Patriot Financial Group Insurance Agency’s Inovio Pharmaceuticals INO Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-6	Closed	–	–	1136
2022 Q2	$0	Hold	6	–	–	﹤0.01%	2093
2022 Q1	$0	Hold	6	–	–	﹤0.01%	2142
2021 Q4	$0	Hold	6	–	–	﹤0.01%	2199
2021 Q3	$1K	Hold	6	–	–	﹤0.01%	2060
2021 Q2	$1K	Hold	6	–	–	﹤0.01%	1983
2021 Q1	$1K	Hold	6	–	–	﹤0.01%	1886
2020 Q4	$1K	Hold	6	–	–	﹤0.01%	1759
2020 Q3	$1K	Hold	6	–	–	﹤0.01%	1555
2020 Q2	$2K	Buy	+6	New	+$963	﹤0.01%	1395
2019 Q4	–	Sell	-83	Closed	-$2K	–	1376
2019 Q3	$2K	Hold	83	–	–	﹤0.01%	1095
2019 Q2	$3K	Hold	83	–	–	﹤0.01%	1042
2019 Q1	$4K	Buy	+83	New	+$4.18K	﹤0.01%	896

Other funds holding INO

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

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

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

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

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Patriot Financial Group Insurance Agency's INO Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Inovio Pharmaceuticals (INO) in Q3 2022, closing a stake of 6 shares.

Patriot Financial Group Insurance Agency first reported a position in INO in Q1 2019 and held it in 12 quarters. The position peaked at $4K in Q1 2019. 182 funds tracked by Wall St. Rank hold INO as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Inovio Pharmaceuticals position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 6 Inovio Pharmaceuticals shares in Q3 2022.
Patriot Financial Group Insurance Agency first reported a position in Inovio Pharmaceuticals in Q1 2019 and held it in 12 quarters.
Patriot Financial Group Insurance Agency's Inovio Pharmaceuticals position peaked at $4K in Q1 2019.
182 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.