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Arkadios Wealth Advisors’s Inovio Pharmaceuticals INO Stock Holding History

Arkadios Wealth Advisors’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
Q1 		– Sell
-1,542
Closed -$9.44K – 758
2023
Q4 		$9.44K Sell
1,542
-33
-2% -$163 ﹤0.01% 722
2023
Q3 		$7.35K Buy
+1,575
New +$8.7K ﹤0.01% 705
2021
Q4 		– Sell
-42
Closed -$3K – 1165
2021
Q3 		$3K Sell
42
-41
-49% -$4.11K ﹤0.01% 1706
2021
Q2 		$9K Buy
+83
New +$7.97K ﹤0.01% 1566

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFI
Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $2.67B AUM 21.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Arkadios Wealth Advisors's INO Position: Q1 2024 in Review

Arkadios Wealth Advisors sold out of Inovio Pharmaceuticals (INO) in Q1 2024, closing a stake of 1,542 shares — an estimated $9.44K sold.

Arkadios Wealth Advisors first reported a position in INO in Q2 2021 and held it in 4 quarters. The position peaked at $9.44K in Q4 2023. 89 funds tracked by Wall St. Rank hold INO as of Q1 2024.

  • Arkadios Wealth Advisors reported no remaining Inovio Pharmaceuticals position as of Q1 2024 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1,542 Inovio Pharmaceuticals shares in Q1 2024, an estimated $9.44K.
  • Arkadios Wealth Advisors first reported a position in Inovio Pharmaceuticals in Q2 2021 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Inovio Pharmaceuticals position peaked at $9.44K in Q4 2023.
  • 89 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q1 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.