Global Wealth Management Investment Advisory’s Inovio Pharmaceuticals INO Stock Holding History

Global Wealth Management Investment Advisory’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
2024 Q1	–	Sell	-21	Closed	-$128	–	284
2023 Q4	$128	Hold	21	–	–	﹤0.01%	464
2023 Q3	$97	Hold	21	–	–	﹤0.01%	468
2023 Q2	$112	Buy	+21	New	+$169	﹤0.01%	470
2022 Q3	–	Sell	-21	Closed	–	–	294
2022 Q2	$0	Hold	21	–	–	﹤0.01%	517
2022 Q1	$1K	Hold	21	–	–	﹤0.01%	456
2021 Q4	$1K	Sell	21 -25	-54%	-$2K	﹤0.01%	422
2021 Q3	$4K	Hold	46	–	–	﹤0.01%	373
2021 Q2	$5K	Hold	46	–	–	﹤0.01%	344
2021 Q1	$5K	Hold	46	–	–	﹤0.01%	357
2020 Q4	$5K	Sell	46 -80	-63%	-$10.7K	﹤0.01%	331
2020 Q3	$18K	Sell	126 -21	-14%	-$4.38K	0.01%	236
2020 Q2	$48K	Buy	147 +114	+345%	+$18.3K	0.02%	194
2020 Q1	$3K	Buy	+33	New	+$2.04K	﹤0.01%	472

Other funds holding INO

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

SFI

Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $2.67B AUM 21.74% 1-Year Est. Return

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

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Global Wealth Management Investment Advisory's INO Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Inovio Pharmaceuticals (INO) in Q1 2024, closing a stake of 21 shares — an estimated $128 sold.

Global Wealth Management Investment Advisory first reported a position in INO in Q1 2020 and held it in 13 quarters. The position peaked at $48K in Q2 2020. 89 funds tracked by Wall St. Rank hold INO as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Inovio Pharmaceuticals position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 21 Inovio Pharmaceuticals shares in Q1 2024, an estimated $128.
Global Wealth Management Investment Advisory first reported a position in Inovio Pharmaceuticals in Q1 2020 and held it in 13 quarters.
Global Wealth Management Investment Advisory's Inovio Pharmaceuticals position peaked at $48K in Q2 2020.
89 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.