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Capital Performance Advisors’s Inogen INGN Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-248
Closed -$2.41K – 1355
2024
Q3 		$2.41K Buy
+248
New +$2.6K ﹤0.01% 1477

Other funds holding INGN

CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 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
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Capital Performance Advisors's INGN Position: Q4 2024 in Review

Capital Performance Advisors sold out of Inogen (INGN) in Q4 2024, closing a stake of 248 shares — an estimated $2.41K sold.

Capital Performance Advisors first reported a position in INGN in Q3 2024 and held it in 1 quarter. The position peaked at $2.41K in Q3 2024. 136 funds tracked by Wall St. Rank hold INGN as of Q4 2024.

  • Capital Performance Advisors reported no remaining Inogen position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 248 Inogen shares in Q4 2024, an estimated $2.41K.
  • Capital Performance Advisors first reported a position in Inogen in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Inogen position peaked at $2.41K in Q3 2024.
  • 136 funds tracked by Wall St. Rank held Inogen as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.