FP
INO icon

Financial Perspectives’s Inovio Pharmaceuticals INO Stock Holding History

Financial Perspectives’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
Q2 		– Sell
-42
Closed -$4.64K – 658
2021
Q1 		$4.64K Buy
+42
New +$5.52K ﹤0.01% 522

Other funds holding INO

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Financial Perspectives's INO Position: Q2 2021 in Review

Financial Perspectives sold out of Inovio Pharmaceuticals (INO) in Q2 2021, closing a stake of 42 shares — an estimated $4.64K sold.

Financial Perspectives first reported a position in INO in Q1 2021 and held it in 1 quarter. The position peaked at $4.64K in Q1 2021. 211 funds tracked by Wall St. Rank hold INO as of Q2 2021.

  • Financial Perspectives reported no remaining Inovio Pharmaceuticals position as of Q2 2021 after selling out during the quarter.
  • Financial Perspectives sold 42 Inovio Pharmaceuticals shares in Q2 2021, an estimated $4.64K.
  • Financial Perspectives first reported a position in Inovio Pharmaceuticals in Q1 2021 and held it in 1 quarter.
  • Financial Perspectives's Inovio Pharmaceuticals position peaked at $4.64K in Q1 2021.
  • 211 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2021.

Based on Financial Perspectives's 13F filing for Q2 2021, filed 10 Jan 2024.