PFO
INO icon

Pathstone Family Office’s Inovio Pharmaceuticals INO Stock Holding History

Pathstone Family Office’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
Q3 		$57.7K Buy
12,366
+8,194
+196% +$45.3K ﹤0.01% 1623
2023
Q2 		$22.4K Buy
4,172
+1,217
+41% +$9.81K ﹤0.01% 1229
2023
Q1 		$29.1K Sell
2,955
-3,688
-56% -$62.9K ﹤0.01% 1171
2022
Q4 		$124K Sell
6,643
-156
-2% -$3.54K ﹤0.01% 1425
2022
Q3 		$141K Buy
6,799
+3,279
+93% +$83.9K ﹤0.01% 1389
2022
Q2 		$73.1K Buy
3,520
+1,840
+110% +$51.9K ﹤0.01% 1003
2022
Q1 		$72K Sell
1,680
-8
-0.5% -$360 ﹤0.01% 934
2021
Q4 		$101K Buy
1,688
+94
+6% +$7.53K ﹤0.01% 859
2021
Q3 		$137K Buy
1,594
+252
+19% +$25.3K ﹤0.01% 826
2021
Q2 		$149K Buy
+1,342
New +$129K ﹤0.01% 788

Other funds holding INO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Pathstone Family Office's INO Position: Q3 2023 in Review

Pathstone Family Office increased its Inovio Pharmaceuticals (INO) stake by 196% in Q3 2023, buying an estimated $45.3K and bringing the position to 12,366 shares worth $57.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1623.

Pathstone Family Office first reported a position in INO in Q2 2021 and has held it in 10 quarters since. The position peaked at $149K in Q2 2021. 124 funds tracked by Wall St. Rank hold INO as of Q3 2023.

  • Pathstone Family Office held 12,366 shares of Inovio Pharmaceuticals worth $57.7K as of Q3 2023.
  • Pathstone Family Office bought 8,194 Inovio Pharmaceuticals shares in Q3 2023, an estimated $45.3K.
  • Inovio Pharmaceuticals made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1623 holding.
  • Pathstone Family Office first reported a position in Inovio Pharmaceuticals in Q2 2021 and has held it in 10 quarters since.
  • Pathstone Family Office's Inovio Pharmaceuticals position peaked at $149K in Q2 2021.
  • 124 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.