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Financial Advocates Investment Management’s Inovio Pharmaceuticals INO Stock Holding History

Financial Advocates Investment 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
2022
Q4 		– Sell
-1,180
Closed -$628K – 815
2022
Q3 		$628K Buy
+1,180
New +$30.2K 0.05% 355

Other funds holding INO

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Advocates Investment Management's INO Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of Inovio Pharmaceuticals (INO) in Q4 2022, closing a stake of 1,180 shares — an estimated $628K sold.

Financial Advocates Investment Management first reported a position in INO in Q3 2022 and held it in 1 quarter. The position peaked at $628K in Q3 2022. 183 funds tracked by Wall St. Rank hold INO as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining Inovio Pharmaceuticals position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,180 Inovio Pharmaceuticals shares in Q4 2022, an estimated $628K.
  • Financial Advocates Investment Management first reported a position in Inovio Pharmaceuticals in Q3 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's Inovio Pharmaceuticals position peaked at $628K in Q3 2022.
  • 183 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.