SeaCrest Wealth Management’s Inovio Pharmaceuticals INO Stock Holding History

SeaCrest Wealth 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	-850	Closed	-$275K	–	602
2020 Q2	$275K	Sell	850 -843	-50%	-$135K	0.05%	414
2020 Q1	$151K	Buy	+1,693	New	+$104K	0.03%	460

Other funds holding INO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SeaCrest Wealth Management's INO Position: Q3 2020 in Review

SeaCrest Wealth Management sold out of Inovio Pharmaceuticals (INO) in Q3 2020, closing a stake of 850 shares — an estimated $275K sold.

SeaCrest Wealth Management first reported a position in INO in Q1 2020 and held it in 2 quarters. The position peaked at $275K in Q2 2020. 212 funds tracked by Wall St. Rank hold INO as of Q3 2020.

SeaCrest Wealth Management reported no remaining Inovio Pharmaceuticals position as of Q3 2020 after selling out during the quarter.
SeaCrest Wealth Management sold 850 Inovio Pharmaceuticals shares in Q3 2020, an estimated $275K.
SeaCrest Wealth Management first reported a position in Inovio Pharmaceuticals in Q1 2020 and held it in 2 quarters.
SeaCrest Wealth Management's Inovio Pharmaceuticals position peaked at $275K in Q2 2020.
212 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2020.

Based on SeaCrest Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.