Loring Wolcott & Coolidge Fiduciary Advisors’s Inovio Pharmaceuticals INO Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2022 Q2	–	Sell	-13	Closed	–	–	653
2022 Q1	$0	Hold	13	–	–	﹤0.01%	677
2021 Q4	$0	Hold	13	–	–	﹤0.01%	747
2021 Q3	$1K	Hold	13	–	–	﹤0.01%	733
2021 Q2	$1K	Buy	+13	New	+$1.25K	﹤0.01%	929
2021 Q1	–	Sell	-13	Closed	-$1K	–	498
2020 Q4	$1K	Buy	+13	New	+$1.73K	﹤0.01%	759

Other funds holding INO

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's INO Position: Q2 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Inovio Pharmaceuticals (INO) in Q2 2022, closing a stake of 13 shares.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in INO in Q4 2020 and held it in 5 quarters. The position peaked at $1K in Q3 2021. 184 funds tracked by Wall St. Rank hold INO as of Q2 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Inovio Pharmaceuticals position as of Q2 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 13 Inovio Pharmaceuticals shares in Q2 2022.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Inovio Pharmaceuticals in Q4 2020 and held it in 5 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Inovio Pharmaceuticals position peaked at $1K in Q3 2021.
184 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.