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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 $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