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FinTrust Capital Advisors’s Inovio Pharmaceuticals INO Stock Holding History

FinTrust Capital Advisors’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
Q2 		– Sell
-50
Closed -$2K – 1261
2022
Q1 		$2K Hold
50
– – ﹤0.01% 1140
2021
Q4 		$3K Hold
50
– – ﹤0.01% 1076
2021
Q3 		$4K Hold
50
– – ﹤0.01% 1045
2021
Q2 		$6K Sell
50
-83
-62% -$7.97K ﹤0.01% 1021
2021
Q1 		$15K Buy
133
+83
+166% +$10.9K ﹤0.01% 784
2020
Q4 		$5K Sell
50
-15
-23% -$2K ﹤0.01% 949
2020
Q3 		$9 Buy
65
+15
+30% +$3.13K ﹤0.01% 838
2020
Q2 		$16K Hold
50
– – 0.01% 663
2020
Q1 		$4K Buy
+50
New +$3.08K ﹤0.01% 905

Other funds holding INO

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

FinTrust Capital Advisors's INO Position: Q2 2022 in Review

FinTrust Capital Advisors sold out of Inovio Pharmaceuticals (INO) in Q2 2022, closing a stake of 50 shares — an estimated $2K sold.

FinTrust Capital Advisors first reported a position in INO in Q1 2020 and held it in 9 quarters. The position peaked at $16K in Q2 2020. 184 funds tracked by Wall St. Rank hold INO as of Q2 2022.

  • FinTrust Capital Advisors reported no remaining Inovio Pharmaceuticals position as of Q2 2022 after selling out during the quarter.
  • FinTrust Capital Advisors sold 50 Inovio Pharmaceuticals shares in Q2 2022, an estimated $2K.
  • FinTrust Capital Advisors first reported a position in Inovio Pharmaceuticals in Q1 2020 and held it in 9 quarters.
  • FinTrust Capital Advisors's Inovio Pharmaceuticals position peaked at $16K in Q2 2020.
  • 184 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2022.

Based on FinTrust Capital Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.