
  • Wiser Advisor Group first reported a position in Idexx Laboratories in Q4 2023 and held it in 3 quarters.
  • Wiser Advisor Group's Idexx Laboratories position peaked at $5.55K in Q4 2023.
  • 1,116 funds tracked by Wall St. Rank held Idexx Laboratories as of Q3 2024.

Based on Wiser Advisor Group's 13F filing for Q3 2024, filed 13 Nov 2024.