Bank Julius Baer & Co
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Bank Julius Baer & Co’s Inovio Pharmaceuticals INO Stock Holding History

Bank Julius Baer & Co’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
Q2 		– Sell
-208
Closed -$23K – 849
2021
Q1 		$23K Sell
208
-206
-50% -$27.1K ﹤0.01% 739
2020
Q4 		$44K Sell
414
-2,996
-88% -$399K ﹤0.01% 698
2020
Q3 		$475K Buy
3,410
+751
+28% +$157K ﹤0.01% 392
2020
Q2 		$855K Sell
2,659
-1,685
-39% -$271K 0.01% 292
2020
Q1 		$388K Buy
+4,344
New +$268K 0.01% 341

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank Julius Baer & Co's INO Position: Q2 2021 in Review

Bank Julius Baer & Co sold out of Inovio Pharmaceuticals (INO) in Q2 2021, closing a stake of 208 shares — an estimated $23K sold.

Bank Julius Baer & Co first reported a position in INO in Q1 2020 and held it in 5 quarters. The position peaked at $855K in Q2 2020. 211 funds tracked by Wall St. Rank hold INO as of Q2 2021.

  • Bank Julius Baer & Co reported no remaining Inovio Pharmaceuticals position as of Q2 2021 after selling out during the quarter.
  • Bank Julius Baer & Co sold 208 Inovio Pharmaceuticals shares in Q2 2021, an estimated $23K.
  • Bank Julius Baer & Co first reported a position in Inovio Pharmaceuticals in Q1 2020 and held it in 5 quarters.
  • Bank Julius Baer & Co's Inovio Pharmaceuticals position peaked at $855K in Q2 2020.
  • 211 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2021.

Based on Bank Julius Baer & Co's 13F filing for Q2 2021, filed 23 Jul 2021.