CFM Wealth Partners’s Inovio Pharmaceuticals INO Stock Holding History

CFM Wealth 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
2020 Q3	–	Sell	-63	Closed	-$20K	–	305
2020 Q2	$20K	Buy	+63	New	+$10.1K	0.01%	359

Other funds holding INO

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

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CFM Wealth Partners's INO Position: Q3 2020 in Review

CFM Wealth Partners sold out of Inovio Pharmaceuticals (INO) in Q3 2020, closing a stake of 63 shares — an estimated $20K sold.

CFM Wealth Partners first reported a position in INO in Q2 2020 and held it in 1 quarter. The position peaked at $20K in Q2 2020. 212 funds tracked by Wall St. Rank hold INO as of Q3 2020.

CFM Wealth Partners reported no remaining Inovio Pharmaceuticals position as of Q3 2020 after selling out during the quarter.
CFM Wealth Partners sold 63 Inovio Pharmaceuticals shares in Q3 2020, an estimated $20K.
CFM Wealth Partners first reported a position in Inovio Pharmaceuticals in Q2 2020 and held it in 1 quarter.
CFM Wealth Partners's Inovio Pharmaceuticals position peaked at $20K in Q2 2020.
212 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.