DIM
INO icon

DC Investments Management’s Inovio Pharmaceuticals INO Stock Holding History

DC Investments 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
2020
Q4 		– Sell
-6,891
Closed -$959K – 78
2020
Q3 		$959K Sell
6,891
-49
-0.7% -$10.2K 1.05% 26
2020
Q2 		$2.24M Buy
+6,940
New +$1.11M 0.82% 14

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
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

DC Investments Management's INO Position: Q4 2020 in Review

DC Investments Management sold out of Inovio Pharmaceuticals (INO) in Q4 2020, closing a stake of 6,891 shares — an estimated $959K sold.

DC Investments Management first reported a position in INO in Q2 2020 and held it in 2 quarters. The position peaked at $2.24M in Q2 2020. 227 funds tracked by Wall St. Rank hold INO as of Q4 2020.

  • DC Investments Management reported no remaining Inovio Pharmaceuticals position as of Q4 2020 after selling out during the quarter.
  • DC Investments Management sold 6,891 Inovio Pharmaceuticals shares in Q4 2020, an estimated $959K.
  • DC Investments Management first reported a position in Inovio Pharmaceuticals in Q2 2020 and held it in 2 quarters.
  • DC Investments Management's Inovio Pharmaceuticals position peaked at $2.24M in Q2 2020.
  • 227 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2020.

Based on DC Investments Management's 13F filing for Q4 2020, filed 12 Feb 2021.