Financial Gravity Asset Management’s Inovio Pharmaceuticals INO Stock Holding History

Financial Gravity 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
2024 Q2	–	Sell	-15	Closed	-$212	–	1938
2024 Q1	$212	Buy	15 +12	+400%	+$104	﹤0.01%	1609
2023 Q4	$17	Buy	3 +2	+200%	+$10	﹤0.01%	1441
2023 Q3	$7	Buy	+1	New	+$6	﹤0.01%	1183
2023 Q2	–	Hold	0	–	–	–	1501
2023 Q1	–	Hold	0	–	–	–	822
2022 Q4	–	Sell	-1	Closed	-$23	–	1198
2022 Q3	$31	Hold	1	–	–	﹤0.01%	685
2022 Q2	$31	Sell	1 -1	-50%	-$28	﹤0.01%	632
2022 Q1	$64	Sell	2 -1	-33%	-$45	﹤0.01%	636
2021 Q4	$88	Buy	3 +1	+50%	+$80	﹤0.01%	678
2021 Q3	$7K	Buy	+2	New	+$201	﹤0.01%	920
2020 Q2	–	Sell	-1	Closed	-$67	–	431
2020 Q1	$67	Sell	1 -2	-67%	-$123	﹤0.01%	935
2019 Q4	$3K	Hold	3	–	–	﹤0.01%	1312
2019 Q3	$0	Hold	3	–	–	﹤0.01%	1372
2019 Q2	$0	Hold	3	–	–	﹤0.01%	1439
2019 Q1	$0	Buy	+3	New	+$151	﹤0.01%	1423
2018 Q3	$0	Buy	+3	New	+$167	﹤0.01%	1503

Other funds holding INO

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFI

Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $2.67B AUM 21.74% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Financial Gravity Asset Management's INO Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Inovio Pharmaceuticals (INO) in Q2 2024, closing a stake of 15 shares — an estimated $212 sold.

Financial Gravity Asset Management first reported a position in INO in Q3 2018 and held it in 14 quarters. The position peaked at $7K in Q3 2021. 96 funds tracked by Wall St. Rank hold INO as of Q2 2024.

Financial Gravity Asset Management reported no remaining Inovio Pharmaceuticals position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 15 Inovio Pharmaceuticals shares in Q2 2024, an estimated $212.
Financial Gravity Asset Management first reported a position in Inovio Pharmaceuticals in Q3 2018 and held it in 14 quarters.
Financial Gravity Asset Management's Inovio Pharmaceuticals position peaked at $7K in Q3 2021.
96 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.