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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 $704M AUM 6.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NHAS
Novo Holdings A/S Hellerup, Denmark $1.23B AUM 81.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return