EDRH
INO icon

Edmond de Rothschild Holding’s Inovio Pharmaceuticals INO Stock Holding History

Edmond de Rothschild Holding’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
Q1 		– Sell
-2,500
Closed -$266K – 736
2020
Q4 		$266K Hold
2,500
– – 0.01% 410
2020
Q3 		$348K Hold
2,500
– – 0.01% 346
2020
Q2 		$809K Buy
+2,500
New +$401K 0.03% 250

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
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
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

Edmond de Rothschild Holding's INO Position: Q1 2021 in Review

Edmond de Rothschild Holding sold out of Inovio Pharmaceuticals (INO) in Q1 2021, closing a stake of 2,500 shares — an estimated $266K sold.

Edmond de Rothschild Holding first reported a position in INO in Q2 2020 and held it in 3 quarters. The position peaked at $809K in Q2 2020. 218 funds tracked by Wall St. Rank hold INO as of Q1 2021.

  • Edmond de Rothschild Holding reported no remaining Inovio Pharmaceuticals position as of Q1 2021 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 2,500 Inovio Pharmaceuticals shares in Q1 2021, an estimated $266K.
  • Edmond de Rothschild Holding first reported a position in Inovio Pharmaceuticals in Q2 2020 and held it in 3 quarters.
  • Edmond de Rothschild Holding's Inovio Pharmaceuticals position peaked at $809K in Q2 2020.
  • 218 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q1 2021.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2021, filed 17 May 2021.