TCI Wealth Advisors’s Inogen INGN Stock Holding History

TCI 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
2023 Q2	–	Sell	-916	Closed	-$11.4K	–	1165
2023 Q1	$11.4K	Buy	+916	New	+$17.5K	﹤0.01%	999
2022 Q1	–	Sell	-118	Closed	-$4K	–	2325
2021 Q4	$4K	Buy	+118	New	+$4.29K	﹤0.01%	1835
2019 Q3	–	Sell	-21	Closed	-$1K	–	1554
2019 Q2	$1K	Hold	21	–	–	﹤0.01%	1216
2019 Q1	$2K	Hold	21	–	–	﹤0.01%	1037
2018 Q4	$3K	Sell	21 -3	-13%	-$494	﹤0.01%	899
2018 Q3	$6K	Hold	24	–	–	﹤0.01%	747
2018 Q2	$4K	Buy	24 +3	+14%	+$499	﹤0.01%	848
2018 Q1	$3K	Hold	21	–	–	﹤0.01%	854
2017 Q4	$3K	Hold	21	–	–	﹤0.01%	907
2017 Q3	$2K	Hold	21	–	–	﹤0.01%	955
2017 Q2	$2K	Buy	21 +9	+75%	+$769	﹤0.01%	989
2017 Q1	$1K	Buy	+12	New	+$831	﹤0.01%	1107

Other funds holding INGN

BCM

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

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

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

FAM

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

MIM

Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return

TCI Wealth Advisors's INGN Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Inogen (INGN) in Q2 2023, closing a stake of 916 shares — an estimated $11.4K sold.

TCI Wealth Advisors first reported a position in INGN in Q1 2017 and held it in 12 quarters. The position peaked at $11.4K in Q1 2023. 139 funds tracked by Wall St. Rank hold INGN as of Q2 2023.

TCI Wealth Advisors reported no remaining Inogen position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 916 Inogen shares in Q2 2023, an estimated $11.4K.
TCI Wealth Advisors first reported a position in Inogen in Q1 2017 and held it in 12 quarters.
TCI Wealth Advisors's Inogen position peaked at $11.4K in Q1 2023.
139 funds tracked by Wall St. Rank held Inogen as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.