Cordasco Financial Network’s Inovio Pharmaceuticals INO Stock Holding History

Cordasco Financial Network’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 Q1	–	Sell	-83	Closed	-$5K	–	571
2021 Q4	$5K	Hold	83	–	–	﹤0.01%	461
2021 Q3	$7K	Buy	+83	New	+$8.33K	﹤0.01%	429
2020 Q4	–	Sell	-83	Closed	-$12K	–	534
2020 Q3	$12K	Hold	83	–	–	0.01%	296
2020 Q2	$27K	Sell	83 -1	-1%	-$161	0.02%	204
2020 Q1	$8K	Buy	84 +1	+1%	+$62	0.01%	278
2019 Q4	$3K	Hold	83	–	–	﹤0.01%	398
2019 Q3	$2K	Hold	83	–	–	﹤0.01%	437
2019 Q2	$3K	Hold	83	–	–	﹤0.01%	408
2019 Q1	$4K	Buy	83 +41	+98%	+$2.07K	﹤0.01%	382
2018 Q4	$2K	Hold	42	–	–	﹤0.01%	357
2018 Q3	$3K	Hold	42	–	–	﹤0.01%	320
2018 Q2	$2K	Hold	42	–	–	﹤0.01%	356
2018 Q1	$2K	Hold	42	–	–	﹤0.01%	246
2017 Q4	$2K	Hold	42	–	–	﹤0.01%	230
2017 Q3	$3K	Hold	42	–	–	﹤0.01%	214
2017 Q2	$4K	Hold	42	–	–	﹤0.01%	201
2017 Q1	$3K	Buy	+42	New	+$3.35K	﹤0.01%	218

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Cordasco Financial Network's INO Position: Q1 2022 in Review

Cordasco Financial Network sold out of Inovio Pharmaceuticals (INO) in Q1 2022, closing a stake of 83 shares — an estimated $5K sold.

Cordasco Financial Network first reported a position in INO in Q1 2017 and held it in 17 quarters. The position peaked at $27K in Q2 2020. 198 funds tracked by Wall St. Rank hold INO as of Q1 2022.

Cordasco Financial Network reported no remaining Inovio Pharmaceuticals position as of Q1 2022 after selling out during the quarter.
Cordasco Financial Network sold 83 Inovio Pharmaceuticals shares in Q1 2022, an estimated $5K.
Cordasco Financial Network first reported a position in Inovio Pharmaceuticals in Q1 2017 and held it in 17 quarters.
Cordasco Financial Network's Inovio Pharmaceuticals position peaked at $27K in Q2 2020.
198 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q1 2022.

Based on Cordasco Financial Network's 13F filing for Q1 2022, filed 21 Apr 2022.