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Brainard Capital Management’s Inovio Pharmaceuticals INO Stock Holding History

Brainard Capital 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
Q1 		$13.7K Hold
1,389
– – 0.01% 99
2022
Q4 		$26K Buy
+1,389
New +$31.5K 0.02% 105

Other funds holding INO

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Brainard Capital Management's INO Position: Q1 2023 in Review

Brainard Capital Management held its Inovio Pharmaceuticals (INO) position steady in Q1 2023 at 1,389 shares worth $13.7K. The position accounts for 0.01% of the portfolio, ranked #99.

Brainard Capital Management first reported a position in INO in Q4 2022 and has held it in 2 quarters since. The position peaked at $26K in Q4 2022. 174 funds tracked by Wall St. Rank hold INO as of Q1 2023.

  • Brainard Capital Management held 1,389 shares of Inovio Pharmaceuticals worth $13.7K as of Q1 2023.
  • Brainard Capital Management left its Inovio Pharmaceuticals share count unchanged in Q1 2023.
  • Inovio Pharmaceuticals made up 0.01% of Brainard Capital Management's portfolio in Q1 2023, its #99 holding.
  • Brainard Capital Management first reported a position in Inovio Pharmaceuticals in Q4 2022 and has held it in 2 quarters since.
  • Brainard Capital Management's Inovio Pharmaceuticals position peaked at $26K in Q4 2022.
  • 174 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.