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M Holdings Securities’s Inovio Pharmaceuticals INO Stock Holding History

M Holdings Securities’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
2019
Q2 		– Sell
-1,202
Closed -$54K – 254
2019
Q1 		$54K Buy
+1,202
New +$60.6K 0.01% 357

Other funds holding INO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

M Holdings Securities's INO Position: Q2 2019 in Review

M Holdings Securities sold out of Inovio Pharmaceuticals (INO) in Q2 2019, closing a stake of 1,202 shares — an estimated $54K sold.

M Holdings Securities first reported a position in INO in Q1 2019 and held it in 1 quarter. The position peaked at $54K in Q1 2019. 126 funds tracked by Wall St. Rank hold INO as of Q2 2019.

  • M Holdings Securities reported no remaining Inovio Pharmaceuticals position as of Q2 2019 after selling out during the quarter.
  • M Holdings Securities sold 1,202 Inovio Pharmaceuticals shares in Q2 2019, an estimated $54K.
  • M Holdings Securities first reported a position in Inovio Pharmaceuticals in Q1 2019 and held it in 1 quarter.
  • M Holdings Securities's Inovio Pharmaceuticals position peaked at $54K in Q1 2019.
  • 126 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2019.

Based on M Holdings Securities's 13F filing for Q2 2019, filed 16 Aug 2019.