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

Provence 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
Q4 		$459 Hold
75
– – ﹤0.01% 444
2023
Q3 		$350 Buy
+75
New +$414 ﹤0.01% 457

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Provence Wealth Management Group's INO Position: Q4 2023 in Review

Provence Wealth Management Group held its Inovio Pharmaceuticals (INO) position steady in Q4 2023 at 75 shares worth $459. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Provence Wealth Management Group first reported a position in INO in Q3 2023 and has held it in 2 quarters since. 113 funds tracked by Wall St. Rank hold INO as of Q4 2023.

  • Provence Wealth Management Group held 75 shares of Inovio Pharmaceuticals worth $459 as of Q4 2023.
  • Provence Wealth Management Group left its Inovio Pharmaceuticals share count unchanged in Q4 2023.
  • Inovio Pharmaceuticals made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #444 holding.
  • Provence Wealth Management Group first reported a position in Inovio Pharmaceuticals in Q3 2023 and has held it in 2 quarters since.
  • 113 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.