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Carolinas Wealth Consulting’s Inovio Pharmaceuticals INO Stock Holding History

Carolinas Wealth Consulting’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
Q3 		– Sell
-42
Closed -$5K – 960
2021
Q2 		$5K Hold
42
– – ﹤0.01% 699
2021
Q1 		$5K Hold
42
– – ﹤0.01% 711
2020
Q4 		$4K Hold
42
– – ﹤0.01% 673
2020
Q3 		$6K Hold
42
– – ﹤0.01% 540
2020
Q2 		$13K Buy
+42
New +$6.74K 0.01% 319

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Carolinas Wealth Consulting's INO Position: Q3 2021 in Review

Carolinas Wealth Consulting sold out of Inovio Pharmaceuticals (INO) in Q3 2021, closing a stake of 42 shares — an estimated $5K sold.

Carolinas Wealth Consulting first reported a position in INO in Q2 2020 and held it in 5 quarters. The position peaked at $13K in Q2 2020. 213 funds tracked by Wall St. Rank hold INO as of Q3 2021.

  • Carolinas Wealth Consulting reported no remaining Inovio Pharmaceuticals position as of Q3 2021 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 42 Inovio Pharmaceuticals shares in Q3 2021, an estimated $5K.
  • Carolinas Wealth Consulting first reported a position in Inovio Pharmaceuticals in Q2 2020 and held it in 5 quarters.
  • Carolinas Wealth Consulting's Inovio Pharmaceuticals position peaked at $13K in Q2 2020.
  • 213 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2021, filed 15 Nov 2021.