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Apollon Wealth Management’s Inovio Pharmaceuticals INO Stock Holding History

Apollon Wealth Management’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
2023
Q4 		– Sell
-833
Closed -$3.89K – 1090
2023
Q3 		$3.89K Hold
833
– – ﹤0.01% 906
2023
Q2 		$4.46K Hold
833
– – ﹤0.01% 940
2023
Q1 		$8.2K Hold
833
– – ﹤0.01% 864
2022
Q4 		$15.6K Hold
833
– – ﹤0.01% 841
2022
Q3 		$17K Hold
833
– – ﹤0.01% 798
2022
Q2 		$17K Hold
833
– – ﹤0.01% 742
2022
Q1 		$36K Buy
+833
New +$37.5K ﹤0.01% 744
2021
Q4 		– Sell
-890
Closed -$76K – 770
2021
Q3 		$76K Buy
+890
New +$89.3K 0.01% 459

Other funds holding INO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Apollon Wealth Management's INO Position: Q4 2023 in Review

Apollon Wealth Management sold out of Inovio Pharmaceuticals (INO) in Q4 2023, closing a stake of 833 shares — an estimated $3.89K sold.

Apollon Wealth Management first reported a position in INO in Q3 2021 and held it in 8 quarters. The position peaked at $76K in Q3 2021. 113 funds tracked by Wall St. Rank hold INO as of Q4 2023.

  • Apollon Wealth Management reported no remaining Inovio Pharmaceuticals position as of Q4 2023 after selling out during the quarter.
  • Apollon Wealth Management sold 833 Inovio Pharmaceuticals shares in Q4 2023, an estimated $3.89K.
  • Apollon Wealth Management first reported a position in Inovio Pharmaceuticals in Q3 2021 and held it in 8 quarters.
  • Apollon Wealth Management's Inovio Pharmaceuticals position peaked at $76K in Q3 2021.
  • 113 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2023.

Based on Apollon Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.