SWA
IMGN

SOA Wealth Advisors’s Immunogen Inc IMGN Stock Holding History

SOA Wealth Advisors’s Portfolio IMGN Stock Details IMGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-67
Closed -$1.99K – 931
2023
Q4 		$1.99K Hold
67
– – ﹤0.01% 699
2023
Q3 		$1.06K Hold
67
– – ﹤0.01% 768
2023
Q2 		$1.26K Hold
67
– – ﹤0.01% 765
2023
Q1 		$257 Hold
67
– – ﹤0.01% 888
2022
Q4 		$332 Hold
67
– – ﹤0.01% 873
2022
Q3 		$0 Hold
67
– – ﹤0.01% 1021
2022
Q2 		$0 Hold
67
– – ﹤0.01% 1065
2022
Q1 		$0 Hold
67
– – ﹤0.01% 1026
2021
Q4 		$0 Hold
67
– – ﹤0.01% 1007
2021
Q3 		$0 Hold
67
– – ﹤0.01% 1005
2021
Q2 		$0 Hold
67
– – ﹤0.01% 984
2021
Q1 		$0 Hold
67
– – ﹤0.01% 943
2020
Q4 		$0 Buy
+67
New +$391 ﹤0.01% 899

Other funds holding IMGN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

SOA Wealth Advisors's IMGN Position: Q1 2024 in Review

SOA Wealth Advisors sold out of Immunogen Inc (IMGN) in Q1 2024, closing a stake of 67 shares — an estimated $1.99K sold.

SOA Wealth Advisors first reported a position in IMGN in Q4 2020 and held it in 13 quarters. The position peaked at $1.99K in Q4 2023. 3 funds tracked by Wall St. Rank hold IMGN as of Q1 2024.

  • SOA Wealth Advisors reported no remaining Immunogen Inc position as of Q1 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 67 Immunogen Inc shares in Q1 2024, an estimated $1.99K.
  • SOA Wealth Advisors first reported a position in Immunogen Inc in Q4 2020 and held it in 13 quarters.
  • SOA Wealth Advisors's Immunogen Inc position peaked at $1.99K in Q4 2023.
  • 3 funds tracked by Wall St. Rank held Immunogen Inc as of Q1 2024.

Based on SOA Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.