FGAM
INOV

Financial Gravity Asset Management’s Inovalon Holdings, Inc. Class A Common Stock INOV Stock Holding History

Financial Gravity Asset Management’s Portfolio INOV Stock Details INOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-105
Closed -$2K – 1792
2019
Q3 		$2K Buy
105
+4
+4% +$64 ﹤0.01% 949
2019
Q2 		$1K Buy
101
+40
+66% +$542 ﹤0.01% 1172
2019
Q1 		$1K Buy
+61
New +$826 ﹤0.01% 1258

Other funds holding INOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TM
Tikvah Management Charlotte, North Carolina $323M AUM 69.61% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Gravity Asset Management's INOV Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of Inovalon Holdings, Inc. Class A Common Stock (INOV) in Q4 2019, closing a stake of 105 shares — an estimated $2K sold.

Financial Gravity Asset Management first reported a position in INOV in Q1 2019 and held it in 3 quarters. The position peaked at $2K in Q3 2019. 143 funds tracked by Wall St. Rank hold INOV as of Q4 2019.

  • Financial Gravity Asset Management reported no remaining Inovalon Holdings, Inc. Class A Common Stock position as of Q4 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 105 Inovalon Holdings, Inc. Class A Common Stock shares in Q4 2019, an estimated $2K.
  • Financial Gravity Asset Management first reported a position in Inovalon Holdings, Inc. Class A Common Stock in Q1 2019 and held it in 3 quarters.
  • Financial Gravity Asset Management's Inovalon Holdings, Inc. Class A Common Stock position peaked at $2K in Q3 2019.
  • 143 funds tracked by Wall St. Rank held Inovalon Holdings, Inc. Class A Common Stock as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.