Envestnet Asset Management
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Envestnet Asset Management’s Inovio Pharmaceuticals INO Stock Holding History

Envestnet Asset 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
2023
Q4 		– Sell
-1,608
Closed -$7.51K – 4104
2023
Q3 		$7.51K Buy
+1,608
New +$8.88K ﹤0.01% 3997
2023
Q1 		– Sell
-845
Closed -$15.8K – 4035
2022
Q4 		$15.8K Sell
845
-6
-0.7% -$136 ﹤0.01% 3933
2022
Q3 		$18K Buy
+851
New +$21.8K ﹤0.01% 3871

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Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Envestnet Asset Management's INO Position: Q4 2023 in Review

Envestnet Asset Management sold out of Inovio Pharmaceuticals (INO) in Q4 2023, closing a stake of 1,608 shares — an estimated $7.51K sold.

Envestnet Asset Management first reported a position in INO in Q3 2022 and held it in 3 quarters. The position peaked at $18K in Q3 2022. 113 funds tracked by Wall St. Rank hold INO as of Q4 2023.

  • Envestnet Asset Management reported no remaining Inovio Pharmaceuticals position as of Q4 2023 after selling out during the quarter.
  • Envestnet Asset Management sold 1,608 Inovio Pharmaceuticals shares in Q4 2023, an estimated $7.51K.
  • Envestnet Asset Management first reported a position in Inovio Pharmaceuticals in Q3 2022 and held it in 3 quarters.
  • Envestnet Asset Management's Inovio Pharmaceuticals position peaked at $18K in Q3 2022.
  • 113 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2023.

Based on Envestnet Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.