Ropes Wealth Advisors’s Inovalon Holdings, Inc. Class A Common Stock INOV Stock Holding History

Ropes Wealth 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 Q4	–	Sell	-416	Closed	-$11K	–	948
2020 Q3	$11K	Buy	+416	New	+$9.74K	﹤0.01%	512
2018 Q1	–	Sell	-4,400	Closed	-$66K	–	786
2017 Q4	$66K	Hold	4,400	–	–	0.02%	322
2017 Q3	$75K	Hold	4,400	–	–	0.02%	288
2017 Q2	$58K	Buy	+4,400	New	+$57.1K	0.02%	312
2016 Q1	–	Sell	-275	Closed	-$5K	–	530
2015 Q4	$5K	Buy	+275	New	+$5.46K	﹤0.01%	368

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

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

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

BCA

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

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

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

PVI

Pura Vida Investments New York $14.9M AUM 38.76% 1-Year Est. Return

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

Ropes Wealth Advisors's INOV Position: Q4 2020 in Review

Ropes Wealth Advisors sold out of Inovalon Holdings, Inc. Class A Common Stock (INOV) in Q4 2020, closing a stake of 416 shares — an estimated $11K sold.

Ropes Wealth Advisors first reported a position in INOV in Q4 2015 and held it in 5 quarters. The position peaked at $75K in Q3 2017. 174 funds tracked by Wall St. Rank hold INOV as of Q4 2020.

Ropes Wealth Advisors reported no remaining Inovalon Holdings, Inc. Class A Common Stock position as of Q4 2020 after selling out during the quarter.
Ropes Wealth Advisors sold 416 Inovalon Holdings, Inc. Class A Common Stock shares in Q4 2020, an estimated $11K.
Ropes Wealth Advisors first reported a position in Inovalon Holdings, Inc. Class A Common Stock in Q4 2015 and held it in 5 quarters.
Ropes Wealth Advisors's Inovalon Holdings, Inc. Class A Common Stock position peaked at $75K in Q3 2017.
174 funds tracked by Wall St. Rank held Inovalon Holdings, Inc. Class A Common Stock as of Q4 2020.

Based on Ropes Wealth Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.