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Plante Moran Financial Advisors’s Inovio Pharmaceuticals INO Stock Holding History

Plante Moran Financial Advisors’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
-61
Closed -$7K – 970
2021
Q2 		$7K Buy
+61
New +$5.86K ﹤0.01% 729
2020
Q4 		– Sell
-1
Closed – – 929
2020
Q3 		$0 Buy
+1
New +$209 ﹤0.01% 868

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

Plante Moran Financial Advisors's INO Position: Q3 2021 in Review

Plante Moran Financial Advisors sold out of Inovio Pharmaceuticals (INO) in Q3 2021, closing a stake of 61 shares — an estimated $7K sold.

Plante Moran Financial Advisors first reported a position in INO in Q3 2020 and held it in 2 quarters. The position peaked at $7K in Q2 2021. 213 funds tracked by Wall St. Rank hold INO as of Q3 2021.

  • Plante Moran Financial Advisors reported no remaining Inovio Pharmaceuticals position as of Q3 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 61 Inovio Pharmaceuticals shares in Q3 2021, an estimated $7K.
  • Plante Moran Financial Advisors first reported a position in Inovio Pharmaceuticals in Q3 2020 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Inovio Pharmaceuticals position peaked at $7K in Q2 2021.
  • 213 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.