CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Inovio Pharmaceuticals INO Stock Holding History

CAPTRUST Financial 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
2022
Q3 		– Sell
-38
Closed -$1K – 3028
2022
Q2 		$1K Buy
38
+30
+375% +$845 ﹤0.01% 4684
2022
Q1 		$0 Hold
8
– – ﹤0.01% 5017
2021
Q4 		$0 Sell
8
-3
-27% -$240 ﹤0.01% 4833
2021
Q3 		$1K Hold
11
– – ﹤0.01% 4435
2021
Q2 		$1K Sell
11
-106
-91% -$10.2K ﹤0.01% 4346
2021
Q1 		$13K Buy
117
+34
+41% +$4.47K ﹤0.01% 3285
2020
Q4 		$9K Buy
83
+66
+388% +$8.79K ﹤0.01% 2618
2020
Q3 		$2K Buy
+17
New +$3.54K ﹤0.01% 2771

Other funds holding INO

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

CAPTRUST Financial Advisors's INO Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Inovio Pharmaceuticals (INO) in Q3 2022, closing a stake of 38 shares — an estimated $1K sold.

CAPTRUST Financial Advisors first reported a position in INO in Q3 2020 and held it in 8 quarters. The position peaked at $13K in Q1 2021. 182 funds tracked by Wall St. Rank hold INO as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Inovio Pharmaceuticals position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 38 Inovio Pharmaceuticals shares in Q3 2022, an estimated $1K.
  • CAPTRUST Financial Advisors first reported a position in Inovio Pharmaceuticals in Q3 2020 and held it in 8 quarters.
  • CAPTRUST Financial Advisors's Inovio Pharmaceuticals position peaked at $13K in Q1 2021.
  • 182 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.