JFS Wealth Advisors’s Inovio Pharmaceuticals INO Stock Holding History

JFS Wealth Advisors’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	-196	Closed	-$3.66K	–	1977
2022 Q4	$3.66K	Hold	196	–	–	﹤0.01%	1122
2022 Q3	$4K	Hold	196	–	–	﹤0.01%	1072
2022 Q2	$4K	Hold	196	–	–	﹤0.01%	1081
2022 Q1	$8K	Hold	196	–	–	﹤0.01%	868
2021 Q4	$12K	Hold	196	–	–	﹤0.01%	661
2021 Q3	$17K	Buy	+196	New	+$19.7K	﹤0.01%	567

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

JFS Wealth Advisors's INO Position: Q1 2023 in Review

JFS Wealth Advisors sold out of Inovio Pharmaceuticals (INO) in Q1 2023, closing a stake of 196 shares — an estimated $3.66K sold.

JFS Wealth Advisors first reported a position in INO in Q3 2021 and held it in 6 quarters. The position peaked at $17K in Q3 2021. 174 funds tracked by Wall St. Rank hold INO as of Q1 2023.

JFS Wealth Advisors reported no remaining Inovio Pharmaceuticals position as of Q1 2023 after selling out during the quarter.
JFS Wealth Advisors sold 196 Inovio Pharmaceuticals shares in Q1 2023, an estimated $3.66K.
JFS Wealth Advisors first reported a position in Inovio Pharmaceuticals in Q3 2021 and held it in 6 quarters.
JFS Wealth Advisors's Inovio Pharmaceuticals position peaked at $17K in Q3 2021.
174 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q1 2023.

Based on JFS Wealth Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.