Prestige Wealth Management Group’s Inovio Pharmaceuticals INO Stock Holding History

Prestige Wealth Management Group’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 Q2	–	Sell	-5	Closed	-$46	–	1072
2023 Q1	$46	Hold	5	–	–	﹤0.01%	1043
2022 Q4	$86	Hold	5	–	–	﹤0.01%	1137
2022 Q3	$0	Hold	5	–	–	﹤0.01%	1012
2022 Q2	$0	Hold	5	–	–	﹤0.01%	1019
2022 Q1	$0	Hold	5	–	–	﹤0.01%	1011
2021 Q4	$0	Hold	5	–	–	﹤0.01%	1023
2021 Q3	$0	Sell	5 -4	-44%	-$401	﹤0.01%	1011
2021 Q2	$1K	Hold	9	–	–	﹤0.01%	887
2021 Q1	$1K	Hold	9	–	–	﹤0.01%	881
2020 Q4	$1K	Hold	9	–	–	﹤0.01%	851
2020 Q3	$1K	Hold	9	–	–	﹤0.01%	782
2020 Q2	$3K	Hold	9	–	–	﹤0.01%	614
2020 Q1	$1K	Buy	+9	New	+$555	﹤0.01%	768

Other funds holding INO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Prestige Wealth Management Group's INO Position: Q2 2023 in Review

Prestige Wealth Management Group sold out of Inovio Pharmaceuticals (INO) in Q2 2023, closing a stake of 5 shares — an estimated $46 sold.

Prestige Wealth Management Group first reported a position in INO in Q1 2020 and held it in 13 quarters. The position peaked at $3K in Q2 2020. 133 funds tracked by Wall St. Rank hold INO as of Q2 2023.

Prestige Wealth Management Group reported no remaining Inovio Pharmaceuticals position as of Q2 2023 after selling out during the quarter.
Prestige Wealth Management Group sold 5 Inovio Pharmaceuticals shares in Q2 2023, an estimated $46.
Prestige Wealth Management Group first reported a position in Inovio Pharmaceuticals in Q1 2020 and held it in 13 quarters.
Prestige Wealth Management Group's Inovio Pharmaceuticals position peaked at $3K in Q2 2020.
133 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2023.

Based on Prestige Wealth Management Group's 13F filing for Q2 2023, filed 11 Aug 2023.