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Sowell Financial Services’s Inogen INGN Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-19
Closed -$1K – 1577
2021
Q1 		$1K Hold
19
– – ﹤0.01% 2957
2020
Q4 		$1K Buy
19
+7
+58% +$242 ﹤0.01% 2585
2020
Q3 		$0 Buy
+12
New +$377 ﹤0.01% 2615

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NHAS
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State Street
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BAMCO Inc
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Sowell Financial Services's INGN Position: Q2 2021 in Review

Sowell Financial Services sold out of Inogen (INGN) in Q2 2021, closing a stake of 19 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in INGN in Q3 2020 and held it in 3 quarters. The position peaked at $1K in Q1 2021. 175 funds tracked by Wall St. Rank hold INGN as of Q2 2021.

  • Sowell Financial Services reported no remaining Inogen position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 19 Inogen shares in Q2 2021, an estimated $1K.
  • Sowell Financial Services first reported a position in Inogen in Q3 2020 and held it in 3 quarters.
  • Sowell Financial Services's Inogen position peaked at $1K in Q1 2021.
  • 175 funds tracked by Wall St. Rank held Inogen as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.