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Raymond James Financial Services Advisors’s Inovio Pharmaceuticals INO Stock Holding History

Raymond James Financial Services Advisors’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
Q4 		– Sell
-839
Closed -$17K – 3325
2022
Q3 		$17K Sell
839
-51
-6% -$1.31K ﹤0.01% 3178
2022
Q2 		$18K Sell
890
-114
-11% -$3.21K ﹤0.01% 3167
2022
Q1 		$43K Buy
1,004
+59
+6% +$2.66K ﹤0.01% 3208
2021
Q4 		$57K Sell
945
-598
-39% -$47.9K ﹤0.01% 3171
2021
Q3 		$133K Sell
1,543
-7
-0.5% -$702 ﹤0.01% 3076
2021
Q2 		$172K Sell
1,550
-183
-11% -$17.6K ﹤0.01% 3052
2021
Q1 		$193K Sell
1,733
-424
-20% -$55.8K ﹤0.01% 2914
2020
Q4 		$229K Sell
2,157
-2,559
-54% -$341K ﹤0.01% 2616
2020
Q3 		$656K Buy
4,716
+1,600
+51% +$334K ﹤0.01% 1810
2020
Q2 		$1.01M Buy
3,116
+766
+33% +$123K ﹤0.01% 1486
2020
Q1 		$210K Buy
+2,350
New +$145K ﹤0.01% 2042

Other funds holding INO

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial Services Advisors's INO Position: Q4 2022 in Review

Raymond James Financial Services Advisors sold out of Inovio Pharmaceuticals (INO) in Q4 2022, closing a stake of 839 shares — an estimated $17K sold.

Raymond James Financial Services Advisors first reported a position in INO in Q1 2020 and held it in 11 quarters. The position peaked at $1.01M in Q2 2020. 182 funds tracked by Wall St. Rank hold INO as of Q4 2022.

  • Raymond James Financial Services Advisors reported no remaining Inovio Pharmaceuticals position as of Q4 2022 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 839 Inovio Pharmaceuticals shares in Q4 2022, an estimated $17K.
  • Raymond James Financial Services Advisors first reported a position in Inovio Pharmaceuticals in Q1 2020 and held it in 11 quarters.
  • Raymond James Financial Services Advisors's Inovio Pharmaceuticals position peaked at $1.01M in Q2 2020.
  • 182 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2022.

Based on Raymond James Financial Services Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.