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Prospera Financial Services’s Inovio Pharmaceuticals INO Stock Holding History

Prospera Financial Services’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
2022
Q3 		– Sell
-119
Closed -$2K – 1209
2022
Q2 		$2K Buy
119
+19
+19% +$535 ﹤0.01% 1549
2022
Q1 		$4K Buy
+100
New +$4.5K ﹤0.01% 2322
2020
Q4 		– Sell
-13
Closed -$2K – 1100
2020
Q3 		$2K Buy
+13
New +$2.71K ﹤0.01% 1466

Other funds holding INO

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Prospera Financial Services's INO Position: Q3 2022 in Review

Prospera Financial Services sold out of Inovio Pharmaceuticals (INO) in Q3 2022, closing a stake of 119 shares — an estimated $2K sold.

Prospera Financial Services first reported a position in INO in Q3 2020 and held it in 3 quarters. The position peaked at $4K in Q1 2022. 182 funds tracked by Wall St. Rank hold INO as of Q3 2022.

  • Prospera Financial Services reported no remaining Inovio Pharmaceuticals position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 119 Inovio Pharmaceuticals shares in Q3 2022, an estimated $2K.
  • Prospera Financial Services first reported a position in Inovio Pharmaceuticals in Q3 2020 and held it in 3 quarters.
  • Prospera Financial Services's Inovio Pharmaceuticals position peaked at $4K in Q1 2022.
  • 182 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.