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Independent Financial Group’s Inovio Pharmaceuticals INO Stock Holding History

Independent Financial Group’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
Q2 		– Sell
-928
Closed -$82.8K – 492
2020
Q1 		$82.8K Buy
+928
New +$57.2K 0.02% 386

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
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Independent Financial Group's INO Position: Q2 2020 in Review

Independent Financial Group sold out of Inovio Pharmaceuticals (INO) in Q2 2020, closing a stake of 928 shares — an estimated $82.8K sold.

Independent Financial Group first reported a position in INO in Q1 2020 and held it in 1 quarter. The position peaked at $82.8K in Q1 2020. 214 funds tracked by Wall St. Rank hold INO as of Q2 2020.

  • Independent Financial Group reported no remaining Inovio Pharmaceuticals position as of Q2 2020 after selling out during the quarter.
  • Independent Financial Group sold 928 Inovio Pharmaceuticals shares in Q2 2020, an estimated $82.8K.
  • Independent Financial Group first reported a position in Inovio Pharmaceuticals in Q1 2020 and held it in 1 quarter.
  • Independent Financial Group's Inovio Pharmaceuticals position peaked at $82.8K in Q1 2020.
  • 214 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2020.

Based on Independent Financial Group's 13F filing for Q2 2020, filed 15 Jun 2026.