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Piermont Capital Management’s Inovio Pharmaceuticals INO Stock Holding History

Piermont Capital Management’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
2018
Q3 		– Sell
-1,894
Closed -$89K – 158
2018
Q2 		$89K Sell
1,894
-359
-16% -$19.8K 0.03% 234
2018
Q1 		$127K Sell
2,253
-441
-16% -$23.9K 0.04% 235
2017
Q4 		$134K Sell
2,694
-149
-5% -$9.23K 0.04% 237
2017
Q3 		$216K Buy
+2,843
New +$212K 0.07% 235

Other funds holding INO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Piermont Capital Management's INO Position: Q3 2018 in Review

Piermont Capital Management sold out of Inovio Pharmaceuticals (INO) in Q3 2018, closing a stake of 1,894 shares — an estimated $89K sold.

Piermont Capital Management first reported a position in INO in Q3 2017 and held it in 4 quarters. The position peaked at $216K in Q3 2017. 130 funds tracked by Wall St. Rank hold INO as of Q3 2018.

  • Piermont Capital Management reported no remaining Inovio Pharmaceuticals position as of Q3 2018 after selling out during the quarter.
  • Piermont Capital Management sold 1,894 Inovio Pharmaceuticals shares in Q3 2018, an estimated $89K.
  • Piermont Capital Management first reported a position in Inovio Pharmaceuticals in Q3 2017 and held it in 4 quarters.
  • Piermont Capital Management's Inovio Pharmaceuticals position peaked at $216K in Q3 2017.
  • 130 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2018.

Based on Piermont Capital Management's 13F filing for Q3 2018, filed 6 Nov 2018.