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Laurel Wealth Advisors (North Carolina)’s Inovio Pharmaceuticals INO Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q2 		– Sell
-42
Closed -$4K – 523
2020
Q1 		$4K Buy
+42
New +$2.59K ﹤0.01% 424

Other funds holding INO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s INO Position: Q2 2020 in Review

Laurel Wealth Advisors (North Carolina) sold out of Inovio Pharmaceuticals (INO) in Q2 2020, closing a stake of 42 shares — an estimated $4K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in INO in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 214 funds tracked by Wall St. Rank hold INO as of Q2 2020.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Inovio Pharmaceuticals position as of Q2 2020 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 42 Inovio Pharmaceuticals shares in Q2 2020, an estimated $4K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Inovio Pharmaceuticals in Q1 2020 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s Inovio Pharmaceuticals position peaked at $4K in Q1 2020.
  • 214 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2020.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2020, filed 6 Aug 2020.