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Dynamic Advisor Solutions’s Inovio Pharmaceuticals INO Stock Holding History

Dynamic Advisor Solutions’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
2023
Q2 		– Sell
-1,667
Closed -$16.4K – 827
2023
Q1 		$16.4K Buy
+1,667
New +$28.4K ﹤0.01% 748

Other funds holding INO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Dynamic Advisor Solutions's INO Position: Q2 2023 in Review

Dynamic Advisor Solutions sold out of Inovio Pharmaceuticals (INO) in Q2 2023, closing a stake of 1,667 shares — an estimated $16.4K sold.

Dynamic Advisor Solutions first reported a position in INO in Q1 2023 and held it in 1 quarter. The position peaked at $16.4K in Q1 2023. 133 funds tracked by Wall St. Rank hold INO as of Q2 2023.

  • Dynamic Advisor Solutions reported no remaining Inovio Pharmaceuticals position as of Q2 2023 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 1,667 Inovio Pharmaceuticals shares in Q2 2023, an estimated $16.4K.
  • Dynamic Advisor Solutions first reported a position in Inovio Pharmaceuticals in Q1 2023 and held it in 1 quarter.
  • Dynamic Advisor Solutions's Inovio Pharmaceuticals position peaked at $16.4K in Q1 2023.
  • 133 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2023.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.