Cedar Brook Financial Partners’s Inovio Pharmaceuticals INO Stock Holding History

Cedar Brook Financial Partners’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 Q2	–	Sell	-10,876	Closed	-$151K	–	206
2024 Q1	$151K	Sell	10,876 -1	-0%	-$9	0.03%	428
2023 Q4	$116K	Hold	10,877	–	–	0.03%	411
2023 Q3	$50.8K	Hold	10,877	–	–	0.01%	376
2023 Q2	$58.3K	Buy	10,877 +2,137	+24%	+$17.2K	0.01%	401
2023 Q1	$86K	Buy	8,740 +1,344	+18%	+$22.9K	0.02%	379
2022 Q4	$138K	Hold	7,396	–	–	0.04%	360
2022 Q3	$153K	Hold	7,396	–	–	0.05%	337
2022 Q2	$154K	Hold	7,396	–	–	0.05%	330
2022 Q1	$319K	Buy	7,396 +2,854	+63%	+$129K	0.08%	264
2021 Q4	$272K	Hold	4,542	–	–	0.07%	301
2021 Q3	$390K	Hold	4,542	–	–	0.12%	201
2021 Q2	$505K	Hold	4,542	–	–	0.15%	176
2021 Q1	$506K	Hold	4,542	–	–	0.18%	142
2020 Q4	$482K	Sell	4,542 -33	-0.7%	-$4.39K	0.17%	143
2020 Q3	$637K	Hold	4,575	–	–	0.25%	115
2020 Q2	$1.48M	Buy	4,575 +33	+0.7%	+$5.3K	0.66%	31
2020 Q1	$405K	Buy	4,542 +1,084	+31%	+$66.8K	0.22%	131
2019 Q4	$137K	Hold	3,458	–	–	0.06%	283
2019 Q3	$85K	Hold	3,458	–	–	0.04%	295
2019 Q2	$122K	Hold	3,458	–	–	0.06%	291
2019 Q1	$155K	Hold	3,458	–	–	0.08%	277
2018 Q4	$166K	Buy	+3,458	New	+$210K	0.1%	230

Other funds holding INO

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFI

Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $2.67B AUM 21.74% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Cedar Brook Financial Partners's INO Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Inovio Pharmaceuticals (INO) in Q2 2024, closing a stake of 10,876 shares — an estimated $151K sold.

Cedar Brook Financial Partners first reported a position in INO in Q4 2018 and held it in 22 quarters. The position peaked at $1.48M in Q2 2020. 96 funds tracked by Wall St. Rank hold INO as of Q2 2024.

Cedar Brook Financial Partners reported no remaining Inovio Pharmaceuticals position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 10,876 Inovio Pharmaceuticals shares in Q2 2024, an estimated $151K.
Cedar Brook Financial Partners first reported a position in Inovio Pharmaceuticals in Q4 2018 and held it in 22 quarters.
Cedar Brook Financial Partners's Inovio Pharmaceuticals position peaked at $1.48M in Q2 2020.
96 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.