TRUE Private Wealth Advisors’s Inogen INGN Stock Holding History

TRUE Private 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
2021 Q1	–	Sell	-100	Closed	-$4K	–	459
2020 Q4	$4K	Hold	100	–	–	﹤0.01%	615
2020 Q3	$2K	Sell	100 -895	-90%	-$28.1K	﹤0.01%	625
2020 Q2	$35K	Hold	995	–	–	0.01%	354
2020 Q1	$51K	Hold	995	–	–	0.01%	288
2019 Q4	$67K	Buy	+995	New	+$62.4K	0.01%	332
2019 Q3	–	Sell	-995	Closed	-$66K	–	469
2019 Q2	$66K	Buy	+995	New	+$75.8K	0.01%	304
2018 Q4	–	Sell	-1,088	Closed	-$266K	–	575
2018 Q3	$266K	Buy	+1,088	New	+$252K	0.04%	231

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

NHAS

Novo Holdings A/S Hellerup, Denmark $1.72B AUM 106.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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

TRUE Private Wealth Advisors's INGN Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Inogen (INGN) in Q1 2021, closing a stake of 100 shares — an estimated $4K sold.

TRUE Private Wealth Advisors first reported a position in INGN in Q3 2018 and held it in 7 quarters. The position peaked at $266K in Q3 2018. 155 funds tracked by Wall St. Rank hold INGN as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Inogen position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 100 Inogen shares in Q1 2021, an estimated $4K.
TRUE Private Wealth Advisors first reported a position in Inogen in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Inogen position peaked at $266K in Q3 2018.
155 funds tracked by Wall St. Rank held Inogen as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.