InterOcean Capital Group’s Inovio Pharmaceuticals INO Stock Holding History

InterOcean Capital 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
2023 Q1	–	Sell	-2,617	Closed	-$49K	–	437
2022 Q4	$49K	Hold	2,617	–	–	﹤0.01%	396
2022 Q3	$54K	Hold	2,617	–	–	﹤0.01%	399
2022 Q2	$54K	Hold	2,617	–	–	﹤0.01%	411
2022 Q1	$113K	Hold	2,617	–	–	﹤0.01%	272
2021 Q4	$157K	Hold	2,617	–	–	0.01%	253
2021 Q3	$225K	Buy	+2,617	New	+$263K	0.01%	225

Other funds holding INO

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

InterOcean Capital Group's INO Position: Q1 2023 in Review

InterOcean Capital Group sold out of Inovio Pharmaceuticals (INO) in Q1 2023, closing a stake of 2,617 shares — an estimated $49K sold.

InterOcean Capital Group first reported a position in INO in Q3 2021 and held it in 6 quarters. The position peaked at $225K in Q3 2021. 174 funds tracked by Wall St. Rank hold INO as of Q1 2023.

InterOcean Capital Group reported no remaining Inovio Pharmaceuticals position as of Q1 2023 after selling out during the quarter.
InterOcean Capital Group sold 2,617 Inovio Pharmaceuticals shares in Q1 2023, an estimated $49K.
InterOcean Capital Group first reported a position in Inovio Pharmaceuticals in Q3 2021 and held it in 6 quarters.
InterOcean Capital Group's Inovio Pharmaceuticals position peaked at $225K in Q3 2021.
174 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q1 2023.

Based on InterOcean Capital Group's 13F filing for Q1 2023, filed 15 May 2023.