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
SFI
GCP
HF
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.