NFG
INGN icon

Next Financial Group’s Inogen INGN Stock Holding History

Next Financial Group’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
2019
Q4 		– Sell
-6
Closed – – 2437
2019
Q3 		$0 Hold
6
– – ﹤0.01% 2361
2019
Q2 		$0 Hold
6
– – ﹤0.01% 2338
2019
Q1 		$1K Hold
6
– – ﹤0.01% 1559
2018
Q4 		$1K Sell
6
-1,245
-100% -$205K ﹤0.01% 1847
2018
Q3 		$305K Buy
+1,251
New +$289K 0.14% 146

Other funds holding INGN

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
NHAS
Novo Holdings A/S Hellerup, Denmark $1.23B AUM 81.32% 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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Next Financial Group's INGN Position: Q4 2019 in Review

Next Financial Group sold out of Inogen (INGN) in Q4 2019, closing a stake of 6 shares.

Next Financial Group first reported a position in INGN in Q3 2018 and held it in 5 quarters. The position peaked at $305K in Q3 2018. 193 funds tracked by Wall St. Rank hold INGN as of Q4 2019.

  • Next Financial Group reported no remaining Inogen position as of Q4 2019 after selling out during the quarter.
  • Next Financial Group sold 6 Inogen shares in Q4 2019.
  • Next Financial Group first reported a position in Inogen in Q3 2018 and held it in 5 quarters.
  • Next Financial Group's Inogen position peaked at $305K in Q3 2018.
  • 193 funds tracked by Wall St. Rank held Inogen as of Q4 2019.

Based on Next Financial Group's 13F filing for Q4 2019, filed 21 Jan 2020.