Ergoteles’s Inovio Pharmaceuticals INO Stock Holding History

Ergoteles’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 Q3	–	Sell	-20,375	Closed	-$109K	–	433
2023 Q2	$109K	Buy	+20,375	New	+$164K	0.01%	913
2022 Q1	–	Sell	-19,659	Closed	-$1.18M	–	1415
2021 Q4	$1.18M	Buy	+19,659	New	+$1.57M	0.05%	374

Other funds holding INO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Ergoteles's INO Position: Q3 2023 in Review

Ergoteles sold out of Inovio Pharmaceuticals (INO) in Q3 2023, closing a stake of 20,375 shares — an estimated $109K sold.

Ergoteles first reported a position in INO in Q4 2021 and held it in 2 quarters. The position peaked at $1.18M in Q4 2021. 124 funds tracked by Wall St. Rank hold INO as of Q3 2023.

Ergoteles reported no remaining Inovio Pharmaceuticals position as of Q3 2023 after selling out during the quarter.
Ergoteles sold 20,375 Inovio Pharmaceuticals shares in Q3 2023, an estimated $109K.
Ergoteles first reported a position in Inovio Pharmaceuticals in Q4 2021 and held it in 2 quarters.
Ergoteles's Inovio Pharmaceuticals position peaked at $1.18M in Q4 2021.
124 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.