WAM
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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 $704M AUM 6.25% 1-Year Est. Return
NHAS
Novo Holdings A/S Hellerup, Denmark $1.23B AUM 81.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $22.8B AUM 64.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return