WAM
INOV

Wealthspire Advisors (Maryland)’s Inovalon Holdings, Inc. Class A Common Stock INOV Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio INOV Stock Details INOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-297
Closed -$4K – 2543
2017
Q2 		$4K Hold
297
– – ﹤0.01% 1862
2017
Q1 		$4K Buy
297
+126
+74% +$1.46K ﹤0.01% 1588
2016
Q4 		$2K Buy
+171
New +$2.33K ﹤0.01% 1580
2016
Q1 		– Sell
-54
Closed -$1K – 1884
2015
Q4 		$1K Buy
+54
New +$1.07K ﹤0.01% 1672

Other funds holding INOV

BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
TM
Tikvah Management Charlotte, North Carolina $323M AUM 69.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s INOV Position: Q3 2017 in Review

Wealthspire Advisors (Maryland) sold out of Inovalon Holdings, Inc. Class A Common Stock (INOV) in Q3 2017, closing a stake of 297 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in INOV in Q4 2015 and held it in 4 quarters. The position peaked at $4K in Q2 2017. 120 funds tracked by Wall St. Rank hold INOV as of Q3 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Inovalon Holdings, Inc. Class A Common Stock position as of Q3 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 297 Inovalon Holdings, Inc. Class A Common Stock shares in Q3 2017, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in Inovalon Holdings, Inc. Class A Common Stock in Q4 2015 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Inovalon Holdings, Inc. Class A Common Stock position peaked at $4K in Q2 2017.
  • 120 funds tracked by Wall St. Rank held Inovalon Holdings, Inc. Class A Common Stock as of Q3 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2017, filed 8 Nov 2017.