Clarus Wealth Advisors’s Inovio Pharmaceuticals INO Stock Holding History

Clarus Wealth Advisors’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	-1,503	Closed	-$434K	–	130
2020 Q2	$434K	Buy	+1,503	New	+$241K	0.37%	59

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

Clarus Wealth Advisors's INO Position: Q3 2020 in Review

Clarus Wealth Advisors sold out of Inovio Pharmaceuticals (INO) in Q3 2020, closing a stake of 1,503 shares — an estimated $434K sold.

Clarus Wealth Advisors first reported a position in INO in Q2 2020 and held it in 1 quarter. The position peaked at $434K in Q2 2020. 212 funds tracked by Wall St. Rank hold INO as of Q3 2020.

Clarus Wealth Advisors reported no remaining Inovio Pharmaceuticals position as of Q3 2020 after selling out during the quarter.
Clarus Wealth Advisors sold 1,503 Inovio Pharmaceuticals shares in Q3 2020, an estimated $434K.
Clarus Wealth Advisors first reported a position in Inovio Pharmaceuticals in Q2 2020 and held it in 1 quarter.
Clarus Wealth Advisors's Inovio Pharmaceuticals position peaked at $434K in Q2 2020.
212 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2020.

Based on Clarus Wealth Advisors's 13F filing for Q3 2020, filed 8 Oct 2020.