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Avantax Advisory Services’s Inovio Pharmaceuticals INO Stock Holding History

Avantax Advisory Services’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 		– Sell
-1,279
Closed -$180K – 1135
2020
Q3 		$180K Buy
+1,279
New +$267K ﹤0.01% 1245

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

Avantax Advisory Services's INO Position: Q4 2020 in Review

Avantax Advisory Services sold out of Inovio Pharmaceuticals (INO) in Q4 2020, closing a stake of 1,279 shares — an estimated $180K sold.

Avantax Advisory Services first reported a position in INO in Q3 2020 and held it in 1 quarter. The position peaked at $180K in Q3 2020. 227 funds tracked by Wall St. Rank hold INO as of Q4 2020.

  • Avantax Advisory Services reported no remaining Inovio Pharmaceuticals position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 1,279 Inovio Pharmaceuticals shares in Q4 2020, an estimated $180K.
  • Avantax Advisory Services first reported a position in Inovio Pharmaceuticals in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's Inovio Pharmaceuticals position peaked at $180K in Q3 2020.
  • 227 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.