Next Financial Group’s Inovio Pharmaceuticals INO Stock Holding History

Next Financial Group’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 Q4	$2K	Sell	28 -18	-39%	-$1.44K	﹤0.01%	2614
2021 Q3	$4K	Hold	46	–	–	﹤0.01%	2318
2021 Q2	$5K	Hold	46	–	–	﹤0.01%	2195
2021 Q1	$5K	Hold	46	–	–	﹤0.01%	2100
2020 Q4	$5K	Hold	46	–	–	﹤0.01%	1984
2020 Q3	$6K	Buy	+46	New	+$9.59K	﹤0.01%	1782
2020 Q2	–	Sell	-13	Closed	-$1K	–	1213
2020 Q1	$1K	Buy	+13	New	+$801	﹤0.01%	2012
2017 Q3	–	Sell	-9	Closed	-$1K	–	1854
2017 Q2	$1K	Hold	9	–	–	﹤0.01%	1835
2017 Q1	$1K	Hold	9	–	–	﹤0.01%	1800
2016 Q4	$1K	Hold	9	–	–	﹤0.01%	2285
2016 Q3	$1K	Buy	+9	New	+$994	﹤0.01%	2277

Other funds holding INO

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Next Financial Group's INO Position: Q4 2021 in Review

Next Financial Group reduced its Inovio Pharmaceuticals (INO) stake by 39% in Q4 2021, selling an estimated $1.44K and leaving 28 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2614.

Next Financial Group first reported a position in INO in Q3 2016 and has held it in 11 quarters since. The position peaked at $6K in Q3 2020. 208 funds tracked by Wall St. Rank hold INO as of Q4 2021.

Next Financial Group held 28 shares of Inovio Pharmaceuticals worth $2K as of Q4 2021.
Next Financial Group sold 18 Inovio Pharmaceuticals shares in Q4 2021, an estimated $1.44K.
Inovio Pharmaceuticals made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2614 holding.
Next Financial Group first reported a position in Inovio Pharmaceuticals in Q3 2016 and has held it in 11 quarters since.
Next Financial Group's Inovio Pharmaceuticals position peaked at $6K in Q3 2020.
208 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.