Advisor Group’s Inovio Pharmaceuticals INO Stock Holding History

Advisor Group’s Portfolio INO Stock Details INO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$8K	Hold	210	–	–	﹤0.01%	4457
2019 Q3	$6K	Buy	210 +71	+51%	+$2.16K	﹤0.01%	4578
2019 Q2	$5K	Buy	139 +12	+9%	+$477	﹤0.01%	4679
2019 Q1	$6K	Hold	127	–	–	﹤0.01%	4595
2018 Q4	$6K	Hold	127	–	–	﹤0.01%	4433
2018 Q3	$9K	Sell	127 -978	-89%	-$54.5K	﹤0.01%	4337
2018 Q2	$52K	Hold	1,105	–	–	﹤0.01%	3076
2018 Q1	$62K	Sell	1,105 -365	-25%	-$19.8K	﹤0.01%	2906
2017 Q4	$72K	Buy	1,470 +386	+36%	+$23.9K	﹤0.01%	2827
2017 Q3	$82K	Buy	1,084 +111	+11%	+$8.26K	﹤0.01%	2574
2017 Q2	$92K	Sell	973 -12	-1%	-$1.03K	﹤0.01%	2371
2017 Q1	$79K	Buy	985 +104	+12%	+$8.29K	﹤0.01%	2340
2016 Q4	$73K	Sell	881 -175	-17%	-$15.8K	﹤0.01%	2296
2016 Q3	$119K	Buy	1,056 +929	+731%	+$103K	﹤0.01%	1883
2016 Q2	$13K	Buy	+127	New	+$15.4K	﹤0.01%	3329

Other funds holding INO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Advisor Group's INO Position: Q4 2019 in Review

Advisor Group held its Inovio Pharmaceuticals (INO) position steady in Q4 2019 at 210 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #4457.

Advisor Group first reported a position in INO in Q2 2016 and has held it in 15 quarters since. The position peaked at $119K in Q3 2016. 106 funds tracked by Wall St. Rank hold INO as of Q4 2019.

Advisor Group held 210 shares of Inovio Pharmaceuticals worth $8K as of Q4 2019.
Advisor Group left its Inovio Pharmaceuticals share count unchanged in Q4 2019.
Inovio Pharmaceuticals made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4457 holding.
Advisor Group first reported a position in Inovio Pharmaceuticals in Q2 2016 and has held it in 15 quarters since.
Advisor Group's Inovio Pharmaceuticals position peaked at $119K in Q3 2016.
106 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.