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Berman Capital Advisors’s Inogen INGN Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$1K Buy
+31
New +$1.91K ﹤0.01% 1887
2020
Q1 		– Sell
-98
Closed -$6K – 1558
2019
Q4 		$6K Buy
+98
New +$6.14K ﹤0.01% 923

Other funds holding INGN

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
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
NHAS
Novo Holdings A/S Hellerup, Denmark $1.23B AUM 81.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Berman Capital Advisors's INGN Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in Inogen (INGN) in Q3 2021: 31 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1887 among its holdings. This is a return to the name: Berman Capital Advisors previously reported a position in INGN as recently as Q4 2019.

Berman Capital Advisors first reported a position in INGN in Q4 2019 and has held it in 2 quarters since. The position peaked at $6K in Q4 2019. 170 funds tracked by Wall St. Rank hold INGN as of Q3 2021.

  • Berman Capital Advisors held 31 shares of Inogen worth $1K as of Q3 2021.
  • Inogen was a new Berman Capital Advisors position in Q3 2021.
  • Inogen made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1887 holding.
  • Berman Capital Advisors first reported a position in Inogen in Q4 2019 and has held it in 2 quarters since.
  • Berman Capital Advisors's Inogen position peaked at $6K in Q4 2019.
  • 170 funds tracked by Wall St. Rank held Inogen as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.