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MBM Wealth Consultants’s Inovio Pharmaceuticals INO Stock Holding History

MBM Wealth Consultants’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
Q3 		– Sell
-3
Closed – – 273
2022
Q2 		$0 Hold
3
– – ﹤0.01% 291
2022
Q1 		$0 Hold
3
– – ﹤0.01% 312
2021
Q4 		$0 Hold
3
– – ﹤0.01% 299
2021
Q3 		$0 Hold
3
– – ﹤0.01% 290
2021
Q2 		$0 Buy
+3
New +$288 ﹤0.01% 270

Other funds holding INO

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

MBM Wealth Consultants's INO Position: Q3 2022 in Review

MBM Wealth Consultants sold out of Inovio Pharmaceuticals (INO) in Q3 2022, closing a stake of 3 shares.

MBM Wealth Consultants first reported a position in INO in Q2 2021 and held it in 5 quarters. The position peaked at $0 in Q2 2022. 182 funds tracked by Wall St. Rank hold INO as of Q3 2022.

  • MBM Wealth Consultants reported no remaining Inovio Pharmaceuticals position as of Q3 2022 after selling out during the quarter.
  • MBM Wealth Consultants sold 3 Inovio Pharmaceuticals shares in Q3 2022.
  • MBM Wealth Consultants first reported a position in Inovio Pharmaceuticals in Q2 2021 and held it in 5 quarters.
  • MBM Wealth Consultants's Inovio Pharmaceuticals position peaked at $0 in Q2 2022.
  • 182 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2022.

Based on MBM Wealth Consultants's 13F filing for Q3 2022, filed 24 Oct 2022.