Costello Asset Management’s Inovio Pharmaceuticals INO Stock Holding History

Costello Asset Management’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	-26	Closed	-$1K	–	234
2022 Q1	$1K	Hold	26	–	–	﹤0.01%	234
2021 Q4	$2K	Hold	26	–	–	﹤0.01%	219
2021 Q3	$2K	Hold	26	–	–	﹤0.01%	212
2021 Q2	$3K	Hold	26	–	–	﹤0.01%	205
2021 Q1	$3K	Sell	26 -42	-62%	-$5.52K	﹤0.01%	222
2020 Q4	$7K	Hold	68	–	–	0.01%	193
2020 Q3	$9K	Buy	68 +42	+162%	+$8.76K	0.01%	168
2020 Q2	$8K	Buy	+26	New	+$4.17K	0.01%	166

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

Costello Asset Management's INO Position: Q2 2022 in Review

Costello Asset Management sold out of Inovio Pharmaceuticals (INO) in Q2 2022, closing a stake of 26 shares — an estimated $1K sold.

Costello Asset Management first reported a position in INO in Q2 2020 and held it in 8 quarters. The position peaked at $9K in Q3 2020. 184 funds tracked by Wall St. Rank hold INO as of Q2 2022.

Costello Asset Management reported no remaining Inovio Pharmaceuticals position as of Q2 2022 after selling out during the quarter.
Costello Asset Management sold 26 Inovio Pharmaceuticals shares in Q2 2022, an estimated $1K.
Costello Asset Management first reported a position in Inovio Pharmaceuticals in Q2 2020 and held it in 8 quarters.
Costello Asset Management's Inovio Pharmaceuticals position peaked at $9K in Q3 2020.
184 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2022.

Based on Costello Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.