Mackenzie Financial
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Mackenzie Financial’s Inovio Pharmaceuticals INO Stock Holding History

Mackenzie Financial’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
-1,212
Closed -$11.9K – 1571
2023
Q1 		$11.9K Hold
1,212
– – ﹤0.01% 1497
2022
Q4 		$22.7K Hold
1,212
– – ﹤0.01% 1396
2022
Q3 		$25K Hold
1,212
– – ﹤0.01% 1399
2022
Q2 		$25K Buy
1,212
+263
+28% +$7.41K ﹤0.01% 1429
2022
Q1 		$41K Hold
949
– – ﹤0.01% 1377
2021
Q4 		$57K Sell
949
-60
-6% -$4.81K ﹤0.01% 1392
2021
Q3 		$87K Buy
+1,009
New +$101K ﹤0.01% 1380
2015
Q2 		– Sell
-2,325
Closed -$228K – 835
2015
Q1 		$228K Buy
2,325
+433
+23% +$42K ﹤0.01% 755
2014
Q4 		$208K Buy
1,892
+109
+6% +$13.3K ﹤0.01% 728
2014
Q3 		$211K Buy
+1,783
New +$222K ﹤0.01% 699

Other funds holding INO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Mackenzie Financial's INO Position: Q2 2023 in Review

Mackenzie Financial sold out of Inovio Pharmaceuticals (INO) in Q2 2023, closing a stake of 1,212 shares — an estimated $11.9K sold.

Mackenzie Financial first reported a position in INO in Q3 2014 and held it in 10 quarters. The position peaked at $228K in Q1 2015. 133 funds tracked by Wall St. Rank hold INO as of Q2 2023.

  • Mackenzie Financial reported no remaining Inovio Pharmaceuticals position as of Q2 2023 after selling out during the quarter.
  • Mackenzie Financial sold 1,212 Inovio Pharmaceuticals shares in Q2 2023, an estimated $11.9K.
  • Mackenzie Financial first reported a position in Inovio Pharmaceuticals in Q3 2014 and held it in 10 quarters.
  • Mackenzie Financial's Inovio Pharmaceuticals position peaked at $228K in Q1 2015.
  • 133 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2023.

Based on Mackenzie Financial's 13F filing for Q2 2023, filed 3 Aug 2023.