Concord Wealth Partners’s Inovio Pharmaceuticals INO Stock Holding History

Concord 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
2022 Q2	–	Sell	-12	Closed	-$1K	–	1299
2022 Q1	$1K	Sell	12 -15	-56%	-$676	﹤0.01%	1210
2021 Q4	$2K	Buy	27 +18	+200%	+$1.44K	﹤0.01%	1131
2021 Q3	$1K	Sell	9 -21	-70%	-$2.11K	﹤0.01%	842
2021 Q2	$3K	Buy	30 +21	+233%	+$2.02K	﹤0.01%	820
2021 Q1	$1K	Buy	+9	New	+$1.18K	﹤0.01%	919

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

Two Sigma Investments New York $124B AUM 33.93% 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

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

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

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

Concord Wealth Partners's INO Position: Q2 2022 in Review

Concord Wealth Partners sold out of Inovio Pharmaceuticals (INO) in Q2 2022, closing a stake of 12 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in INO in Q1 2021 and held it in 5 quarters. The position peaked at $3K in Q2 2021. 184 funds tracked by Wall St. Rank hold INO as of Q2 2022.

Concord Wealth Partners reported no remaining Inovio Pharmaceuticals position as of Q2 2022 after selling out during the quarter.
Concord Wealth Partners sold 12 Inovio Pharmaceuticals shares in Q2 2022, an estimated $1K.
Concord Wealth Partners first reported a position in Inovio Pharmaceuticals in Q1 2021 and held it in 5 quarters.
Concord Wealth Partners's Inovio Pharmaceuticals position peaked at $3K in Q2 2021.
184 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.