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Mackay Shields LLC’s Inovio Pharmaceuticals INO Stock Holding History

Mackay Shields LLC’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
2021
Q2 		– Sell
-6,525
Closed -$726K – 1003
2021
Q1 		$726K Sell
6,525
-3,592
-36% -$472K 0.01% 1097
2020
Q4 		$1.07M Buy
+10,117
New +$1.35M 0.01% 1071
2020
Q3 		– Sell
-6,125
Closed -$1.98M – 1485
2020
Q2 		$1.98M Buy
+6,125
New +$984K 0.02% 766

Other funds holding INO

BlackRock
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Mackay Shields LLC's INO Position: Q2 2021 in Review

Mackay Shields LLC sold out of Inovio Pharmaceuticals (INO) in Q2 2021, closing a stake of 6,525 shares — an estimated $726K sold.

Mackay Shields LLC first reported a position in INO in Q2 2020 and held it in 3 quarters. The position peaked at $1.98M in Q2 2020. 211 funds tracked by Wall St. Rank hold INO as of Q2 2021.

  • Mackay Shields LLC reported no remaining Inovio Pharmaceuticals position as of Q2 2021 after selling out during the quarter.
  • Mackay Shields LLC sold 6,525 Inovio Pharmaceuticals shares in Q2 2021, an estimated $726K.
  • Mackay Shields LLC first reported a position in Inovio Pharmaceuticals in Q2 2020 and held it in 3 quarters.
  • Mackay Shields LLC's Inovio Pharmaceuticals position peaked at $1.98M in Q2 2020.
  • 211 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2021.

Based on Mackay Shields LLC's 13F filing for Q2 2021, filed 13 Aug 2021.