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	-5	Closed	-$72	–	1614
2024 Q1	$72	Buy	5 +4	+400%	+$35	﹤0.01%	1003
2023 Q4	$10	Buy	+1	New	+$5	﹤0.01%	1279
2021 Q3	$7K	Buy	+2	New	+$201	﹤0.01%	920
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 $6.87B AUM 205.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFI

Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $5.32B AUM 30.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 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 5 shares — an estimated $72 sold.

Financial Gravity Asset Management first reported a position in INO in Q3 2018 and held it in 8 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 5 Inovio Pharmaceuticals shares in Q2 2024, an estimated $72.
Financial Gravity Asset Management first reported a position in Inovio Pharmaceuticals in Q3 2018 and held it in 8 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.