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Pine Valley Investments’s Inovio Pharmaceuticals INO Stock Holding History

Pine Valley Investments’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
Q4 		– Sell
-1,104
Closed -$5.16K – 501
2023
Q3 		$5.16K Hold
1,104
– – ﹤0.01% 465
2023
Q2 		$5.92K Sell
1,104
-42
-4% -$339 ﹤0.01% 420
2023
Q1 		$11.5K Buy
+1,146
New +$19.5K ﹤0.01% 304

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Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pine Valley Investments's INO Position: Q4 2023 in Review

Pine Valley Investments sold out of Inovio Pharmaceuticals (INO) in Q4 2023, closing a stake of 1,104 shares — an estimated $5.16K sold.

Pine Valley Investments first reported a position in INO in Q1 2023 and held it in 3 quarters. The position peaked at $11.5K in Q1 2023. 113 funds tracked by Wall St. Rank hold INO as of Q4 2023.

  • Pine Valley Investments reported no remaining Inovio Pharmaceuticals position as of Q4 2023 after selling out during the quarter.
  • Pine Valley Investments sold 1,104 Inovio Pharmaceuticals shares in Q4 2023, an estimated $5.16K.
  • Pine Valley Investments first reported a position in Inovio Pharmaceuticals in Q1 2023 and held it in 3 quarters.
  • Pine Valley Investments's Inovio Pharmaceuticals position peaked at $11.5K in Q1 2023.
  • 113 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2023.

Based on Pine Valley Investments's 13F filing for Q4 2023, filed 12 Feb 2024.