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Credential Qtrade Securities’s Inovio Pharmaceuticals INO Stock Holding History

Credential Qtrade Securities’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
Q3 		– Sell
-55
Closed -$6.16K – 358
2021
Q2 		$6.16K Hold
55
– – ﹤0.01% 325
2021
Q1 		$6.16K Hold
55
– – ﹤0.01% 311
2020
Q4 		$5.88K Buy
+55
New +$7.32K ﹤0.01% 298

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Credential Qtrade Securities's INO Position: Q3 2021 in Review

Credential Qtrade Securities sold out of Inovio Pharmaceuticals (INO) in Q3 2021, closing a stake of 55 shares — an estimated $6.16K sold.

Credential Qtrade Securities first reported a position in INO in Q4 2020 and held it in 3 quarters. The position peaked at $6.16K in Q1 2021. 213 funds tracked by Wall St. Rank hold INO as of Q3 2021.

  • Credential Qtrade Securities reported no remaining Inovio Pharmaceuticals position as of Q3 2021 after selling out during the quarter.
  • Credential Qtrade Securities sold 55 Inovio Pharmaceuticals shares in Q3 2021, an estimated $6.16K.
  • Credential Qtrade Securities first reported a position in Inovio Pharmaceuticals in Q4 2020 and held it in 3 quarters.
  • Credential Qtrade Securities's Inovio Pharmaceuticals position peaked at $6.16K in Q1 2021.
  • 213 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2021.

Based on Credential Qtrade Securities's 13F filing for Q3 2021, filed 21 Jul 2025.