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Ellevest Inc’s Inovio Pharmaceuticals INO Stock Holding History

Ellevest Inc’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
Q1 		– Sell
-4
Closed -$76 – 1986
2022
Q4 		$76 Buy
+4
New +$91 ﹤0.01% 1771
2022
Q3 		– Sell
-6
Closed – – 1718
2022
Q2 		$0 Buy
+6
New +$169 ﹤0.01% 1521
2022
Q1 		– Sell
-1
Closed – – 1512
2021
Q4 		$0 Sell
1
-2
-67% -$160 ﹤0.01% 1534
2021
Q3 		$0 Buy
+3
New +$301 ﹤0.01% 1488

Other funds holding INO

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ellevest Inc's INO Position: Q1 2023 in Review

Ellevest Inc sold out of Inovio Pharmaceuticals (INO) in Q1 2023, closing a stake of 4 shares — an estimated $76 sold.

Ellevest Inc first reported a position in INO in Q3 2021 and held it in 4 quarters. The position peaked at $76 in Q4 2022. 174 funds tracked by Wall St. Rank hold INO as of Q1 2023.

  • Ellevest Inc reported no remaining Inovio Pharmaceuticals position as of Q1 2023 after selling out during the quarter.
  • Ellevest Inc sold 4 Inovio Pharmaceuticals shares in Q1 2023, an estimated $76.
  • Ellevest Inc first reported a position in Inovio Pharmaceuticals in Q3 2021 and held it in 4 quarters.
  • Ellevest Inc's Inovio Pharmaceuticals position peaked at $76 in Q4 2022.
  • 174 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.