Kingswood Wealth Advisors’s Inogen INGN Stock Holding History

Kingswood 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
2024 Q2	–	Sell	-15,300	Closed	-$123K	–	693
2024 Q1	$123K	Buy	+15,300	New	+$108K	0.01%	591

Other funds holding INGN

DSCM

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

CCM

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Kingswood Wealth Advisors's INGN Position: Q2 2024 in Review

Kingswood Wealth Advisors sold out of Inogen (INGN) in Q2 2024, closing a stake of 15,300 shares — an estimated $123K sold.

Kingswood Wealth Advisors first reported a position in INGN in Q1 2024 and held it in 1 quarter. The position peaked at $123K in Q1 2024. 130 funds tracked by Wall St. Rank hold INGN as of Q2 2024.

Kingswood Wealth Advisors reported no remaining Inogen position as of Q2 2024 after selling out during the quarter.
Kingswood Wealth Advisors sold 15,300 Inogen shares in Q2 2024, an estimated $123K.
Kingswood Wealth Advisors first reported a position in Inogen in Q1 2024 and held it in 1 quarter.
Kingswood Wealth Advisors's Inogen position peaked at $123K in Q1 2024.
130 funds tracked by Wall St. Rank held Inogen as of Q2 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2024, filed 9 Jul 2024.