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Beacon Investment Advisory Services’s Inogen INGN Stock Holding History

Beacon Investment Advisory Services’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
2020
Q4 		– Sell
-23,650
Closed -$686K – 279
2020
Q3 		$686K Sell
23,650
-11,420
-33% -$359K 0.04% 159
2020
Q2 		$1.25M Sell
35,070
-35,670
-50% -$1.5M 0.07% 135
2020
Q1 		$3.65M Sell
70,740
-11,325
-14% -$544K 0.26% 82
2019
Q4 		$5.61M Buy
+82,065
New +$5.15M 0.3% 77

Other funds holding INGN

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
NHAS
Novo Holdings A/S Hellerup, Denmark $1.72B AUM 106.92% 1-Year Est. Return
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 $3.38T AUM 44.17% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Beacon Investment Advisory Services's INGN Position: Q4 2020 in Review

Beacon Investment Advisory Services sold out of Inogen (INGN) in Q4 2020, closing a stake of 23,650 shares — an estimated $686K sold.

Beacon Investment Advisory Services first reported a position in INGN in Q4 2019 and held it in 4 quarters. The position peaked at $5.61M in Q4 2019. 161 funds tracked by Wall St. Rank hold INGN as of Q4 2020.

  • Beacon Investment Advisory Services reported no remaining Inogen position as of Q4 2020 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 23,650 Inogen shares in Q4 2020, an estimated $686K.
  • Beacon Investment Advisory Services first reported a position in Inogen in Q4 2019 and held it in 4 quarters.
  • Beacon Investment Advisory Services's Inogen position peaked at $5.61M in Q4 2019.
  • 161 funds tracked by Wall St. Rank held Inogen as of Q4 2020.

Based on Beacon Investment Advisory Services's 13F filing for Q4 2020, filed 8 Feb 2021.