Charter Oak Capital Management’s Inovio Pharmaceuticals INO Stock Holding History

Charter Oak Capital Management’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
2022 Q3	–	Sell	-52	Closed	-$1K	–	495
2022 Q2	$1K	Hold	52	–	–	﹤0.01%	880
2022 Q1	$2K	Hold	52	–	–	﹤0.01%	878
2021 Q4	$3K	Buy	52 +42	+420%	+$3.37K	﹤0.01%	745
2021 Q3	$1K	Sell	10 -42	-81%	-$4.21K	﹤0.01%	789
2021 Q2	$6K	Hold	52	–	–	﹤0.01%	636
2021 Q1	$6K	Buy	52 +42	+420%	+$5.52K	﹤0.01%	608
2020 Q4	$1K	Buy	+10	New	+$1.33K	﹤0.01%	705

Other funds holding INO

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Charter Oak Capital Management's INO Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Inovio Pharmaceuticals (INO) in Q3 2022, closing a stake of 52 shares — an estimated $1K sold.

Charter Oak Capital Management first reported a position in INO in Q4 2020 and held it in 7 quarters. The position peaked at $6K in Q2 2021. 182 funds tracked by Wall St. Rank hold INO as of Q3 2022.

Charter Oak Capital Management reported no remaining Inovio Pharmaceuticals position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 52 Inovio Pharmaceuticals shares in Q3 2022, an estimated $1K.
Charter Oak Capital Management first reported a position in Inovio Pharmaceuticals in Q4 2020 and held it in 7 quarters.
Charter Oak Capital Management's Inovio Pharmaceuticals position peaked at $6K in Q2 2021.
182 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.