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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
-387
Closed -$500K – 658
2021
Q1 		$500K Buy
+387
New +$50.9K 0.02% 286

Other funds holding INO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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 387 shares — an estimated $500K sold.

Financial Perspectives first reported a position in INO in Q1 2021 and held it in 1 quarter. The position peaked at $500K 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 387 Inovio Pharmaceuticals shares in Q2 2021, an estimated $500K.
  • 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 $500K 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.