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Kelly Financial Services’s Inovio Pharmaceuticals INO Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-32
Closed -$10.2K – 600
2020
Q2 		$10.2K Buy
+32
New +$5.14K 0.01% 242

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kelly Financial Services's INO Position: Q3 2020 in Review

Kelly Financial Services sold out of Inovio Pharmaceuticals (INO) in Q3 2020, closing a stake of 32 shares — an estimated $10.2K sold.

Kelly Financial Services first reported a position in INO in Q2 2020 and held it in 1 quarter. The position peaked at $10.2K in Q2 2020. 212 funds tracked by Wall St. Rank hold INO as of Q3 2020.

  • Kelly Financial Services reported no remaining Inovio Pharmaceuticals position as of Q3 2020 after selling out during the quarter.
  • Kelly Financial Services sold 32 Inovio Pharmaceuticals shares in Q3 2020, an estimated $10.2K.
  • Kelly Financial Services first reported a position in Inovio Pharmaceuticals in Q2 2020 and held it in 1 quarter.
  • Kelly Financial Services's Inovio Pharmaceuticals position peaked at $10.2K in Q2 2020.
  • 212 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2020.

Based on Kelly Financial Services's 13F filing for Q3 2020, filed 17 Jul 2024.