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Creative Financial Designs’s Inovio Pharmaceuticals INO Stock Holding History

Creative Financial Designs’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
2021
Q1 		– Sell
-2
Closed – – 1336
2020
Q4 		$0 Hold
2
– – ﹤0.01% 1266
2020
Q3 		$0 Sell
2
-283
-99% -$59K ﹤0.01% 1254
2020
Q2 		$92K Buy
+285
New +$45.8K 0.03% 302

Other funds holding INO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Financial Designs's INO Position: Q1 2021 in Review

Creative Financial Designs sold out of Inovio Pharmaceuticals (INO) in Q1 2021, closing a stake of 2 shares.

Creative Financial Designs first reported a position in INO in Q2 2020 and held it in 3 quarters. The position peaked at $92K in Q2 2020. 218 funds tracked by Wall St. Rank hold INO as of Q1 2021.

  • Creative Financial Designs reported no remaining Inovio Pharmaceuticals position as of Q1 2021 after selling out during the quarter.
  • Creative Financial Designs sold 2 Inovio Pharmaceuticals shares in Q1 2021.
  • Creative Financial Designs first reported a position in Inovio Pharmaceuticals in Q2 2020 and held it in 3 quarters.
  • Creative Financial Designs's Inovio Pharmaceuticals position peaked at $92K in Q2 2020.
  • 218 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q1 2021.

Based on Creative Financial Designs's 13F filing for Q1 2021, filed 19 Apr 2021.