Evoke Wealth’s Inovio Pharmaceuticals INO Stock Holding History

Evoke Wealth’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	-14	Closed	-$1K	–	1187
2020 Q4	$1K	Buy	+14	New	+$1.86K	﹤0.01%	969

Other funds holding INO

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

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Evoke Wealth's INO Position: Q1 2021 in Review

Evoke Wealth sold out of Inovio Pharmaceuticals (INO) in Q1 2021, closing a stake of 14 shares — an estimated $1K sold.

Evoke Wealth first reported a position in INO in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 218 funds tracked by Wall St. Rank hold INO as of Q1 2021.

Evoke Wealth reported no remaining Inovio Pharmaceuticals position as of Q1 2021 after selling out during the quarter.
Evoke Wealth sold 14 Inovio Pharmaceuticals shares in Q1 2021, an estimated $1K.
Evoke Wealth first reported a position in Inovio Pharmaceuticals in Q4 2020 and held it in 1 quarter.
Evoke Wealth's Inovio Pharmaceuticals position peaked at $1K in Q4 2020.
218 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q1 2021.

Based on Evoke Wealth's 13F filing for Q1 2021, filed 13 May 2021.