CM Wealth Advisors’s Inogen INGN Stock Holding History

CM Wealth 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
2023 Q2	–	Sell	-39,844	Closed	-$520K	–	296
2023 Q1	$520K	Buy	+39,844	New	+$763K	0.1%	250

Other funds holding INGN

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

MIM

Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return

CM Wealth Advisors's INGN Position: Q2 2023 in Review

CM Wealth Advisors sold out of Inogen (INGN) in Q2 2023, closing a stake of 39,844 shares — an estimated $520K sold.

CM Wealth Advisors first reported a position in INGN in Q1 2023 and held it in 1 quarter. The position peaked at $520K in Q1 2023. 139 funds tracked by Wall St. Rank hold INGN as of Q2 2023.

CM Wealth Advisors reported no remaining Inogen position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 39,844 Inogen shares in Q2 2023, an estimated $520K.
CM Wealth Advisors first reported a position in Inogen in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Inogen position peaked at $520K in Q1 2023.
139 funds tracked by Wall St. Rank held Inogen as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.