IWP
INOV

Icon Wealth Partners’s Inovalon Holdings, Inc. Class A Common Stock INOV Stock Holding History

Icon Wealth Partners’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
2018
Q1 		– Sell
-1,150
Closed -$17K – 797
2017
Q4 		$17K Buy
+1,150
New +$18.3K 0.01% 642

Other funds holding INOV

BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Icon Wealth Partners's INOV Position: Q1 2018 in Review

Icon Wealth Partners sold out of Inovalon Holdings, Inc. Class A Common Stock (INOV) in Q1 2018, closing a stake of 1,150 shares — an estimated $17K sold.

Icon Wealth Partners first reported a position in INOV in Q4 2017 and held it in 1 quarter. The position peaked at $17K in Q4 2017. 125 funds tracked by Wall St. Rank hold INOV as of Q1 2018.

  • Icon Wealth Partners reported no remaining Inovalon Holdings, Inc. Class A Common Stock position as of Q1 2018 after selling out during the quarter.
  • Icon Wealth Partners sold 1,150 Inovalon Holdings, Inc. Class A Common Stock shares in Q1 2018, an estimated $17K.
  • Icon Wealth Partners first reported a position in Inovalon Holdings, Inc. Class A Common Stock in Q4 2017 and held it in 1 quarter.
  • Icon Wealth Partners's Inovalon Holdings, Inc. Class A Common Stock position peaked at $17K in Q4 2017.
  • 125 funds tracked by Wall St. Rank held Inovalon Holdings, Inc. Class A Common Stock as of Q1 2018.

Based on Icon Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.