First Trust Advisors
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First Trust Advisors’s Inovio Pharmaceuticals INO Stock Holding History

First Trust 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
2021
Q4 		– Sell
-4,621
Closed -$397K – 2556
2021
Q3 		$397K Buy
+4,621
New +$464K ﹤0.01% 2332
2021
Q1 		– Sell
-4,672
Closed -$496K – 2432
2020
Q4 		$496K Buy
+4,672
New +$622K ﹤0.01% 2117

Other funds holding INO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Trust Advisors's INO Position: Q4 2021 in Review

First Trust Advisors sold out of Inovio Pharmaceuticals (INO) in Q4 2021, closing a stake of 4,621 shares — an estimated $397K sold.

First Trust Advisors first reported a position in INO in Q4 2020 and held it in 2 quarters. The position peaked at $496K in Q4 2020. 208 funds tracked by Wall St. Rank hold INO as of Q4 2021.

  • First Trust Advisors reported no remaining Inovio Pharmaceuticals position as of Q4 2021 after selling out during the quarter.
  • First Trust Advisors sold 4,621 Inovio Pharmaceuticals shares in Q4 2021, an estimated $397K.
  • First Trust Advisors first reported a position in Inovio Pharmaceuticals in Q4 2020 and held it in 2 quarters.
  • First Trust Advisors's Inovio Pharmaceuticals position peaked at $496K in Q4 2020.
  • 208 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2021.

Based on First Trust Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.