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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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.