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Capital Advisors Ltd’s Inogen INGN Stock Holding History

Capital Advisors Ltd’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
2026
Q1 		$0 Hold
25
– – ﹤0.01% 1477
2025
Q4 		$0 Hold
25
– – ﹤0.01% 1454
2025
Q3 		$0 Hold
25
– – ﹤0.01% 1454
2025
Q2 		$0 Hold
25
– – ﹤0.01% 1476
2025
Q1 		$0 Hold
25
– – ﹤0.01% 1452
2024
Q4 		$0 Hold
25
– – ﹤0.01% 1469
2024
Q3 		$0 Hold
25
– – ﹤0.01% 1490
2024
Q2 		$0 Hold
25
– – ﹤0.01% 1508
2024
Q1 		$0 Buy
+25
New +$177 ﹤0.01% 1450
2022
Q4 		– Sell
-21
Closed -$1K – 1405
2022
Q3 		$1K Hold
21
– – ﹤0.01% 1038
2022
Q2 		$1K Buy
21
+12
+133% +$319 ﹤0.01% 806
2022
Q1 		$0 Buy
+9
New +$283 ﹤0.01% 1049

Other funds holding INGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DCM
DAFNA Capital Management Los Angeles, California $440M AUM 109.12% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return