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IHT Wealth Management’s Inovio Pharmaceuticals INO Stock Holding History

IHT 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
2020
Q4 		– Sell
-841
Closed -$117K – 757
2020
Q3 		$117K Buy
+841
New +$175K 0.01% 625
2020
Q2 		– Sell
-872
Closed -$78K – 609
2020
Q1 		$78K Buy
+872
New +$53.8K 0.01% 519
2019
Q2 		– Sell
-1,505
Closed -$67K – 557
2019
Q1 		$67K Sell
1,505
-18
-1% -$907 0.01% 502
2018
Q4 		$73K Buy
1,523
+167
+12% +$10.1K 0.01% 458
2018
Q3 		$90K Buy
1,356
+92
+7% +$5.12K 0.02% 415
2018
Q2 		$59K Sell
1,264
-96
-7% -$5.29K 0.02% 403
2018
Q1 		$72K Buy
1,360
+9
+0.7% +$487 0.02% 572
2017
Q4 		$70K Buy
1,351
+1,053
+353% +$65.3K 0.02% 594
2017
Q3 		$23K Hold
298
– – 0.01% 729
2017
Q2 		$19 Buy
298
+24
+9% +$2.05K 0.01% 797
2017
Q1 		$20K Buy
274
+191
+230% +$15.2K 0.01% 662
2016
Q4 		$7K Buy
+83
New +$7.5K 0.01% 869

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IHT Wealth Management's INO Position: Q4 2020 in Review

IHT Wealth Management sold out of Inovio Pharmaceuticals (INO) in Q4 2020, closing a stake of 841 shares — an estimated $117K sold.

IHT Wealth Management first reported a position in INO in Q4 2016 and held it in 12 quarters. The position peaked at $117K in Q3 2020. 227 funds tracked by Wall St. Rank hold INO as of Q4 2020.

  • IHT Wealth Management reported no remaining Inovio Pharmaceuticals position as of Q4 2020 after selling out during the quarter.
  • IHT Wealth Management sold 841 Inovio Pharmaceuticals shares in Q4 2020, an estimated $117K.
  • IHT Wealth Management first reported a position in Inovio Pharmaceuticals in Q4 2016 and held it in 12 quarters.
  • IHT Wealth Management's Inovio Pharmaceuticals position peaked at $117K in Q3 2020.
  • 227 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2020.

Based on IHT Wealth Management's 13F filing for Q4 2020, filed 17 Feb 2021.