MWPCG
INOV

Measured Wealth Private Client Group’s Inovalon Holdings, Inc. Class A Common Stock INOV Stock Holding History

Measured Wealth Private Client Group’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
Q3 		– Sell
-16,650
Closed -$242K – 212
2019
Q2 		$242K Buy
+16,650
New +$226K 0.14% 160

Other funds holding INOV

BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Measured Wealth Private Client Group's INOV Position: Q3 2019 in Review

Measured Wealth Private Client Group sold out of Inovalon Holdings, Inc. Class A Common Stock (INOV) in Q3 2019, closing a stake of 16,650 shares — an estimated $242K sold.

Measured Wealth Private Client Group first reported a position in INOV in Q2 2019 and held it in 1 quarter. The position peaked at $242K in Q2 2019. 134 funds tracked by Wall St. Rank hold INOV as of Q3 2019.

  • Measured Wealth Private Client Group reported no remaining Inovalon Holdings, Inc. Class A Common Stock position as of Q3 2019 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 16,650 Inovalon Holdings, Inc. Class A Common Stock shares in Q3 2019, an estimated $242K.
  • Measured Wealth Private Client Group first reported a position in Inovalon Holdings, Inc. Class A Common Stock in Q2 2019 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Inovalon Holdings, Inc. Class A Common Stock position peaked at $242K in Q2 2019.
  • 134 funds tracked by Wall St. Rank held Inovalon Holdings, Inc. Class A Common Stock as of Q3 2019.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2019, filed 11 Oct 2019.