NewSquare Capital’s Inovio Pharmaceuticals INO Stock Holding History

NewSquare 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
2021 Q1	–	Sell	-13	Closed	-$1K	–	339
2020 Q4	$1K	Buy	+13	New	+$1.73K	﹤0.01%	322

Other funds holding INO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

APM

Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NewSquare Capital's INO Position: Q1 2021 in Review

NewSquare Capital sold out of Inovio Pharmaceuticals (INO) in Q1 2021, closing a stake of 13 shares — an estimated $1K sold.

NewSquare Capital first reported a position in INO in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 218 funds tracked by Wall St. Rank hold INO as of Q1 2021.

NewSquare Capital reported no remaining Inovio Pharmaceuticals position as of Q1 2021 after selling out during the quarter.
NewSquare Capital sold 13 Inovio Pharmaceuticals shares in Q1 2021, an estimated $1K.
NewSquare Capital first reported a position in Inovio Pharmaceuticals in Q4 2020 and held it in 1 quarter.
NewSquare Capital's Inovio Pharmaceuticals position peaked at $1K in Q4 2020.
218 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q1 2021.

Based on NewSquare Capital's 13F filing for Q1 2021, filed 10 May 2021.