Lake Point Wealth Management’s Inovio Pharmaceuticals INO Stock Holding History

Lake Point Wealth Management’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 Q1	$1K	Buy	+17	New	+$1.05K	﹤0.01%	327

Other funds holding INO

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Lake Point Wealth Management's INO Position: Q1 2020 in Review

Lake Point Wealth Management opened a new position in Inovio Pharmaceuticals (INO) in Q1 2020: 17 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #327 among its holdings.

158 funds tracked by Wall St. Rank hold INO as of Q1 2020.

Lake Point Wealth Management held 17 shares of Inovio Pharmaceuticals worth $1K as of Q1 2020.
Inovio Pharmaceuticals was a new Lake Point Wealth Management position in Q1 2020.
Inovio Pharmaceuticals made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #327 holding.
158 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.