Lindbrook Capital’s Inovio Pharmaceuticals INO Stock Holding History

Lindbrook Capital’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
2023 Q2	–	Sell	-71	Closed	-$695	–	2795
2023 Q1	$695	Buy	71 +46	+184%	+$784	﹤0.01%	2528
2022 Q4	$466	Buy	25 +15	+150%	+$340	﹤0.01%	2608
2022 Q3	$0	Hold	10	–	–	﹤0.01%	2759
2022 Q2	$0	Sell	10 -58	-85%	-$1.64K	﹤0.01%	2612
2022 Q1	$3K	Buy	+68	New	+$3.06K	﹤0.01%	1827
2021 Q4	–	Sell	-13	Closed	-$1K	–	2142
2021 Q3	$1K	Sell	13 -13	-50%	-$1.3K	﹤0.01%	1734
2021 Q2	$3K	Buy	+26	New	+$2.5K	﹤0.01%	1474

Other funds holding INO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Lindbrook Capital's INO Position: Q2 2023 in Review

Lindbrook Capital sold out of Inovio Pharmaceuticals (INO) in Q2 2023, closing a stake of 71 shares — an estimated $695 sold.

Lindbrook Capital first reported a position in INO in Q2 2021 and held it in 7 quarters. The position peaked at $3K in Q1 2022. 133 funds tracked by Wall St. Rank hold INO as of Q2 2023.

Lindbrook Capital reported no remaining Inovio Pharmaceuticals position as of Q2 2023 after selling out during the quarter.
Lindbrook Capital sold 71 Inovio Pharmaceuticals shares in Q2 2023, an estimated $695.
Lindbrook Capital first reported a position in Inovio Pharmaceuticals in Q2 2021 and held it in 7 quarters.
Lindbrook Capital's Inovio Pharmaceuticals position peaked at $3K in Q1 2022.
133 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2023.

Based on Lindbrook Capital's 13F filing for Q2 2023, filed 31 Jul 2023.