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Avior Wealth Management’s Inovio Pharmaceuticals INO Stock Holding History

Avior 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
2021
Q3 		– Sell
-31
Closed -$3K – 1118
2021
Q2 		$3K Hold
31
– – ﹤0.01% 864
2021
Q1 		$3K Hold
31
– – ﹤0.01% 879
2020
Q4 		$3K Hold
31
– – ﹤0.01% 840
2020
Q3 		$4K Hold
31
– – ﹤0.01% 762
2020
Q2 		$10K Buy
+31
New +$4.98K ﹤0.01% 667

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Avior Wealth Management's INO Position: Q3 2021 in Review

Avior Wealth Management sold out of Inovio Pharmaceuticals (INO) in Q3 2021, closing a stake of 31 shares — an estimated $3K sold.

Avior Wealth Management first reported a position in INO in Q2 2020 and held it in 5 quarters. The position peaked at $10K in Q2 2020. 213 funds tracked by Wall St. Rank hold INO as of Q3 2021.

  • Avior Wealth Management reported no remaining Inovio Pharmaceuticals position as of Q3 2021 after selling out during the quarter.
  • Avior Wealth Management sold 31 Inovio Pharmaceuticals shares in Q3 2021, an estimated $3K.
  • Avior Wealth Management first reported a position in Inovio Pharmaceuticals in Q2 2020 and held it in 5 quarters.
  • Avior Wealth Management's Inovio Pharmaceuticals position peaked at $10K in Q2 2020.
  • 213 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2021.

Based on Avior Wealth Management's 13F filing for Q3 2021, filed 2 Nov 2021.