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Capital Asset Advisory Services’s Inovio Pharmaceuticals INO Stock Holding History

Capital Asset Advisory Services’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
2021
Q1 		– Sell
-111
Closed -$12K – 1064
2020
Q4 		$12K Buy
+111
New +$14.8K ﹤0.01% 1038

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
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Asset Advisory Services's INO Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Inovio Pharmaceuticals (INO) in Q1 2021, closing a stake of 111 shares — an estimated $12K sold.

Capital Asset Advisory Services first reported a position in INO in Q4 2020 and held it in 1 quarter. The position peaked at $12K in Q4 2020. 218 funds tracked by Wall St. Rank hold INO as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Inovio Pharmaceuticals position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 111 Inovio Pharmaceuticals shares in Q1 2021, an estimated $12K.
  • Capital Asset Advisory Services first reported a position in Inovio Pharmaceuticals in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Inovio Pharmaceuticals position peaked at $12K in Q4 2020.
  • 218 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.