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Bogart Wealth LLC’s Inovio Pharmaceuticals INO Stock Holding History

Bogart Wealth LLC’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
2024
Q1 		– Hold
0
– -$3 – 1094
2023
Q4 		– Hold
0
– – – 1059
2023
Q3 		– Hold
0
– – – 1069
2023
Q2 		– Hold
0
– – – 1043
2023
Q1 		– Sell
-5
Closed -$85 – 1104
2022
Q4 		$86 Buy
5
+1
+25% +$23 ﹤0.01% 991
2022
Q3 		$0 Buy
+4
New +$102 ﹤0.01% 1064
2022
Q2 		– Sell
-4
Closed – – 936
2022
Q1 		$0 Hold
4
– – ﹤0.01% 813
2021
Q4 		$0 Hold
4
– – ﹤0.01% 785
2021
Q3 		$0 Hold
4
– – ﹤0.01% 747
2021
Q2 		$0 Hold
4
– – ﹤0.01% 708
2021
Q1 		$0 Hold
4
– – ﹤0.01% 652
2020
Q4 		$0 Buy
+4
New +$533 ﹤0.01% 486

Other funds holding INO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFI
Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $2.67B AUM 21.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Bogart Wealth LLC's INO Position: Q1 2024 in Review

Bogart Wealth LLC held its Inovio Pharmaceuticals (INO) position steady in Q1 2024 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

Bogart Wealth LLC first reported a position in INO in Q4 2020 and has held it in 8 quarters since. The position peaked at $86 in Q4 2022. 89 funds tracked by Wall St. Rank hold INO as of Q1 2024.

  • Bogart Wealth LLC held 0 shares of Inovio Pharmaceuticals worth $0 as of Q1 2024.
  • Bogart Wealth LLC left its Inovio Pharmaceuticals share count unchanged in Q1 2024.
  • Inovio Pharmaceuticals made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2024, its #1094 holding.
  • Bogart Wealth LLC first reported a position in Inovio Pharmaceuticals in Q4 2020 and has held it in 8 quarters since.
  • Bogart Wealth LLC's Inovio Pharmaceuticals position peaked at $86 in Q4 2022.
  • 89 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q1 2024.

Based on Bogart Wealth LLC's 13F filing for Q1 2024, filed 25 Apr 2024.