RIM
INO icon

Rockbridge Investment Management’s Inovio Pharmaceuticals INO Stock Holding History

Rockbridge Investment Management’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
2020
Q3 		– Sell
-17
Closed -$5K – 663
2020
Q2 		$5K Buy
+17
New +$2.73K ﹤0.01% 492

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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Rockbridge Investment Management's INO Position: Q3 2020 in Review

Rockbridge Investment Management sold out of Inovio Pharmaceuticals (INO) in Q3 2020, closing a stake of 17 shares — an estimated $5K sold.

Rockbridge Investment Management first reported a position in INO in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 212 funds tracked by Wall St. Rank hold INO as of Q3 2020.

  • Rockbridge Investment Management reported no remaining Inovio Pharmaceuticals position as of Q3 2020 after selling out during the quarter.
  • Rockbridge Investment Management sold 17 Inovio Pharmaceuticals shares in Q3 2020, an estimated $5K.
  • Rockbridge Investment Management first reported a position in Inovio Pharmaceuticals in Q2 2020 and held it in 1 quarter.
  • Rockbridge Investment Management's Inovio Pharmaceuticals position peaked at $5K in Q2 2020.
  • 212 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2020.

Based on Rockbridge Investment Management's 13F filing for Q3 2020, filed 3 Nov 2020.