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CBIZ Investment Advisory Services’s Inovio Pharmaceuticals INO Stock Holding History

CBIZ Investment Advisory Services’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
2024
Q3 		– Sell
-4
Closed -$32 – 417
2024
Q2 		$32 Hold
4
– – ﹤0.01% 398
2024
Q1 		$56 Buy
+4
New +$35 ﹤0.01% 354

Other funds holding INO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CBIZ Investment Advisory Services's INO Position: Q3 2024 in Review

CBIZ Investment Advisory Services sold out of Inovio Pharmaceuticals (INO) in Q3 2024, closing a stake of 4 shares — an estimated $32 sold.

CBIZ Investment Advisory Services first reported a position in INO in Q1 2024 and held it in 2 quarters. The position peaked at $56 in Q1 2024. 98 funds tracked by Wall St. Rank hold INO as of Q3 2024.

  • CBIZ Investment Advisory Services reported no remaining Inovio Pharmaceuticals position as of Q3 2024 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 4 Inovio Pharmaceuticals shares in Q3 2024, an estimated $32.
  • CBIZ Investment Advisory Services first reported a position in Inovio Pharmaceuticals in Q1 2024 and held it in 2 quarters.
  • CBIZ Investment Advisory Services's Inovio Pharmaceuticals position peaked at $56 in Q1 2024.
  • 98 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2024.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2024, filed 12 Nov 2024.