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Orion Portfolio Solutions’s Inovio Pharmaceuticals INO Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-1,663
Closed -$185K – 659
2021
Q2 		$185K Buy
+1,663
New +$160K 0.01% 596
2021
Q1 		– Sell
-949
Closed -$101K – 555
2020
Q4 		$101K Buy
949
+99
+12% +$13.2K ﹤0.01% 488
2020
Q3 		$118K Buy
850
+518
+156% +$108K 0.01% 434
2020
Q2 		$107K Sell
332
-88
-21% -$14.1K 0.01% 540
2020
Q1 		$38K Buy
+420
New +$25.9K ﹤0.01% 655

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Orion Portfolio Solutions's INO Position: Q3 2021 in Review

Orion Portfolio Solutions sold out of Inovio Pharmaceuticals (INO) in Q3 2021, closing a stake of 1,663 shares — an estimated $185K sold.

Orion Portfolio Solutions first reported a position in INO in Q1 2020 and held it in 5 quarters. The position peaked at $185K in Q2 2021. 213 funds tracked by Wall St. Rank hold INO as of Q3 2021.

  • Orion Portfolio Solutions reported no remaining Inovio Pharmaceuticals position as of Q3 2021 after selling out during the quarter.
  • Orion Portfolio Solutions sold 1,663 Inovio Pharmaceuticals shares in Q3 2021, an estimated $185K.
  • Orion Portfolio Solutions first reported a position in Inovio Pharmaceuticals in Q1 2020 and held it in 5 quarters.
  • Orion Portfolio Solutions's Inovio Pharmaceuticals position peaked at $185K in Q2 2021.
  • 213 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2021.

Based on Orion Portfolio Solutions's 13F filing for Q3 2021, filed 10 Nov 2021.