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Gupta Wealth Management’s Inovio Pharmaceuticals INO Stock Holding History

Gupta 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
2016
Q1 		$17K Hold
167
– – ﹤0.01% 706
2015
Q4 		$13K Hold
167
– – ﹤0.01% 815
2015
Q3 		$12K Hold
167
– – ﹤0.01% 864
2015
Q2 		$16K Hold
167
– – ﹤0.01% 786
2015
Q1 		$16K Buy
+167
New +$16.2K ﹤0.01% 655

Other funds holding INO

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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 $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIP
Stoneridge Investment Partners Radnor, Pennsylvania $152M AUM 20.58% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Gupta Wealth Management's INO Position: Q1 2016 in Review

Gupta Wealth Management held its Inovio Pharmaceuticals (INO) position steady in Q1 2016 at 167 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

Gupta Wealth Management first reported a position in INO in Q1 2015 and has held it in 5 quarters since. 115 funds tracked by Wall St. Rank hold INO as of Q1 2016.

  • Gupta Wealth Management held 167 shares of Inovio Pharmaceuticals worth $17K as of Q1 2016.
  • Gupta Wealth Management left its Inovio Pharmaceuticals share count unchanged in Q1 2016.
  • Inovio Pharmaceuticals made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #706 holding.
  • Gupta Wealth Management first reported a position in Inovio Pharmaceuticals in Q1 2015 and has held it in 5 quarters since.
  • 115 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.