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Mark Sheptoff Financial Planning’s Inovio Pharmaceuticals INO Stock Holding History

Mark Sheptoff Financial Planning’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
2020
Q3 		– Sell
-83
Closed -$27K – 348
2020
Q2 		$27K Buy
+83
New +$13.3K 0.02% 179

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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mark Sheptoff Financial Planning's INO Position: Q3 2020 in Review

Mark Sheptoff Financial Planning sold out of Inovio Pharmaceuticals (INO) in Q3 2020, closing a stake of 83 shares — an estimated $27K sold.

Mark Sheptoff Financial Planning first reported a position in INO in Q2 2020 and held it in 1 quarter. The position peaked at $27K in Q2 2020. 212 funds tracked by Wall St. Rank hold INO as of Q3 2020.

  • Mark Sheptoff Financial Planning reported no remaining Inovio Pharmaceuticals position as of Q3 2020 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 83 Inovio Pharmaceuticals shares in Q3 2020, an estimated $27K.
  • Mark Sheptoff Financial Planning first reported a position in Inovio Pharmaceuticals in Q2 2020 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Inovio Pharmaceuticals position peaked at $27K in Q2 2020.
  • 212 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2020.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2020, filed 12 Nov 2020.