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

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Meros Investment Management Dallas, Texas $231M AUM 35.94% 1-Year Est. Return