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Ladenburg Thalmann Financial Services’s Inovio Pharmaceuticals INO Stock Holding History

Ladenburg Thalmann 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
2019
Q4 		$23K Buy
590
+16
+3% +$482 ﹤0.01% 4067
2019
Q3 		$14K Hold
574
– – ﹤0.01% 4229
2019
Q2 		$21K Hold
574
– – ﹤0.01% 4022
2019
Q1 		$25K Sell
574
-39
-6% -$1.97K ﹤0.01% 3853
2018
Q4 		$32K Sell
613
-104
-15% -$6.32K ﹤0.01% 3564
2018
Q3 		$48K Sell
717
-3,488
-83% -$194K ﹤0.01% 3338
2018
Q2 		$237K Hold
4,205
– – ﹤0.01% 2100
2018
Q1 		$237K Buy
4,205
+12
+0.3% +$649 ﹤0.01% 2100
2017
Q4 		$208K Sell
4,193
-104
-2% -$6.45K ﹤0.01% 2191
2017
Q3 		$327K Buy
4,297
+157
+4% +$11.7K ﹤0.01% 1735
2017
Q2 		$389K Buy
4,140
+194
+5% +$16.6K ﹤0.01% 1551
2017
Q1 		$314K Buy
3,946
+3,311
+521% +$264K ﹤0.01% 1611
2016
Q4 		$60K Buy
635
+44
+7% +$3.98K ﹤0.01% 2707
2016
Q3 		$67K Buy
591
+45
+8% +$4.97K ﹤0.01% 2550
2016
Q2 		$60K Sell
546
-16
-3% -$1.94K ﹤0.01% 2541
2016
Q1 		$58K Buy
562
+172
+44% +$13.3K ﹤0.01% 2479
2015
Q4 		$32K Buy
390
+63
+19% +$5.02K ﹤0.01% 2893
2015
Q3 		$23K Buy
327
+17
+5% +$1.48K ﹤0.01% 3016
2015
Q2 		$30K Buy
310
+166
+115% +$17.7K ﹤0.01% 2955
2015
Q1 		$14K Buy
144
+25
+21% +$2.42K ﹤0.01% 3411
2014
Q4 		$13K Hold
119
– – ﹤0.01% 3248
2014
Q3 		$14K Sell
119
-31
-21% -$3.86K ﹤0.01% 2894
2014
Q2 		$19K Hold
150
– – ﹤0.01% 2699
2014
Q1 		$24K Buy
150
+42
+39% +$6.03K ﹤0.01% 2448
2013
Q4 		$15K Buy
108
+25
+30% +$2.5K ﹤0.01% 2705
2013
Q3 		$8K Buy
+83
New +$6.96K ﹤0.01% 2958

Other funds holding INO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ladenburg Thalmann Financial Services's INO Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Inovio Pharmaceuticals (INO) stake by 2.8% in Q4 2019, buying an estimated $482 and bringing the position to 590 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #4067.

Ladenburg Thalmann Financial Services first reported a position in INO in Q3 2013 and has held it in 26 quarters since. The position peaked at $389K in Q2 2017. 106 funds tracked by Wall St. Rank hold INO as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 590 shares of Inovio Pharmaceuticals worth $23K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 16 Inovio Pharmaceuticals shares in Q4 2019, an estimated $482.
  • Inovio Pharmaceuticals made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4067 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Inovio Pharmaceuticals in Q3 2013 and has held it in 26 quarters since.
  • Ladenburg Thalmann Financial Services's Inovio Pharmaceuticals position peaked at $389K in Q2 2017.
  • 106 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.