WealthTrust-Arizona’s Inovalon Holdings, Inc. Class A Common Stock INOV Stock Holding History

WealthTrust-Arizona’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
2018 Q4	$6K	Buy	390 +151	+63%	+$1.72K	﹤0.01%	465
2018 Q3	$2K	Buy	239 +176	+279%	+$1.92K	﹤0.01%	617
2018 Q2	$1K	Sell	63 -217	-78%	-$2.25K	﹤0.01%	656
2018 Q1	$3K	Hold	280	–	–	﹤0.01%	555
2017 Q4	$4K	Hold	280	–	–	﹤0.01%	537
2017 Q3	$5K	Buy	280 +20	+8%	+$280	﹤0.01%	509
2017 Q2	$3K	Hold	260	–	–	﹤0.01%	550
2017 Q1	$3K	Hold	260	–	–	﹤0.01%	534
2016 Q4	$3K	Sell	260 -197	-43%	-$2.69K	﹤0.01%	531
2016 Q3	$7K	Sell	457 -92	-17%	-$1.53K	﹤0.01%	442
2016 Q2	$10K	Hold	549	–	–	0.01%	357
2016 Q1	$10K	Buy	+549	New	+$9.69K	0.01%	356

Other funds holding INOV

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return

Tikvah Management Charlotte, North Carolina $323M AUM 69.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

BCVI

Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return

WealthTrust-Arizona's INOV Position: Q4 2018 in Review

WealthTrust-Arizona increased its Inovalon Holdings, Inc. Class A Common Stock (INOV) stake by 63% in Q4 2018, buying an estimated $1.72K and bringing the position to 390 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

WealthTrust-Arizona first reported a position in INOV in Q1 2016 and has held it in 12 quarters since. The position peaked at $10K in Q2 2016. 107 funds tracked by Wall St. Rank hold INOV as of Q4 2018.

WealthTrust-Arizona held 390 shares of Inovalon Holdings, Inc. Class A Common Stock worth $6K as of Q4 2018.
WealthTrust-Arizona bought 151 Inovalon Holdings, Inc. Class A Common Stock shares in Q4 2018, an estimated $1.72K.
Inovalon Holdings, Inc. Class A Common Stock made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #465 holding.
WealthTrust-Arizona first reported a position in Inovalon Holdings, Inc. Class A Common Stock in Q1 2016 and has held it in 12 quarters since.
WealthTrust-Arizona's Inovalon Holdings, Inc. Class A Common Stock position peaked at $10K in Q2 2016.
107 funds tracked by Wall St. Rank held Inovalon Holdings, Inc. Class A Common Stock as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.