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ICA Group Wealth Management’s Inovio Pharmaceuticals INO Stock Holding History

ICA Group 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
2024
Q2 		$638 Hold
79
– – ﹤0.01% 748
2024
Q1 		$1.1K Buy
+79
New +$682 ﹤0.01% 1236
2023
Q3 		– Sell
-2
Closed -$11 – 692
2023
Q2 		$11 Hold
2
– – ﹤0.01% 1332
2023
Q1 		$21 Hold
2
– – ﹤0.01% 1271
2022
Q4 		$42 Buy
+2
New +$45 ﹤0.01% 1309

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFI
Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $2.67B AUM 21.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

ICA Group Wealth Management's INO Position: Q2 2024 in Review

ICA Group Wealth Management held its Inovio Pharmaceuticals (INO) position steady in Q2 2024 at 79 shares worth $638. The position accounts for ﹤0.01% of the portfolio, ranked #748.

ICA Group Wealth Management first reported a position in INO in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.1K in Q1 2024. 96 funds tracked by Wall St. Rank hold INO as of Q2 2024.

  • ICA Group Wealth Management held 79 shares of Inovio Pharmaceuticals worth $638 as of Q2 2024.
  • ICA Group Wealth Management left its Inovio Pharmaceuticals share count unchanged in Q2 2024.
  • Inovio Pharmaceuticals made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #748 holding.
  • ICA Group Wealth Management first reported a position in Inovio Pharmaceuticals in Q4 2022 and has held it in 5 quarters since.
  • ICA Group Wealth Management's Inovio Pharmaceuticals position peaked at $1.1K in Q1 2024.
  • 96 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.