Sutton Wealth Advisors’s Inogen INGN Stock Holding History

Sutton Wealth Advisors’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
2022 Q4	–	Sell	-305	Closed	-$7.41K	–	1682
2022 Q3	$7.41K	Hold	305	–	–	﹤0.01%	984
2022 Q2	$7.38K	Sell	305 -74	-20%	-$1.97K	﹤0.01%	989
2022 Q1	$12.3K	Buy	379 +102	+37%	+$3.21K	﹤0.01%	881
2021 Q4	$9.42K	Buy	277 +5	+2%	+$182	﹤0.01%	949
2021 Q3	$11.7K	Hold	272	–	–	﹤0.01%	854
2021 Q2	$17.7K	Hold	272	–	–	0.01%	739
2021 Q1	$14.3K	Hold	272	–	–	0.01%	774
2020 Q4	$12.2K	Buy	+272	New	+$9.39K	0.01%	760
2020 Q2	–	Sell	-114	Closed	-$5.89K	–	1248
2020 Q1	$5.89K	Sell	114 -287	-72%	-$13.8K	﹤0.01%	782
2019 Q4	$27.4K	Hold	401	–	–	0.01%	491
2019 Q3	$19.2K	Buy	+401	New	+$20.9K	0.01%	592
2018 Q4	–	Sell	-259	Closed	-$63.2K	–	1159
2018 Q3	$63.2K	Hold	259	–	–	0.04%	247
2018 Q2	$48.3K	Hold	259	–	–	0.03%	294
2018 Q1	$31.8K	Hold	259	–	–	0.02%	399
2017 Q4	$30.8K	Hold	259	–	–	0.02%	404
2017 Q3	$24.6K	Hold	259	–	–	0.02%	474
2017 Q2	$24.7K	Hold	259	–	–	0.02%	455
2017 Q1	$20.1K	Hold	259	–	–	0.02%	517
2016 Q4	$17.4K	Hold	259	–	–	0.02%	539
2016 Q3	$15.5K	Hold	259	–	–	0.01%	534
2016 Q2	$13K	Hold	259	–	–	0.01%	567
2016 Q1	$11.7K	Buy	+259	New	+$9.22K	0.01%	571

Other funds holding INGN

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

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

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Sutton Wealth Advisors's INGN Position: Q4 2022 in Review

Sutton Wealth Advisors sold out of Inogen (INGN) in Q4 2022, closing a stake of 305 shares — an estimated $7.41K sold.

Sutton Wealth Advisors first reported a position in INGN in Q1 2016 and held it in 22 quarters. The position peaked at $63.2K in Q3 2018. 134 funds tracked by Wall St. Rank hold INGN as of Q4 2022.

Sutton Wealth Advisors reported no remaining Inogen position as of Q4 2022 after selling out during the quarter.
Sutton Wealth Advisors sold 305 Inogen shares in Q4 2022, an estimated $7.41K.
Sutton Wealth Advisors first reported a position in Inogen in Q1 2016 and held it in 22 quarters.
Sutton Wealth Advisors's Inogen position peaked at $63.2K in Q3 2018.
134 funds tracked by Wall St. Rank held Inogen as of Q4 2022.

Based on Sutton Wealth Advisors's 13F filing for Q4 2022, filed 7 Nov 2023.