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WESPAC Advisors SoCal’s Inogen INGN Stock Holding History

WESPAC Advisors SoCal’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
-75
Closed -$7K – 186
2019
Q1 		$7K Hold
75
– – ﹤0.01% 262
2018
Q4 		$9K Sell
75
-100
-57% -$16.5K 0.01% 248
2018
Q3 		$28K Buy
+175
New +$40.5K 0.01% 160
2018
Q2 		– Sell
-75
Closed -$9K – 168
2018
Q1 		$9K Hold
75
– – 0.01% 200
2017
Q4 		$8K Hold
75
– – ﹤0.01% 197
2017
Q3 		$7K Hold
75
– – ﹤0.01% 211
2017
Q2 		$7K Hold
75
– – ﹤0.01% 198
2017
Q1 		$5.82K Hold
75
– – ﹤0.01% 206
2016
Q4 		$5.04K Hold
75
– – ﹤0.01% 211
2016
Q3 		$4.49K Hold
75
– – ﹤0.01% 226
2016
Q2 		$3.76K Buy
+75
New +$3.58K ﹤0.01% 246

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

WESPAC Advisors SoCal's INGN Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Inogen (INGN) in Q2 2019, closing a stake of 75 shares — an estimated $7K sold.

WESPAC Advisors SoCal first reported a position in INGN in Q2 2016 and held it in 11 quarters. The position peaked at $28K in Q3 2018. 197 funds tracked by Wall St. Rank hold INGN as of Q2 2019.

  • WESPAC Advisors SoCal reported no remaining Inogen position as of Q2 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 75 Inogen shares in Q2 2019, an estimated $7K.
  • WESPAC Advisors SoCal first reported a position in Inogen in Q2 2016 and held it in 11 quarters.
  • WESPAC Advisors SoCal's Inogen position peaked at $28K in Q3 2018.
  • 197 funds tracked by Wall St. Rank held Inogen as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.