RG
INO icon

Retirement Group’s Inovio Pharmaceuticals INO Stock Holding History

Retirement 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
2021
Q2 		– Sell
-100
Closed -$11K – 715
2021
Q1 		$11K Buy
+100
New +$13.2K 0.01% 461
2020
Q3 		– Sell
-125
Closed -$40K – 687
2020
Q2 		$40K Buy
+125
New +$20.1K 0.02% 256

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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

Retirement Group's INO Position: Q2 2021 in Review

Retirement Group sold out of Inovio Pharmaceuticals (INO) in Q2 2021, closing a stake of 100 shares — an estimated $11K sold.

Retirement Group first reported a position in INO in Q2 2020 and held it in 2 quarters. The position peaked at $40K in Q2 2020. 211 funds tracked by Wall St. Rank hold INO as of Q2 2021.

  • Retirement Group reported no remaining Inovio Pharmaceuticals position as of Q2 2021 after selling out during the quarter.
  • Retirement Group sold 100 Inovio Pharmaceuticals shares in Q2 2021, an estimated $11K.
  • Retirement Group first reported a position in Inovio Pharmaceuticals in Q2 2020 and held it in 2 quarters.
  • Retirement Group's Inovio Pharmaceuticals position peaked at $40K in Q2 2020.
  • 211 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2021.

Based on Retirement Group's 13F filing for Q2 2021, filed 17 Aug 2021.