Sowell Financial Services’s Inovalon Holdings, Inc. Class A Common Stock INOV Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-698	Closed	-$22K	–	3132
2021 Q1	$22K	Sell	698 -263	-27%	-$6.76K	﹤0.01%	2040
2020 Q4	$17K	Buy	961 +263	+38%	+$5.62K	﹤0.01%	1821
2020 Q3	$18K	Buy	698 +132	+23%	+$3.09K	﹤0.01%	1617
2020 Q2	$11K	Sell	566 -215	-28%	-$3.81K	﹤0.01%	1677
2020 Q1	$13K	Buy	781 +185	+31%	+$3.51K	﹤0.01%	1541
2019 Q4	$11K	Sell	596 -2	-0.3%	-$33	﹤0.01%	1669
2019 Q3	$10K	Buy	+598	New	+$9.55K	﹤0.01%	1546

Other funds holding INOV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PVI

Pura Vida Investments New York $37M AUM 63.54% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Sowell Financial Services sold out of Inovalon Holdings, Inc. Class A Common Stock (INOV) in Q2 2021, closing a stake of 698 shares — an estimated $22K sold.

Sowell Financial Services first reported a position in INOV in Q3 2019 and held it in 7 quarters. The position peaked at $22K in Q1 2021. 184 funds tracked by Wall St. Rank hold INOV as of Q2 2021.

Sowell Financial Services reported no remaining Inovalon Holdings, Inc. Class A Common Stock position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 698 Inovalon Holdings, Inc. Class A Common Stock shares in Q2 2021, an estimated $22K.
Sowell Financial Services first reported a position in Inovalon Holdings, Inc. Class A Common Stock in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's Inovalon Holdings, Inc. Class A Common Stock position peaked at $22K in Q1 2021.
184 funds tracked by Wall St. Rank held Inovalon Holdings, Inc. Class A Common Stock as of Q2 2021.

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