BRWA
INO icon

B. Riley Wealth Advisors’s Inovio Pharmaceuticals INO Stock Holding History

B. Riley 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
2022
Q3 		– Sell
-2,640
Closed -$55K – 1486
2022
Q2 		$55K Buy
2,640
+72
+3% +$2.03K ﹤0.01% 1168
2022
Q1 		$111K Sell
2,568
-699
-21% -$31.5K ﹤0.01% 1285
2021
Q4 		$196K Sell
3,267
-168
-5% -$13.5K 0.01% 1273
2021
Q3 		$296K Sell
3,435
-446
-11% -$44.8K 0.01% 1045
2021
Q2 		$432K Sell
3,881
-2,370
-38% -$228K 0.01% 838
2021
Q1 		$697K Buy
6,251
+2,603
+71% +$342K 0.02% 593
2020
Q4 		$388K Buy
3,648
+2,177
+148% +$290K 0.02% 621
2020
Q3 		$227K Buy
1,471
+356
+32% +$74.2K 0.01% 805
2020
Q2 		$361K Buy
+1,115
New +$179K 0.02% 565
2014
Q3 		– Sell
-21
Closed -$2.7K – 1255
2014
Q2 		$2.7K Buy
+21
New +$2.48K ﹤0.01% 2183

Other funds holding INO

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

B. Riley Wealth Advisors's INO Position: Q3 2022 in Review

B. Riley Wealth Advisors sold out of Inovio Pharmaceuticals (INO) in Q3 2022, closing a stake of 2,640 shares — an estimated $55K sold.

B. Riley Wealth Advisors first reported a position in INO in Q2 2014 and held it in 10 quarters. The position peaked at $697K in Q1 2021. 182 funds tracked by Wall St. Rank hold INO as of Q3 2022.

  • B. Riley Wealth Advisors reported no remaining Inovio Pharmaceuticals position as of Q3 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,640 Inovio Pharmaceuticals shares in Q3 2022, an estimated $55K.
  • B. Riley Wealth Advisors first reported a position in Inovio Pharmaceuticals in Q2 2014 and held it in 10 quarters.
  • B. Riley Wealth Advisors's Inovio Pharmaceuticals position peaked at $697K in Q1 2021.
  • 182 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.