QP
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Quilter Plc’s Inovio Pharmaceuticals INO Stock Holding History

Quilter Plc’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
2021
Q1 		– Sell
-1,370
Closed -$145K – 366
2020
Q4 		$145K Buy
1,370
+450
+49% +$59.9K 0.01% 266
2020
Q3 		$128K Buy
920
+249
+37% +$51.9K 0.01% 253
2020
Q2 		$217K Buy
+671
New +$108K 0.01% 222

Other funds holding INO

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Quilter Plc's INO Position: Q1 2021 in Review

Quilter Plc sold out of Inovio Pharmaceuticals (INO) in Q1 2021, closing a stake of 1,370 shares — an estimated $145K sold.

Quilter Plc first reported a position in INO in Q2 2020 and held it in 3 quarters. The position peaked at $217K in Q2 2020. 218 funds tracked by Wall St. Rank hold INO as of Q1 2021.

  • Quilter Plc reported no remaining Inovio Pharmaceuticals position as of Q1 2021 after selling out during the quarter.
  • Quilter Plc sold 1,370 Inovio Pharmaceuticals shares in Q1 2021, an estimated $145K.
  • Quilter Plc first reported a position in Inovio Pharmaceuticals in Q2 2020 and held it in 3 quarters.
  • Quilter Plc's Inovio Pharmaceuticals position peaked at $217K in Q2 2020.
  • 218 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q1 2021.

Based on Quilter Plc's 13F filing for Q1 2021, filed 12 May 2021.