Creative Planning
INO icon

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
2020
Q3 		– Sell
-25
Closed -$2K – 2204
2020
Q2 		$2K Buy
+25
New +$4.01K ﹤0.01% 1952
2016
Q4 		– Sell
-83
Closed -$1K – 4720
2016
Q3 		$1K Buy
+83
New +$9.17K ﹤0.01% 4389

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.