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Wealthspire Advisors (Maryland)’s Inogen INGN Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-10
Closed -$1K – 1195
2019
Q1 		$1K Buy
10
+5
+100% +$624 ﹤0.01% 2346
2018
Q4 		$1K Sell
5
-46
-90% -$7.58K ﹤0.01% 2282
2018
Q3 		$12K Buy
51
+7
+16% +$1.62K ﹤0.01% 1459
2018
Q2 		$8K Sell
44
-2
-4% -$333 ﹤0.01% 1618
2018
Q1 		$6K Sell
46
-1
-2% -$122 ﹤0.01% 1736
2017
Q4 		$6K Buy
47
+24
+104% +$2.64K ﹤0.01% 1770
2017
Q3 		$2K Sell
23
-17
-43% -$1.64K ﹤0.01% 1988
2017
Q2 		$4K Buy
40
+35
+700% +$2.99K ﹤0.01% 1825
2017
Q1 		$0 Sell
5
-100
-95% -$6.93K ﹤0.01% 1971
2016
Q4 		$7K Hold
105
– – ﹤0.01% 1322
2016
Q3 		$6K Hold
105
– – ﹤0.01% 1358
2016
Q2 		$5K Hold
105
– – ﹤0.01% 1339
2016
Q1 		$5K Hold
105
– – ﹤0.01% 1339
2015
Q4 		$4K Buy
+105
New +$4.44K ﹤0.01% 1398

Other funds holding INGN

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
NHAS
Novo Holdings A/S Hellerup, Denmark $1.72B AUM 106.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s INGN Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Inogen (INGN) in Q2 2019, closing a stake of 10 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in INGN in Q4 2015 and held it in 14 quarters. The position peaked at $12K in Q3 2018. 197 funds tracked by Wall St. Rank hold INGN as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Inogen position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 10 Inogen shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Inogen in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Inogen position peaked at $12K in Q3 2018.
  • 197 funds tracked by Wall St. Rank held Inogen as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.