Next Financial Group’s Inovalon Holdings, Inc. Class A Common Stock INOV Stock Holding History

Next Financial 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
2020 Q2	–	Sell	-730	Closed	-$12K	–	2083
2020 Q1	$12K	Sell	730 -109	-13%	-$2.07K	﹤0.01%	1487
2019 Q4	$16K	Sell	839 -1,547	-65%	-$25.9K	﹤0.01%	1617
2019 Q3	$39K	Buy	2,386 +2,324	+3,748%	+$37.1K	﹤0.01%	1218
2019 Q2	$1K	Hold	62	–	–	﹤0.01%	2277
2019 Q1	$1K	Hold	62	–	–	﹤0.01%	1605
2018 Q4	$1K	Buy	+62	New	+$707	﹤0.01%	1917

Other funds holding INOV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Tikvah Management Charlotte, North Carolina $323M AUM 69.61% 1-Year Est. Return

Next Financial Group's INOV Position: Q2 2020 in Review

Next Financial Group sold out of Inovalon Holdings, Inc. Class A Common Stock (INOV) in Q2 2020, closing a stake of 730 shares — an estimated $12K sold.

Next Financial Group first reported a position in INOV in Q4 2018 and held it in 6 quarters. The position peaked at $39K in Q3 2019. 156 funds tracked by Wall St. Rank hold INOV as of Q2 2020.

Next Financial Group reported no remaining Inovalon Holdings, Inc. Class A Common Stock position as of Q2 2020 after selling out during the quarter.
Next Financial Group sold 730 Inovalon Holdings, Inc. Class A Common Stock shares in Q2 2020, an estimated $12K.
Next Financial Group first reported a position in Inovalon Holdings, Inc. Class A Common Stock in Q4 2018 and held it in 6 quarters.
Next Financial Group's Inovalon Holdings, Inc. Class A Common Stock position peaked at $39K in Q3 2019.
156 funds tracked by Wall St. Rank held Inovalon Holdings, Inc. Class A Common Stock as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.