Kestra Advisory Services’s Inovio Pharmaceuticals INO Stock Holding History

Kestra Advisory 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
2022 Q3	–	Sell	-869	Closed	-$18K	–	2171
2022 Q2	$18K	Buy	+869	New	+$24.5K	﹤0.01%	2090
2021 Q4	–	Sell	-963	Closed	-$83K	–	2098
2021 Q3	$83K	Buy	963 +90	+10%	+$9.03K	﹤0.01%	2069
2021 Q2	$97K	Sell	873 -234	-21%	-$22.5K	﹤0.01%	1954
2021 Q1	$123K	Buy	+1,107	New	+$146K	﹤0.01%	1790

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

Kestra Advisory Services's INO Position: Q3 2022 in Review

Kestra Advisory Services sold out of Inovio Pharmaceuticals (INO) in Q3 2022, closing a stake of 869 shares — an estimated $18K sold.

Kestra Advisory Services first reported a position in INO in Q1 2021 and held it in 4 quarters. The position peaked at $123K in Q1 2021. 182 funds tracked by Wall St. Rank hold INO as of Q3 2022.

Kestra Advisory Services reported no remaining Inovio Pharmaceuticals position as of Q3 2022 after selling out during the quarter.
Kestra Advisory Services sold 869 Inovio Pharmaceuticals shares in Q3 2022, an estimated $18K.
Kestra Advisory Services first reported a position in Inovio Pharmaceuticals in Q1 2021 and held it in 4 quarters.
Kestra Advisory Services's Inovio Pharmaceuticals position peaked at $123K in Q1 2021.
182 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2022.

Based on Kestra Advisory Services's 13F filing for Q3 2022, filed 1 Nov 2022.