Avior Wealth Management’s Inogen INGN Stock Holding History

Avior Wealth Management’s Portfolio INGN Stock Details INGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-37	Closed	-$339	–	1514
2024 Q4	$339	Hold	37	–	–	﹤0.01%	2319
2024 Q3	$358	Hold	37	–	–	﹤0.01%	2195
2024 Q2	$300	Sell	37 -8	-18%	-$62	﹤0.01%	2160
2024 Q1	$363	Buy	45 +38	+543%	+$269	﹤0.01%	2664
2023 Q4	$38	Hold	7	–	–	﹤0.01%	1510
2023 Q3	$36	Hold	7	–	–	﹤0.01%	1577
2023 Q2	$80	Hold	7	–	–	﹤0.01%	1532
2023 Q1	$87	Hold	7	–	–	﹤0.01%	1592
2022 Q4	$137	Hold	7	–	–	﹤0.01%	1235
2022 Q3	$0	Hold	7	–	–	﹤0.01%	1219
2022 Q2	$0	Hold	7	–	–	﹤0.01%	1142
2022 Q1	$0	Hold	7	–	–	﹤0.01%	1160
2021 Q4	$0	Hold	7	–	–	﹤0.01%	1155
2021 Q3	$0	Hold	7	–	–	﹤0.01%	1117
2021 Q2	$0	Hold	7	–	–	﹤0.01%	1084
2021 Q1	$0	Hold	7	–	–	﹤0.01%	1078
2020 Q4	$0	Hold	7	–	–	﹤0.01%	1026
2020 Q3	$0	Hold	7	–	–	﹤0.01%	972
2020 Q2	$0	Buy	+7	New	+$295	﹤0.01%	946

Other funds holding INGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

KLP

Kent Lake PR Anasco, Puerto Rico $198M AUM 5.21% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avior Wealth Management's INGN Position: Q1 2025 in Review

Avior Wealth Management sold out of Inogen (INGN) in Q1 2025, closing a stake of 37 shares — an estimated $339 sold.

Avior Wealth Management first reported a position in INGN in Q2 2020 and held it in 19 quarters. The position peaked at $363 in Q1 2024. 128 funds tracked by Wall St. Rank hold INGN as of Q1 2025.

Avior Wealth Management reported no remaining Inogen position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 37 Inogen shares in Q1 2025, an estimated $339.
Avior Wealth Management first reported a position in Inogen in Q2 2020 and held it in 19 quarters.
Avior Wealth Management's Inogen position peaked at $363 in Q1 2024.
128 funds tracked by Wall St. Rank held Inogen as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.