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Optimum Investment Advisors’s Inovio Pharmaceuticals INO Stock Holding History

Optimum Investment Advisors’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
-100
Closed -$32K – 898
2020
Q2 		$32K Buy
+100
New +$16.1K 0.01% 517
2014
Q2 		– Sell
-52
Closed -$8K – 924
2014
Q1 		$8K Hold
52
– – ﹤0.01% 627
2013
Q4 		$7K Buy
+52
New +$5.2K ﹤0.01% 636

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

Optimum Investment Advisors's INO Position: Q3 2020 in Review

Optimum Investment Advisors sold out of Inovio Pharmaceuticals (INO) in Q3 2020, closing a stake of 100 shares — an estimated $32K sold.

Optimum Investment Advisors first reported a position in INO in Q4 2013 and held it in 3 quarters. The position peaked at $32K in Q2 2020. 212 funds tracked by Wall St. Rank hold INO as of Q3 2020.

  • Optimum Investment Advisors reported no remaining Inovio Pharmaceuticals position as of Q3 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 100 Inovio Pharmaceuticals shares in Q3 2020, an estimated $32K.
  • Optimum Investment Advisors first reported a position in Inovio Pharmaceuticals in Q4 2013 and held it in 3 quarters.
  • Optimum Investment Advisors's Inovio Pharmaceuticals position peaked at $32K in Q2 2020.
  • 212 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2020.

Based on Optimum Investment Advisors's 13F filing for Q3 2020, filed 6 Oct 2020.