EWM
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Executive Wealth Management’s Inovio Pharmaceuticals INO Stock Holding History

Executive Wealth 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
2019
Q3 		– Sell
-4
Closed – – 447
2019
Q2 		$0 Hold
4
– – ﹤0.01% 915
2019
Q1 		$0 Hold
4
– – ﹤0.01% 876
2018
Q4 		$0 Buy
+4
New +$243 ﹤0.01% 895

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
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Executive Wealth Management's INO Position: Q3 2019 in Review

Executive Wealth Management sold out of Inovio Pharmaceuticals (INO) in Q3 2019, closing a stake of 4 shares.

Executive Wealth Management first reported a position in INO in Q4 2018 and held it in 3 quarters. The position peaked at $0 in Q2 2019. 118 funds tracked by Wall St. Rank hold INO as of Q3 2019.

  • Executive Wealth Management reported no remaining Inovio Pharmaceuticals position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 4 Inovio Pharmaceuticals shares in Q3 2019.
  • Executive Wealth Management first reported a position in Inovio Pharmaceuticals in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Inovio Pharmaceuticals position peaked at $0 in Q2 2019.
  • 118 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.