Glassman Wealth Services’s Inovio Pharmaceuticals INO Stock Holding History

Glassman Wealth Services’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	–	Hold	0	–	–	–	1827
2022 Q1	–	Hold	0	–	–	–	1781
2020 Q4	–	Sell	-52	Closed	-$7K	–	1436
2020 Q3	$7K	Buy	+52	New	+$10.8K	﹤0.01%	699
2020 Q2	–	Sell	-167	Closed	-$15K	–	1374
2020 Q1	$15K	Buy	+167	New	+$10.3K	0.01%	378
2018 Q3	–	Sell	-6	Closed	–	–	879
2018 Q2	$0	Hold	6	–	–	﹤0.01%	867
2018 Q1	$0	Buy	6 +1	+20%	+$54	﹤0.01%	816
2017 Q4	$0	Buy	+5	New	+$310	﹤0.01%	726

Other funds holding INO

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Glassman Wealth Services's INO Position: Q2 2022 in Review

Glassman Wealth Services held its Inovio Pharmaceuticals (INO) position steady in Q2 2022 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

Glassman Wealth Services first reported a position in INO in Q4 2017 and has held it in 5 quarters since. The position peaked at $15K in Q1 2020. 184 funds tracked by Wall St. Rank hold INO as of Q2 2022.

Glassman Wealth Services held 0 shares of Inovio Pharmaceuticals worth $0 as of Q2 2022.
Glassman Wealth Services left its Inovio Pharmaceuticals share count unchanged in Q2 2022.
Inovio Pharmaceuticals made up ﹤0.01% of Glassman Wealth Services's portfolio in Q2 2022, its #1827 holding.
Glassman Wealth Services first reported a position in Inovio Pharmaceuticals in Q4 2017 and has held it in 5 quarters since.
Glassman Wealth Services's Inovio Pharmaceuticals position peaked at $15K in Q1 2020.
184 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2022.

Based on Glassman Wealth Services's 13F filing for Q2 2022, filed 4 Aug 2022.