AG
INO icon

Aperio Group’s Inovio Pharmaceuticals INO Stock Holding History

Aperio 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
2020
Q4 		$280K Sell
2,633
-17
-0.6% -$2.26K ﹤0.01% 2211
2020
Q3 		$369K Buy
2,650
+155
+6% +$32.3K ﹤0.01% 1975
2020
Q2 		$807K Sell
2,495
-324
-11% -$52K ﹤0.01% 1515
2020
Q1 		$252K Buy
+2,819
New +$174K ﹤0.01% 1999
2019
Q3 		– Sell
-486
Closed -$17K – 2524
2019
Q2 		$17K Sell
486
-720
-60% -$28.6K ﹤0.01% 2709
2019
Q1 		$54K Buy
1,206
+180
+18% +$9.07K ﹤0.01% 2267
2018
Q4 		$49K Sell
1,026
-16
-2% -$972 ﹤0.01% 2260
2018
Q3 		$69K Sell
1,042
-93
-8% -$5.18K ﹤0.01% 2266
2018
Q2 		$53K Buy
1,135
+47
+4% +$2.59K ﹤0.01% 2245
2018
Q1 		$62K Buy
+1,088
New +$58.9K ﹤0.01% 2230

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aperio Group's INO Position: Q4 2020 in Review

Aperio Group reduced its Inovio Pharmaceuticals (INO) stake by 0.64% in Q4 2020, selling an estimated $2.26K and leaving 2,633 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #2211.

Aperio Group first reported a position in INO in Q1 2018 and has held it in 10 quarters since. The position peaked at $807K in Q2 2020. 227 funds tracked by Wall St. Rank hold INO as of Q4 2020.

  • Aperio Group held 2,633 shares of Inovio Pharmaceuticals worth $280K as of Q4 2020.
  • Aperio Group sold 17 Inovio Pharmaceuticals shares in Q4 2020, an estimated $2.26K.
  • Inovio Pharmaceuticals made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2211 holding.
  • Aperio Group first reported a position in Inovio Pharmaceuticals in Q1 2018 and has held it in 10 quarters since.
  • Aperio Group's Inovio Pharmaceuticals position peaked at $807K in Q2 2020.
  • 227 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.