Howe & Rusling’s Inovio Pharmaceuticals INO Stock Holding History

Howe & Rusling’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
2020 Q4	–	Sell	-29	Closed	-$4K	–	967
2020 Q3	$4K	Buy	+29	New	+$6.05K	﹤0.01%	599
2016 Q1	–	Sell	-17	Closed	-$1K	–	1025
2015 Q4	$1K	Hold	17	–	–	﹤0.01%	910
2015 Q3	$1K	Sell	17 -18	-51%	-$1.57K	﹤0.01%	921
2015 Q2	$3K	Sell	35 -15	-30%	-$1.6K	﹤0.01%	774
2015 Q1	$5K	Buy	+50	New	+$4.84K	﹤0.01%	609

Other funds holding INO

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Howe & Rusling's INO Position: Q4 2020 in Review

Howe & Rusling sold out of Inovio Pharmaceuticals (INO) in Q4 2020, closing a stake of 29 shares — an estimated $4K sold.

Howe & Rusling first reported a position in INO in Q1 2015 and held it in 5 quarters. The position peaked at $5K in Q1 2015. 227 funds tracked by Wall St. Rank hold INO as of Q4 2020.

Howe & Rusling reported no remaining Inovio Pharmaceuticals position as of Q4 2020 after selling out during the quarter.
Howe & Rusling sold 29 Inovio Pharmaceuticals shares in Q4 2020, an estimated $4K.
Howe & Rusling first reported a position in Inovio Pharmaceuticals in Q1 2015 and held it in 5 quarters.
Howe & Rusling's Inovio Pharmaceuticals position peaked at $5K in Q1 2015.
227 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2020.

Based on Howe & Rusling's 13F filing for Q4 2020, filed 8 Feb 2021.