Commonwealth Equity Services
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Commonwealth Equity Services’s Inovio Pharmaceuticals INO Stock Holding History

Commonwealth Equity 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
Q1 		– Sell
-1,909
Closed -$12K – 4059
2023
Q4 		$12K Sell
1,909
-78
-4% -$385 ﹤0.01% 3851
2023
Q3 		$9K Sell
1,987
-112
-5% -$619 ﹤0.01% 3785
2023
Q2 		$11K Sell
2,099
-65
-3% -$524 ﹤0.01% 3786
2023
Q1 		$21 Sell
2,164
-102
-5% -$1.74K ﹤0.01% 3665
2022
Q4 		$42K Sell
2,266
-34
-1% -$771 ﹤0.01% 3530
2022
Q3 		$47K Buy
2,300
+9
+0.4% +$230 ﹤0.01% 3495
2022
Q2 		$47K Sell
2,291
-1,025
-31% -$28.9K ﹤0.01% 3494
2022
Q1 		$142K Buy
3,316
+205
+7% +$9.23K ﹤0.01% 3414
2021
Q4 		$186K Buy
3,111
+80
+3% +$6.41K ﹤0.01% 3325
2021
Q3 		$260K Sell
3,031
-2
-0.1% -$201 ﹤0.01% 3052
2021
Q2 		$337K Sell
3,033
-150
-5% -$14.4K ﹤0.01% 2796
2021
Q1 		$354K Sell
3,183
-180
-5% -$23.7K ﹤0.01% 2619
2020
Q4 		$357K Buy
3,363
+78
+2% +$10.4K ﹤0.01% 2420
2020
Q3 		$457K Buy
3,285
+995
+43% +$207K ﹤0.01% 2029
2020
Q2 		$740K Buy
2,290
+586
+34% +$94.1K ﹤0.01% 1607
2020
Q1 		$152K Buy
+1,704
New +$105K ﹤0.01% 2482
2019
Q4 		– Sell
-2,167
Closed -$53K – 2919
2019
Q3 		$53K Hold
2,167
– – ﹤0.01% 2734
2019
Q2 		$76K Sell
2,167
-369
-15% -$14.7K ﹤0.01% 2658
2019
Q1 		$113K Sell
2,536
-192
-7% -$9.68K ﹤0.01% 2585
2018
Q4 		$130K Buy
2,728
+169
+7% +$10.3K ﹤0.01% 2443
2018
Q3 		$170K Buy
2,559
+1,079
+73% +$60.1K ﹤0.01% 2544
2018
Q2 		$70K Buy
1,480
+49
+3% +$2.7K ﹤0.01% 2637
2018
Q1 		$80K Sell
1,431
-100
-7% -$5.41K ﹤0.01% 2562
2017
Q4 		$76K Buy
1,531
+347
+29% +$21.5K ﹤0.01% 2534
2017
Q3 		$90K Buy
1,184
+8
+0.7% +$595 ﹤0.01% 2426
2017
Q2 		$111K Sell
1,176
-51
-4% -$4.36K ﹤0.01% 2359
2017
Q1 		$97K Sell
1,227
-92
-7% -$7.33K ﹤0.01% 2287
2016
Q4 		$110K Sell
1,319
-406
-24% -$36.7K ﹤0.01% 2180
2016
Q3 		$193K Buy
1,725
+889
+106% +$98.2K ﹤0.01% 2002
2016
Q2 		$93K Sell
836
-92
-10% -$11.2K ﹤0.01% 2115
2016
Q1 		$97K Buy
928
+67
+8% +$5.17K ﹤0.01% 2061
2015
Q4 		$69K Buy
861
+20
+2% +$1.59K ﹤0.01% 2072
2015
Q3 		$58K Sell
841
-52
-6% -$4.53K ﹤0.01% 2040
2015
Q2 		$87K Sell
893
-135
-13% -$14.4K ﹤0.01% 2085
2015
Q1 		$101K Sell
1,028
-383
-27% -$37.1K ﹤0.01% 2058
2014
Q4 		$155K Sell
1,411
-21
-1% -$2.57K ﹤0.01% 1913
2014
Q3 		$169K Sell
1,432
-42
-3% -$5.23K ﹤0.01% 1872
2014
Q2 		$191K Buy
1,474
+371
+34% +$43.8K ﹤0.01% 1837
2014
Q1 		$176K Buy
1,103
+524
+91% +$75.2K ﹤0.01% 1795
2013
Q4 		$81K Buy
579
+62
+12% +$6.2K ﹤0.01% 1836
2013
Q3 		$51K Buy
517
+115
+29% +$9.64K ﹤0.01% 1803
2013
Q2 		$15K Buy
+402
New +$12.2K ﹤0.01% 1797

Other funds holding INO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFI
Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $2.67B AUM 21.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Commonwealth Equity Services's INO Position: Q1 2024 in Review

Commonwealth Equity Services sold out of Inovio Pharmaceuticals (INO) in Q1 2024, closing a stake of 1,909 shares — an estimated $12K sold.

Commonwealth Equity Services first reported a position in INO in Q2 2013 and held it in 42 quarters. The position peaked at $740K in Q2 2020. 89 funds tracked by Wall St. Rank hold INO as of Q1 2024.

  • Commonwealth Equity Services reported no remaining Inovio Pharmaceuticals position as of Q1 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 1,909 Inovio Pharmaceuticals shares in Q1 2024, an estimated $12K.
  • Commonwealth Equity Services first reported a position in Inovio Pharmaceuticals in Q2 2013 and held it in 42 quarters.
  • Commonwealth Equity Services's Inovio Pharmaceuticals position peaked at $740K in Q2 2020.
  • 89 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q1 2024.

Based on Commonwealth Equity Services's 13F filing for Q1 2024, filed 29 Apr 2024.