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Glassman Wealth Services’s Inogen INGN Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-173
Closed -$950 – 968
2023
Q4 		$950 Buy
+173
New +$914 ﹤0.01% 1564
2023
Q3 		– Sell
-174
Closed -$2.01K – 2025
2023
Q2 		$2.01K Buy
174
+138
+383% +$1.63K ﹤0.01% 1241
2023
Q1 		$449 Buy
36
+5
+16% +$96 ﹤0.01% 1636
2022
Q4 		$611 Buy
+31
New +$667 ﹤0.01% 1579
2022
Q1 		– Sell
-6
Closed – – 1780
2021
Q4 		$0 Buy
+6
New +$218 ﹤0.01% 1758
2020
Q1 		– Sell
-6
Closed – – 1329
2019
Q4 		$0 Hold
6
– – ﹤0.01% 1316
2019
Q3 		$0 Buy
6
+2
+50% +$104 ﹤0.01% 1199
2019
Q2 		$0 Buy
+4
New +$305 ﹤0.01% 1211

Other funds holding INGN

CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return