Creative Planning
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Creative Planning’s Inovio Pharmaceuticals INO Stock Holding History

Creative Planning’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
-1,170
Closed -$7.16K – 2966
2023
Q4 		$7.16K Sell
1,170
-29
-2% -$143 ﹤0.01% 2724
2023
Q3 		$5.6K Sell
1,199
-298
-20% -$1.65K ﹤0.01% 2704
2023
Q2 		$8.02K Sell
1,497
-1,309
-47% -$10.6K ﹤0.01% 2553
2023
Q1 		$27.6K Buy
2,806
+249
+10% +$4.25K ﹤0.01% 2389
2022
Q4 		$47.9K Buy
2,557
+1,547
+153% +$35.1K ﹤0.01% 2236
2022
Q3 		$21K Sell
1,010
-21
-2% -$538 ﹤0.01% 2180
2022
Q2 		$21K Sell
1,031
-73
-7% -$2.06K ﹤0.01% 2137
2022
Q1 		$47K Sell
1,104
-96
-8% -$4.32K ﹤0.01% 2067
2021
Q4 		$72K Sell
1,200
-109
-8% -$8.73K ﹤0.01% 1976
2021
Q3 		$112K Sell
1,309
-801
-38% -$80.4K ﹤0.01% 1931
2021
Q2 		$235K Sell
2,110
-4,909
-70% -$472K ﹤0.01% 1706
2021
Q1 		$782K Buy
7,019
+1,838
+35% +$242K ﹤0.01% 1180
2020
Q4 		$550K Sell
5,181
-484
-9% -$64.4K ﹤0.01% 1256
2020
Q3 		$789K Buy
5,665
+189
+3% +$39.4K ﹤0.01% 904
2020
Q2 		$1.77M Buy
5,476
+3,287
+150% +$528K 0.01% 537
2020
Q1 		$195K Buy
2,189
+804
+58% +$49.6K ﹤0.01% 1401
2019
Q4 		$55K Sell
1,385
-34
-2% -$1.02K ﹤0.01% 1815
2019
Q3 		$35K Hold
1,419
– – ﹤0.01% 1820
2019
Q2 		$50K Buy
+1,419
New +$56.4K ﹤0.01% 1815
2019
Q1 		– Sell
-929
Closed -$45K – 2040
2018
Q4 		$45K Sell
929
-36
-4% -$2.19K ﹤0.01% 1720
2018
Q3 		$64K Hold
965
– – ﹤0.01% 1846
2018
Q2 		$45K Sell
965
-326
-25% -$18K ﹤0.01% 1858
2018
Q1 		$73K Buy
1,291
+450
+54% +$24.4K ﹤0.01% 1785
2017
Q4 		$42K Buy
+841
New +$52.1K ﹤0.01% 1810
2017
Q3 		– Sell
-716
Closed -$67K – 2769
2017
Q2 		$67K Sell
716
-203
-22% -$17.4K ﹤0.01% 2285
2017
Q1 		$73K Sell
919
-746
-45% -$59.4K ﹤0.01% 2169
2016
Q4 		$139K Buy
1,665
+872
+110% +$78.8K ﹤0.01% 1635
2016
Q3 		$89K Sell
793
-1,848
-70% -$204K ﹤0.01% 1929
2016
Q2 		$293K Sell
2,641
-11,576
-81% -$1.41M ﹤0.01% 1065
2016
Q1 		$1.49M Buy
14,217
+1,367
+11% +$106K 0.01% 385
2015
Q4 		$1.04M Buy
12,850
+500
+4% +$39.8K 0.01% 495
2015
Q3 		$857K Buy
12,350
+142
+1% +$12.4K 0.01% 525
2015
Q2 		$1.2M Buy
12,208
+11,691
+2,261% +$1.25M 0.01% 418
2015
Q1 		$51K Buy
517
+84
+19% +$8.14K ﹤0.01% 2021
2014
Q4 		$48K Buy
433
+324
+297% +$39.6K ﹤0.01% 2032
2014
Q3 		$13K Sell
109
-33
-23% -$4.11K ﹤0.01% 2796
2014
Q2 		$18K Buy
142
+82
+137% +$9.68K ﹤0.01% 2551
2014
Q1 		$10K Buy
60
+4
+7% +$574 ﹤0.01% 2752
2013
Q4 		$8K Buy
+56
New +$5.6K ﹤0.01% 2666

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

Creative Planning's INO Position: Q1 2024 in Review

Creative Planning sold out of Inovio Pharmaceuticals (INO) in Q1 2024, closing a stake of 1,170 shares — an estimated $7.16K sold.

Creative Planning first reported a position in INO in Q4 2013 and held it in 39 quarters. The position peaked at $1.77M in Q2 2020. 89 funds tracked by Wall St. Rank hold INO as of Q1 2024.

  • Creative Planning reported no remaining Inovio Pharmaceuticals position as of Q1 2024 after selling out during the quarter.
  • Creative Planning sold 1,170 Inovio Pharmaceuticals shares in Q1 2024, an estimated $7.16K.
  • Creative Planning first reported a position in Inovio Pharmaceuticals in Q4 2013 and held it in 39 quarters.
  • Creative Planning's Inovio Pharmaceuticals position peaked at $1.77M in Q2 2020.
  • 89 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q1 2024.

Based on Creative Planning's 13F filing for Q1 2024, filed 13 May 2024.