Advisornet Financial’s Inovio Pharmaceuticals INO Stock Holding History

Advisornet Financial’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
2024 Q4	–	Sell	-58	Closed	-$335	–	2103
2024 Q3	$335	Hold	58	–	–	﹤0.01%	2062
2024 Q2	$469	Hold	58	–	–	﹤0.01%	1947
2024 Q1	$805	Hold	58	–	–	﹤0.01%	1816
2023 Q4	$357	Hold	58	–	–	﹤0.01%	2190
2023 Q3	$272	Hold	58	–	–	﹤0.01%	2095
2023 Q2	$313	Hold	58	–	–	﹤0.01%	2142
2023 Q1	$574	Hold	58	–	–	﹤0.01%	2037
2022 Q4	$1.09K	Hold	58	–	–	﹤0.01%	1808
2022 Q3	$1K	Hold	58	–	–	﹤0.01%	1776
2022 Q2	$1K	Hold	58	–	–	﹤0.01%	1803
2022 Q1	$3K	Hold	58	–	–	﹤0.01%	1723
2021 Q4	$3K	Buy	58 +37	+176%	+$2.96K	﹤0.01%	1753
2021 Q3	$2K	Hold	21	–	–	﹤0.01%	1758
2021 Q2	$2K	Hold	21	–	–	﹤0.01%	1689
2021 Q1	$2K	Hold	21	–	–	﹤0.01%	1633
2020 Q4	$2K	Buy	+21	New	+$2.8K	﹤0.01%	1543
2020 Q3	–	Sell	-40	Closed	-$8.34K	–	1798
2020 Q2	$13K	Buy	+40	New	+$6.42K	﹤0.01%	1225
2019 Q4	–	Sell	-246	Closed	-$6K	–	1917
2019 Q3	$6K	Sell	246 -3	-1%	-$91	﹤0.01%	1496
2019 Q2	$9K	Hold	249	–	–	﹤0.01%	1258
2019 Q1	$11K	Hold	249	–	–	﹤0.01%	1150
2018 Q4	$12K	Hold	249	–	–	﹤0.01%	1040
2018 Q3	$17K	Buy	249 +146	+142%	+$8.13K	﹤0.01%	994
2018 Q2	$5K	Hold	103	–	–	﹤0.01%	1281
2018 Q1	$6K	Buy	103 +102	+10,200%	+$5.52K	﹤0.01%	1191
2017 Q4	$0	Buy	+1	New	+$62	﹤0.01%	1265

Other funds holding INO

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

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

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

SCM

Stonepine Capital Management Bend, Oregon $250M AUM 77.6% 1-Year Est. Return

ACM

AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

HCM

Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisornet Financial's INO Position: Q4 2024 in Review

Advisornet Financial sold out of Inovio Pharmaceuticals (INO) in Q4 2024, closing a stake of 58 shares — an estimated $335 sold.

Advisornet Financial first reported a position in INO in Q4 2017 and held it in 25 quarters. The position peaked at $17K in Q3 2018. 104 funds tracked by Wall St. Rank hold INO as of Q4 2024.

Advisornet Financial reported no remaining Inovio Pharmaceuticals position as of Q4 2024 after selling out during the quarter.
Advisornet Financial sold 58 Inovio Pharmaceuticals shares in Q4 2024, an estimated $335.
Advisornet Financial first reported a position in Inovio Pharmaceuticals in Q4 2017 and held it in 25 quarters.
Advisornet Financial's Inovio Pharmaceuticals position peaked at $17K in Q3 2018.
104 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.