Ameriprise
INO icon

Ameriprise’s Inovio Pharmaceuticals INO Stock Holding History

Ameriprise’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
2021
Q2 		– Sell
-892
Closed -$99K – 3926
2021
Q1 		$99K Buy
+892
New +$117K ﹤0.01% 3776
2020
Q4 		– Sell
-965
Closed -$135K – 3798
2020
Q3 		$135K Buy
965
+274
+40% +$57.1K ﹤0.01% 3616
2020
Q2 		$223K Sell
691
-288
-29% -$46.2K ﹤0.01% 3455
2020
Q1 		$87K Sell
979
-599
-38% -$36.9K ﹤0.01% 3547
2019
Q4 		$62K Buy
1,578
+21
+1% +$632 ﹤0.01% 3664
2019
Q3 		$38K Buy
1,557
+333
+27% +$10.1K ﹤0.01% 3676
2019
Q2 		$43K Hold
1,224
– – ﹤0.01% 3691
2019
Q1 		$55K Buy
+1,224
New +$61.7K ﹤0.01% 3652
2018
Q4 		– Sell
-988
Closed -$66K – 3706
2018
Q3 		$66K Sell
988
-791
-44% -$44K ﹤0.01% 3649
2018
Q2 		$84K Buy
+1,779
New +$98.1K ﹤0.01% 3578
2016
Q1 		– Sell
-869
Closed -$70K – 3811
2015
Q4 		$70K Sell
869
-161
-16% -$12.8K ﹤0.01% 3768
2015
Q3 		$71K Sell
1,030
-363
-26% -$31.6K ﹤0.01% 3752
2015
Q2 		$136K Buy
1,393
+170
+14% +$18.2K ﹤0.01% 3894
2015
Q1 		$120K Sell
1,223
-38
-3% -$3.68K ﹤0.01% 3659
2014
Q4 		$139K Sell
1,261
-2,852
-69% -$348K ﹤0.01% 3548
2014
Q3 		$485K Buy
4,113
+2,505
+156% +$312K ﹤0.01% 3060
2014
Q2 		$208K Buy
1,608
+1,587
+7,557% +$187K ﹤0.01% 3314
2014
Q1 		$3K Buy
+21
New +$3.01K ﹤0.01% 4933

Other funds holding INO

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameriprise's INO Position: Q2 2021 in Review

Ameriprise sold out of Inovio Pharmaceuticals (INO) in Q2 2021, closing a stake of 892 shares — an estimated $99K sold.

Ameriprise first reported a position in INO in Q1 2014 and held it in 18 quarters. The position peaked at $485K in Q3 2014. 211 funds tracked by Wall St. Rank hold INO as of Q2 2021.

  • Ameriprise reported no remaining Inovio Pharmaceuticals position as of Q2 2021 after selling out during the quarter.
  • Ameriprise sold 892 Inovio Pharmaceuticals shares in Q2 2021, an estimated $99K.
  • Ameriprise first reported a position in Inovio Pharmaceuticals in Q1 2014 and held it in 18 quarters.
  • Ameriprise's Inovio Pharmaceuticals position peaked at $485K in Q3 2014.
  • 211 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2021.

Based on Ameriprise's 13F filing for Q2 2021, filed 16 Aug 2021.