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Money Concepts Capital’s Inovio Pharmaceuticals INO Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-213
Closed -$3.98K – 1686
2022
Q4 		$3.98K Buy
+213
New +$4.83K ﹤0.01% 2444
2022
Q2 		– Sell
-13
Closed -$1K – 2037
2022
Q1 		$1K Buy
+13
New +$586 ﹤0.01% 2576

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Money Concepts Capital's INO Position: Q1 2023 in Review

Money Concepts Capital sold out of Inovio Pharmaceuticals (INO) in Q1 2023, closing a stake of 213 shares — an estimated $3.98K sold.

Money Concepts Capital first reported a position in INO in Q1 2022 and held it in 2 quarters. The position peaked at $3.98K in Q4 2022. 174 funds tracked by Wall St. Rank hold INO as of Q1 2023.

  • Money Concepts Capital reported no remaining Inovio Pharmaceuticals position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 213 Inovio Pharmaceuticals shares in Q1 2023, an estimated $3.98K.
  • Money Concepts Capital first reported a position in Inovio Pharmaceuticals in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Inovio Pharmaceuticals position peaked at $3.98K in Q4 2022.
  • 174 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.