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Baystate Wealth Management’s Inovio Pharmaceuticals INO Stock Holding History

Baystate 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
2020
Q3 		– Sell
-25
Closed -$8K – 686
2020
Q2 		$8K Sell
25
-17
-40% -$2.73K ﹤0.01% 410
2020
Q1 		$4K Buy
+42
New +$2.59K ﹤0.01% 447

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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Baystate Wealth Management's INO Position: Q3 2020 in Review

Baystate Wealth Management sold out of Inovio Pharmaceuticals (INO) in Q3 2020, closing a stake of 25 shares — an estimated $8K sold.

Baystate Wealth Management first reported a position in INO in Q1 2020 and held it in 2 quarters. The position peaked at $8K in Q2 2020. 212 funds tracked by Wall St. Rank hold INO as of Q3 2020.

  • Baystate Wealth Management reported no remaining Inovio Pharmaceuticals position as of Q3 2020 after selling out during the quarter.
  • Baystate Wealth Management sold 25 Inovio Pharmaceuticals shares in Q3 2020, an estimated $8K.
  • Baystate Wealth Management first reported a position in Inovio Pharmaceuticals in Q1 2020 and held it in 2 quarters.
  • Baystate Wealth Management's Inovio Pharmaceuticals position peaked at $8K in Q2 2020.
  • 212 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2020.

Based on Baystate Wealth Management's 13F filing for Q3 2020, filed 14 Oct 2020.