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Householder Group Estate & Retirement Specialist’s Inovio Pharmaceuticals INO Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$0 Sell
56
-50
-47% -$221 ﹤0.01% 855
2024
Q3 		$0 Buy
+106
New +$874 ﹤0.01% 1238
2024
Q2 		– Sell
-106
Closed -$1.47K – 1266
2024
Q1 		$1.47K Hold
106
– – ﹤0.01% 1088
2023
Q4 		$0 Hold
106
– – ﹤0.01% 1235
2023
Q3 		$495 Buy
+106
New +$586 ﹤0.01% 1191
2023
Q1 		$1K Buy
106
+50
+89% +$852 ﹤0.01% 1156
2022
Q4 		$1K Hold
56
– – ﹤0.01% 339
2022
Q3 		$1K Buy
+56
New +$1.43K ﹤0.01% 1024

Other funds holding INO

DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
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
SCM
Stonepine Capital Management Bend, Oregon $250M AUM 77.6% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's INO Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Inovio Pharmaceuticals (INO) stake by 47% in Q4 2024, selling an estimated $221 and leaving 56 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #855.

Householder Group Estate & Retirement Specialist first reported a position in INO in Q3 2022 and has held it in 8 quarters since. The position peaked at $1.47K in Q1 2024. 104 funds tracked by Wall St. Rank hold INO as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 56 shares of Inovio Pharmaceuticals worth $0 as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 50 Inovio Pharmaceuticals shares in Q4 2024, an estimated $221.
  • Inovio Pharmaceuticals made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #855 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Inovio Pharmaceuticals in Q3 2022 and has held it in 8 quarters since.
  • Householder Group Estate & Retirement Specialist's Inovio Pharmaceuticals position peaked at $1.47K in Q1 2024.
  • 104 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.