Realta Investment Advisors’s Inovalon Holdings, Inc. Class A Common Stock INOV Stock Holding History

Realta Investment Advisors’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 Q3	–	Sell	-14,025	Closed	-$270K	–	384
2020 Q2	$270K	Buy	+14,025	New	+$249K	0.09%	262
2020 Q1	–	Sell	-10,000	Closed	-$181K	–	1555
2019 Q4	$181K	Sell	10,000 -5,000	-33%	-$83.7K	0.05%	359
2019 Q3	$247K	Buy	+15,000	New	+$240K	0.07%	289

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

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

BCIM

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

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

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

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 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

Realta Investment Advisors's INOV Position: Q3 2020 in Review

Realta Investment Advisors sold out of Inovalon Holdings, Inc. Class A Common Stock (INOV) in Q3 2020, closing a stake of 14,025 shares — an estimated $270K sold.

Realta Investment Advisors first reported a position in INOV in Q3 2019 and held it in 3 quarters. The position peaked at $270K in Q2 2020. 181 funds tracked by Wall St. Rank hold INOV as of Q3 2020.

Realta Investment Advisors reported no remaining Inovalon Holdings, Inc. Class A Common Stock position as of Q3 2020 after selling out during the quarter.
Realta Investment Advisors sold 14,025 Inovalon Holdings, Inc. Class A Common Stock shares in Q3 2020, an estimated $270K.
Realta Investment Advisors first reported a position in Inovalon Holdings, Inc. Class A Common Stock in Q3 2019 and held it in 3 quarters.
Realta Investment Advisors's Inovalon Holdings, Inc. Class A Common Stock position peaked at $270K in Q2 2020.
181 funds tracked by Wall St. Rank held Inovalon Holdings, Inc. Class A Common Stock as of Q3 2020.

Based on Realta Investment Advisors's 13F filing for Q3 2020, filed 23 Oct 2020.