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Cornerstone Planning Group’s Inovio Pharmaceuticals INO Stock Holding History

Cornerstone Planning Group’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
-75
Closed -$459 – 1149
2023
Q4 		$459 Hold
75
– – ﹤0.01% 784
2023
Q3 		$350 Hold
75
– – ﹤0.01% 952
2023
Q2 		$402 Buy
+75
New +$605 ﹤0.01% 1476
2022
Q4 		$1.51K Buy
+75
New +$1.7K ﹤0.01% 1266

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

Cornerstone Planning Group's INO Position: Q1 2024 in Review

Cornerstone Planning Group sold out of Inovio Pharmaceuticals (INO) in Q1 2024, closing a stake of 75 shares — an estimated $459 sold.

Cornerstone Planning Group first reported a position in INO in Q4 2022 and held it in 4 quarters. The position peaked at $1.51K in Q4 2022. 89 funds tracked by Wall St. Rank hold INO as of Q1 2024.

  • Cornerstone Planning Group reported no remaining Inovio Pharmaceuticals position as of Q1 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 75 Inovio Pharmaceuticals shares in Q1 2024, an estimated $459.
  • Cornerstone Planning Group first reported a position in Inovio Pharmaceuticals in Q4 2022 and held it in 4 quarters.
  • Cornerstone Planning Group's Inovio Pharmaceuticals position peaked at $1.51K in Q4 2022.
  • 89 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q1 2024.

Based on Cornerstone Planning Group's 13F filing for Q1 2024, filed 7 May 2024.