Joseph P. Lucia & Associates’s Inovio Pharmaceuticals INO Stock Holding History

Joseph P. Lucia & Associates’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 Q3	–	Sell	-190	Closed	-$4K	–	255
2022 Q2	$4K	Sell	190 -19	-9%	-$535	﹤0.01%	351
2022 Q1	$9K	Buy	+209	New	+$9.41K	0.01%	328
2021 Q4	–	Sell	-257	Closed	-$22K	–	322
2021 Q3	$22K	Hold	257	–	–	0.01%	297
2021 Q2	$29K	Sell	257 -15	-6%	-$1.44K	0.02%	270
2021 Q1	$30K	Hold	272	–	–	0.01%	250
2020 Q4	$29K	Buy	+272	New	+$36.2K	0.02%	230
2020 Q3	–	Sell	-259	Closed	-$84K	–	253
2020 Q2	$84K	Buy	259 +80	+45%	+$12.8K	0.08%	147
2020 Q1	$16K	Buy	179 +10	+6%	+$617	0.02%	242
2019 Q4	$7K	Sell	169 -2	-1%	-$60	0.01%	339
2019 Q3	$4K	Hold	171	–	–	﹤0.01%	375
2019 Q2	$6K	Buy	+171	New	+$6.79K	0.01%	354

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Joseph P. Lucia & Associates's INO Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Inovio Pharmaceuticals (INO) in Q3 2022, closing a stake of 190 shares — an estimated $4K sold.

Joseph P. Lucia & Associates first reported a position in INO in Q2 2019 and held it in 11 quarters. The position peaked at $84K in Q2 2020. 182 funds tracked by Wall St. Rank hold INO as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Inovio Pharmaceuticals position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 190 Inovio Pharmaceuticals shares in Q3 2022, an estimated $4K.
Joseph P. Lucia & Associates first reported a position in Inovio Pharmaceuticals in Q2 2019 and held it in 11 quarters.
Joseph P. Lucia & Associates's Inovio Pharmaceuticals position peaked at $84K in Q2 2020.
182 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.