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Reilly Financial Advisors’s Inovio Pharmaceuticals INO Stock Holding History

Reilly Financial 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
2021
Q4 		$2K Buy
33
+25
+313% +$2K ﹤0.01% 990
2021
Q3 		$1K Hold
8
– – ﹤0.01% 897
2021
Q2 		$1K Buy
+8
New +$768 ﹤0.01% 966

Other funds holding INO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Reilly Financial Advisors's INO Position: Q4 2021 in Review

Reilly Financial Advisors increased its Inovio Pharmaceuticals (INO) stake by 313% in Q4 2021, buying an estimated $2K and bringing the position to 33 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

Reilly Financial Advisors first reported a position in INO in Q2 2021 and has held it in 3 quarters since. 208 funds tracked by Wall St. Rank hold INO as of Q4 2021.

  • Reilly Financial Advisors held 33 shares of Inovio Pharmaceuticals worth $2K as of Q4 2021.
  • Reilly Financial Advisors bought 25 Inovio Pharmaceuticals shares in Q4 2021, an estimated $2K.
  • Inovio Pharmaceuticals made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #990 holding.
  • Reilly Financial Advisors first reported a position in Inovio Pharmaceuticals in Q2 2021 and has held it in 3 quarters since.
  • 208 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.