Bell Investment Advisors’s Inovio Pharmaceuticals INO Stock Holding History

Bell Investment 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
2023 Q1	–	Sell	-31	Closed	-$585	–	1953
2022 Q4	$585	Hold	31	–	–	﹤0.01%	1739
2022 Q3	$1K	Sell	31 -6	-16%	-$154	﹤0.01%	1444
2022 Q2	$1K	Buy	+37	New	+$1.04K	﹤0.01%	1463
2021 Q4	$1K	Sell	10 -11	-52%	-$881	﹤0.01%	1473
2021 Q3	$2K	Buy	+21	New	+$2.11K	﹤0.01%	1086

Other funds holding INO

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bell Investment Advisors's INO Position: Q1 2023 in Review

Bell Investment Advisors sold out of Inovio Pharmaceuticals (INO) in Q1 2023, closing a stake of 31 shares — an estimated $585 sold.

Bell Investment Advisors first reported a position in INO in Q3 2021 and held it in 5 quarters. The position peaked at $2K in Q3 2021. 174 funds tracked by Wall St. Rank hold INO as of Q1 2023.

Bell Investment Advisors reported no remaining Inovio Pharmaceuticals position as of Q1 2023 after selling out during the quarter.
Bell Investment Advisors sold 31 Inovio Pharmaceuticals shares in Q1 2023, an estimated $585.
Bell Investment Advisors first reported a position in Inovio Pharmaceuticals in Q3 2021 and held it in 5 quarters.
Bell Investment Advisors's Inovio Pharmaceuticals position peaked at $2K in Q3 2021.
174 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q1 2023.

Based on Bell Investment Advisors's 13F filing for Q1 2023, filed 10 May 2023.