Janney Montgomery Scott
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Janney Montgomery Scott’s Inovio Pharmaceuticals INO Stock Holding History

Janney Montgomery Scott’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
2022
Q4 		– Sell
-1,312
Closed -$27K – 2599
2022
Q3 		$27K Hold
1,312
– – ﹤0.01% 2468
2022
Q2 		$29K Sell
1,312
-125
-9% -$3.52K ﹤0.01% 2295
2022
Q1 		$62K Hold
1,437
– – ﹤0.01% 2206
2021
Q4 		$86K Sell
1,437
-16
-1% -$1.28K ﹤0.01% 2324
2021
Q3 		$125K Buy
1,453
+83
+6% +$8.33K ﹤0.01% 2222
2021
Q2 		$152K Sell
1,370
-83
-6% -$7.97K ﹤0.01% 2176
2021
Q1 		$162K Buy
1,453
+45
+3% +$5.92K ﹤0.01% 2084
2020
Q4 		$150K Buy
1,408
+13
+0.9% +$1.73K ﹤0.01% 2140
2020
Q3 		$194K Sell
1,395
-30
-2% -$6.26K ﹤0.01% 1919
2020
Q2 		$461K Buy
+1,425
New +$229K ﹤0.01% 1408
2016
Q2 		– Sell
-1,125
Closed -$118K – 929
2016
Q1 		$118K Sell
1,125
-146
-11% -$11.3K ﹤0.01% 1211
2015
Q4 		$102K Hold
1,271
– – ﹤0.01% 1312
2015
Q3 		$88K Sell
1,271
-417
-25% -$36.3K ﹤0.01% 1344
2015
Q2 		$165K Buy
+1,688
New +$180K ﹤0.01% 1860
2014
Q4 		– Sell
-938
Closed -$111K – 2365
2014
Q3 		$111K Sell
938
-125
-12% -$15.6K ﹤0.01% 2163
2014
Q2 		$138K Buy
1,063
+334
+46% +$39.4K ﹤0.01% 2065
2014
Q1 		$117K Buy
729
+437
+150% +$62.7K ﹤0.01% 1922
2013
Q4 		$40.6K Buy
+292
New +$29.2K ﹤0.01% 1975

Other funds holding INO

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott's INO Position: Q4 2022 in Review

Janney Montgomery Scott sold out of Inovio Pharmaceuticals (INO) in Q4 2022, closing a stake of 1,312 shares — an estimated $27K sold.

Janney Montgomery Scott first reported a position in INO in Q4 2013 and held it in 18 quarters. The position peaked at $461K in Q2 2020. 183 funds tracked by Wall St. Rank hold INO as of Q4 2022.

  • Janney Montgomery Scott reported no remaining Inovio Pharmaceuticals position as of Q4 2022 after selling out during the quarter.
  • Janney Montgomery Scott sold 1,312 Inovio Pharmaceuticals shares in Q4 2022, an estimated $27K.
  • Janney Montgomery Scott first reported a position in Inovio Pharmaceuticals in Q4 2013 and held it in 18 quarters.
  • Janney Montgomery Scott's Inovio Pharmaceuticals position peaked at $461K in Q2 2020.
  • 183 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2022.

Based on Janney Montgomery Scott's 13F filing for Q4 2022, filed 1 Feb 2023.