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Gerber Kawasaki Wealth & Investment Management’s Inovio Pharmaceuticals INO Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-124
Closed -$10K – 670
2021
Q3 		$10K Buy
+124
New +$12.4K ﹤0.01% 634

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

Gerber Kawasaki Wealth & Investment Management's INO Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Inovio Pharmaceuticals (INO) in Q4 2021, closing a stake of 124 shares — an estimated $10K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in INO in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 208 funds tracked by Wall St. Rank hold INO as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Inovio Pharmaceuticals position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 124 Inovio Pharmaceuticals shares in Q4 2021, an estimated $10K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Inovio Pharmaceuticals in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Inovio Pharmaceuticals position peaked at $10K in Q3 2021.
  • 208 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.