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Concourse Financial Group Securities’s Inovio Pharmaceuticals INO Stock Holding History

Concourse Financial Group Securities’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
2023
Q3 		– Sell
-1
Closed -$6 – 2365
2023
Q2 		$3 Hold
1
– – ﹤0.01% 2328
2023
Q1 		$6 Buy
+1
New +$17 ﹤0.01% 2360
2022
Q2 		– Sell
-25
Closed -$705 – 2241
2022
Q1 		$1K Sell
25
-18
-42% -$811 ﹤0.01% 2107
2021
Q4 		$3K Hold
43
– – ﹤0.01% 2139
2021
Q3 		$4K Sell
43
-250
-85% -$25.1K ﹤0.01% 2122
2021
Q2 		$33K Buy
293
+43
+17% +$4.13K ﹤0.01% 1466
2021
Q1 		$28K Hold
250
– – ﹤0.01% 1452
2020
Q4 		$27K Buy
250
+220
+733% +$29.3K ﹤0.01% 1356
2020
Q3 		$4K Buy
30
+13
+76% +$2.71K ﹤0.01% 1863
2020
Q2 		$5K Sell
17
-66
-80% -$10.6K ﹤0.01% 1677
2020
Q1 		$7K Buy
+83
New +$5.12K ﹤0.01% 1556

Other funds holding INO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Concourse Financial Group Securities's INO Position: Q3 2023 in Review

Concourse Financial Group Securities sold out of Inovio Pharmaceuticals (INO) in Q3 2023, closing a stake of 1 share — an estimated $6 sold.

Concourse Financial Group Securities first reported a position in INO in Q1 2020 and held it in 11 quarters. The position peaked at $33K in Q2 2021. 124 funds tracked by Wall St. Rank hold INO as of Q3 2023.

  • Concourse Financial Group Securities reported no remaining Inovio Pharmaceuticals position as of Q3 2023 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1 Inovio Pharmaceuticals share in Q3 2023, an estimated $6.
  • Concourse Financial Group Securities first reported a position in Inovio Pharmaceuticals in Q1 2020 and held it in 11 quarters.
  • Concourse Financial Group Securities's Inovio Pharmaceuticals position peaked at $33K in Q2 2021.
  • 124 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2023.

Based on Concourse Financial Group Securities's 13F filing for Q3 2023, filed 25 Oct 2023.