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Harvest Investment Services’s Inovio Pharmaceuticals INO Stock Holding History

Harvest Investment 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
2021
Q3 		– Sell
-4,270
Closed -$474K – 301
2021
Q2 		$474K Sell
4,270
-189
-4% -$18.2K 0.2% 140
2021
Q1 		$496K Sell
4,459
-693
-13% -$91.1K 0.22% 130
2020
Q4 		$547K Buy
5,152
+1,189
+30% +$158K 0.28% 95
2020
Q3 		$551K Buy
3,963
+1,026
+35% +$214K 0.32% 77
2020
Q2 		$949K Buy
+2,937
New +$472K 0.56% 45

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Harvest Investment Services's INO Position: Q3 2021 in Review

Harvest Investment Services sold out of Inovio Pharmaceuticals (INO) in Q3 2021, closing a stake of 4,270 shares — an estimated $474K sold.

Harvest Investment Services first reported a position in INO in Q2 2020 and held it in 5 quarters. The position peaked at $949K in Q2 2020. 213 funds tracked by Wall St. Rank hold INO as of Q3 2021.

  • Harvest Investment Services reported no remaining Inovio Pharmaceuticals position as of Q3 2021 after selling out during the quarter.
  • Harvest Investment Services sold 4,270 Inovio Pharmaceuticals shares in Q3 2021, an estimated $474K.
  • Harvest Investment Services first reported a position in Inovio Pharmaceuticals in Q2 2020 and held it in 5 quarters.
  • Harvest Investment Services's Inovio Pharmaceuticals position peaked at $949K in Q2 2020.
  • 213 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2021.

Based on Harvest Investment Services's 13F filing for Q3 2021, filed 29 Oct 2021.