Capstone Investment Advisors
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Capstone Investment Advisors’s Inovio Pharmaceuticals INO Stock Holding History

Capstone 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
2019
Q4 		– Sell
-917
Closed -$23K – 1419
2019
Q3 		$23K Hold
917
– – ﹤0.01% 1317
2019
Q2 		$32K Buy
+917
New +$36.4K ﹤0.01% 1346
2016
Q1 		– Sell
-20,833
Closed -$1.68M – 705
2015
Q4 		$1.68M Hold
20,833
– – 0.04% 180
2015
Q3 		$1.45M Buy
+20,833
New +$1.82M 0.03% 203

Other funds holding INO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capstone Investment Advisors's INO Position: Q4 2019 in Review

Capstone Investment Advisors sold out of Inovio Pharmaceuticals (INO) in Q4 2019, closing a stake of 917 shares — an estimated $23K sold.

Capstone Investment Advisors first reported a position in INO in Q3 2015 and held it in 4 quarters. The position peaked at $1.68M in Q4 2015. 106 funds tracked by Wall St. Rank hold INO as of Q4 2019.

  • Capstone Investment Advisors reported no remaining Inovio Pharmaceuticals position as of Q4 2019 after selling out during the quarter.
  • Capstone Investment Advisors sold 917 Inovio Pharmaceuticals shares in Q4 2019, an estimated $23K.
  • Capstone Investment Advisors first reported a position in Inovio Pharmaceuticals in Q3 2015 and held it in 4 quarters.
  • Capstone Investment Advisors's Inovio Pharmaceuticals position peaked at $1.68M in Q4 2015.
  • 106 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2019.

Based on Capstone Investment Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.