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Focused Wealth Management’s Inovio Pharmaceuticals INO Stock Holding History

Focused Wealth 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
2020
Q2 		– Sell
-21
Closed -$2K – 786
2020
Q1 		$2K Buy
+21
New +$1.29K ﹤0.01% 609
2017
Q2 		– Sell
-83
Closed -$7K – 722
2017
Q1 		$7K Hold
83
– – ﹤0.01% 504
2016
Q4 		$7K Hold
83
– – ﹤0.01% 504
2016
Q3 		$9K Hold
83
– – ﹤0.01% 456
2016
Q2 		$9K Buy
+83
New +$10.1K ﹤0.01% 451

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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Focused Wealth Management's INO Position: Q2 2020 in Review

Focused Wealth Management sold out of Inovio Pharmaceuticals (INO) in Q2 2020, closing a stake of 21 shares — an estimated $2K sold.

Focused Wealth Management first reported a position in INO in Q2 2016 and held it in 5 quarters. The position peaked at $9K in Q3 2016. 214 funds tracked by Wall St. Rank hold INO as of Q2 2020.

  • Focused Wealth Management reported no remaining Inovio Pharmaceuticals position as of Q2 2020 after selling out during the quarter.
  • Focused Wealth Management sold 21 Inovio Pharmaceuticals shares in Q2 2020, an estimated $2K.
  • Focused Wealth Management first reported a position in Inovio Pharmaceuticals in Q2 2016 and held it in 5 quarters.
  • Focused Wealth Management's Inovio Pharmaceuticals position peaked at $9K in Q3 2016.
  • 214 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2020.

Based on Focused Wealth Management's 13F filing for Q2 2020, filed 24 Jul 2020.