Cary Street Partners Investment Advisory’s Inovio Pharmaceuticals INO Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	–	Sell	-42	Closed	-$195	–	1203
2023 Q3	$195	Hold	42	–	–	﹤0.01%	1830
2023 Q2	$223	Hold	42	–	–	﹤0.01%	1712
2023 Q1	$410	Hold	42	–	–	﹤0.01%	1613
2022 Q4	$780	Buy	+42	New	+$952	﹤0.01%	1597

Other funds holding INO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cary Street Partners Investment Advisory's INO Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Inovio Pharmaceuticals (INO) in Q4 2023, closing a stake of 42 shares — an estimated $195 sold.

Cary Street Partners Investment Advisory first reported a position in INO in Q4 2022 and held it in 4 quarters. The position peaked at $780 in Q4 2022. 113 funds tracked by Wall St. Rank hold INO as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Inovio Pharmaceuticals position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 42 Inovio Pharmaceuticals shares in Q4 2023, an estimated $195.
Cary Street Partners Investment Advisory first reported a position in Inovio Pharmaceuticals in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's Inovio Pharmaceuticals position peaked at $780 in Q4 2022.
113 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.