Principal Financial Group’s Inovio Pharmaceuticals INO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,696
Closed -$34.9K 2458
2023
Q4
$34.9K Buy
5,696
+585
+11% +$2.89K ﹤0.01% 2355
2023
Q3
$23.9K Hold
5,111
﹤0.01% 2400
2023
Q2
$27.4K Sell
5,111
-651
-11% -$5.25K ﹤0.01% 2400
2023
Q1
$56.7K Buy
5,762
+785
+16% +$13.4K ﹤0.01% 2363
2022
Q4
$93.2K Buy
4,977
+849
+21% +$19.2K ﹤0.01% 2303
2022
Q3
$85K Buy
4,128
+1,208
+41% +$30.9K ﹤0.01% 2358
2022
Q2
$61K Sell
2,920
-446
-13% -$12.6K ﹤0.01% 2447
2022
Q1
$145K Sell
3,366
-234
-7% -$10.5K ﹤0.01% 2387
2021
Q4
$216K Sell
3,600
-1,277
-26% -$102K ﹤0.01% 2338
2021
Q3
$419K Sell
4,877
-1,089
-18% -$109K ﹤0.01% 2220
2021
Q2
$663K Sell
5,966
-428
-7% -$41.1K ﹤0.01% 2144
2021
Q1
$712K Buy
6,394
+142
+2% +$18.7K ﹤0.01% 2064
2020
Q4
$664K Buy
6,252
+2,546
+69% +$339K ﹤0.01% 2037
2020
Q3
$515K Sell
3,706
-92
-2% -$19.2K ﹤0.01% 2019
2020
Q2
$1.23M Buy
3,798
+2,803
+282% +$450K ﹤0.01% 1789
2020
Q1
$89K Sell
995
-100
-9% -$6.17K ﹤0.01% 2124
2019
Q4
$43K Sell
1,095
-1,304
-54% -$39.2K ﹤0.01% 2214
2019
Q3
$59K Buy
2,399
+221
+10% +$6.72K ﹤0.01% 2207
2019
Q2
$77K Buy
2,178
+137
+7% +$5.44K ﹤0.01% 2194
2019
Q1
$92K Buy
2,041
+28
+1% +$1.41K ﹤0.01% 2159
2018
Q4
$97K Sell
2,013
-422
-17% -$25.6K ﹤0.01% 2178
2018
Q3
$162K Buy
2,435
+299
+14% +$16.6K ﹤0.01% 2194
2018
Q2
$100K Sell
2,136
-121
-5% -$6.67K ﹤0.01% 2224
2018
Q1
$127K Sell
2,257
-36
-2% -$1.95K ﹤0.01% 2142
2017
Q4
$114K Buy
2,293
+1,422
+163% +$88.1K ﹤0.01% 2177
2017
Q3
$66K Sell
871
-163
-16% -$12.1K ﹤0.01% 2158
2017
Q2
$97K Sell
1,034
-2,733
-73% -$234K ﹤0.01% 2189
2017
Q1
$300K Hold
3,767
﹤0.01% 2011
2016
Q4
$313K Buy
3,767
+2,777
+281% +$251K ﹤0.01% 2003
2016
Q3
$111K Buy
990
+17
+2% +$1.88K ﹤0.01% 2094
2016
Q2
$108K Sell
973
-72
-7% -$8.75K ﹤0.01% 2082
2016
Q1
$109K Buy
1,045
+30
+3% +$2.32K ﹤0.01% 2078
2015
Q4
$82K Hold
1,015
﹤0.01% 2120
2015
Q3
$70K Sell
1,015
-620
-38% -$54K ﹤0.01% 2113
2015
Q2
$160K Buy
1,635
+352
+27% +$37.6K ﹤0.01% 2077
2015
Q1
$126K Sell
1,283
-16
-1% -$1.55K ﹤0.01% 2080
2014
Q4
$143K Buy
+1,299
New +$159K ﹤0.01% 2078
2014
Q3
Sell
-1,460
Closed -$189K 2225
2014
Q2
$189K Buy
+1,460
New +$172K ﹤0.01% 2101

Other funds holding INO

Principal Financial Group's INO Position: Q1 2024 in Review

Principal Financial Group sold out of Inovio Pharmaceuticals (INO) in Q1 2024, closing a stake of 5,696 shares — an estimated $34.9K sold.

Principal Financial Group first reported a position in INO in Q2 2014 and held it in 38 quarters. The position peaked at $1.23M in Q2 2020. 89 funds tracked by Wall St. Rank hold INO as of Q1 2024.

  • Principal Financial Group reported no remaining Inovio Pharmaceuticals position as of Q1 2024 after selling out during the quarter.
  • Principal Financial Group sold 5,696 Inovio Pharmaceuticals shares in Q1 2024, an estimated $34.9K.
  • Principal Financial Group first reported a position in Inovio Pharmaceuticals in Q2 2014 and held it in 38 quarters.
  • Principal Financial Group's Inovio Pharmaceuticals position peaked at $1.23M in Q2 2020.
  • 89 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q1 2024.

Based on Principal Financial Group's 13F filing for Q1 2024, filed 29 Apr 2024.