Belpointe Asset Management’s Inovio Pharmaceuticals INO Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-48	Closed	-$472	–	1914
2023 Q1	$472	Sell	48 -145	-75%	-$2.47K	﹤0.01%	3598
2022 Q4	$3.61K	Buy	+193	New	+$4.37K	﹤0.01%	3044
2020 Q3	–	Sell	-558	Closed	-$180K	–	803
2020 Q2	$180K	Buy	+558	New	+$89.6K	0.02%	554
2018 Q1	–	Sell	-1,333	Closed	-$66K	–	410
2017 Q4	$66K	Sell	1,333 -637	-32%	-$39.5K	0.01%	447
2017 Q3	$150K	Buy	+1,970	New	+$147K	0.04%	410

Other funds holding INO

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Belpointe Asset Management's INO Position: Q2 2023 in Review

Belpointe Asset Management sold out of Inovio Pharmaceuticals (INO) in Q2 2023, closing a stake of 48 shares — an estimated $472 sold.

Belpointe Asset Management first reported a position in INO in Q3 2017 and held it in 5 quarters. The position peaked at $180K in Q2 2020. 133 funds tracked by Wall St. Rank hold INO as of Q2 2023.

Belpointe Asset Management reported no remaining Inovio Pharmaceuticals position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 48 Inovio Pharmaceuticals shares in Q2 2023, an estimated $472.
Belpointe Asset Management first reported a position in Inovio Pharmaceuticals in Q3 2017 and held it in 5 quarters.
Belpointe Asset Management's Inovio Pharmaceuticals position peaked at $180K in Q2 2020.
133 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.