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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

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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.