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Emerald Advisers’s Inovio Pharmaceuticals INO Stock Holding History

Emerald Advisers’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
2019
Q4 		– Sell
-1,829
Closed -$45K – 345
2019
Q3 		$45K Hold
1,829
– – ﹤0.01% 243
2019
Q2 		$65K Sell
1,829
-2,631
-59% -$105K ﹤0.01% 247
2019
Q1 		$200K Hold
4,460
– – 0.01% 242
2018
Q4 		$214K Sell
4,460
-1,550
-26% -$94.2K 0.01% 234
2018
Q3 		$401K Buy
6,010
+1,173
+24% +$65.3K 0.01% 218
2018
Q2 		$228K Buy
+4,837
New +$267K 0.01% 238
2017
Q4 		– Sell
-1,694
Closed -$129K – 253
2017
Q3 		$129K Buy
1,694
+774
+84% +$57.6K 0.01% 233
2017
Q2 		$87K Hold
920
– – ﹤0.01% 221
2017
Q1 		$73K Sell
920
-8
-0.9% -$637 ﹤0.01% 231
2016
Q4 		$77K Sell
928
-16,050
-95% -$1.45M ﹤0.01% 264
2016
Q3 		$1.9M Buy
16,978
+4,062
+31% +$449K 0.08% 206
2016
Q2 		$1.43M Sell
12,916
-546
-4% -$66.3K 0.07% 219
2016
Q1 		$1.41M Sell
13,462
-21,425
-61% -$1.65M 0.07% 226
2015
Q4 		$2.81M Hold
34,887
– – 0.13% 176
2015
Q3 		$2.42M Buy
34,887
+10,846
+45% +$945K 0.13% 190
2015
Q2 		$2.35M Buy
24,041
+16,541
+221% +$1.77M 0.11% 199
2015
Q1 		$874K Buy
7,500
+262
+4% +$25.4K 0.04% 258
2014
Q4 		$797K Sell
7,238
-458
-6% -$56K 0.04% 255
2014
Q3 		$910K Buy
7,696
+20
+0.3% +$2.49K 0.05% 253
2014
Q2 		$996K Sell
7,676
-7,599
-50% -$897K 0.06% 253
2014
Q1 		$2.44M Buy
+15,275
New +$2.19M 0.14% 181

Other funds holding INO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Emerald Advisers's INO Position: Q4 2019 in Review

Emerald Advisers sold out of Inovio Pharmaceuticals (INO) in Q4 2019, closing a stake of 1,829 shares — an estimated $45K sold.

Emerald Advisers first reported a position in INO in Q1 2014 and held it in 21 quarters. The position peaked at $2.81M in Q4 2015. 106 funds tracked by Wall St. Rank hold INO as of Q4 2019.

  • Emerald Advisers reported no remaining Inovio Pharmaceuticals position as of Q4 2019 after selling out during the quarter.
  • Emerald Advisers sold 1,829 Inovio Pharmaceuticals shares in Q4 2019, an estimated $45K.
  • Emerald Advisers first reported a position in Inovio Pharmaceuticals in Q1 2014 and held it in 21 quarters.
  • Emerald Advisers's Inovio Pharmaceuticals position peaked at $2.81M in Q4 2015.
  • 106 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2019.

Based on Emerald Advisers's 13F filing for Q4 2019, filed 29 Jan 2020.