AWM
INGN icon

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
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return