Shell Asset Management’s Inovio Pharmaceuticals INO Stock Holding History

Shell Asset 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
2023 Q2	–	Sell	-13,714	Closed	-$135K	–	1293
2023 Q1	$135K	Buy	+13,714	New	+$234K	0.01%	1039
2022 Q2	–	Sell	-783	Closed	-$34K	–	1419
2022 Q1	$34K	Sell	783 -118	-13%	-$5.32K	﹤0.01%	1359
2021 Q4	$54K	Sell	901 -15	-2%	-$1.2K	﹤0.01%	1364
2021 Q3	$79K	Sell	916 -36	-4%	-$3.61K	﹤0.01%	1328
2021 Q2	$106K	Hold	952	–	–	﹤0.01%	1349
2021 Q1	$106K	Sell	952 -176	-16%	-$23.1K	﹤0.01%	1276
2020 Q4	$120K	Hold	1,128	–	–	﹤0.01%	1246
2020 Q3	$157K	Hold	1,128	–	–	﹤0.01%	1088
2020 Q2	$365K	Buy	+1,128	New	+$181K	0.01%	807

Other funds holding INO

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Shell Asset Management's INO Position: Q2 2023 in Review

Shell Asset Management sold out of Inovio Pharmaceuticals (INO) in Q2 2023, closing a stake of 13,714 shares — an estimated $135K sold.

Shell Asset Management first reported a position in INO in Q2 2020 and held it in 9 quarters. The position peaked at $365K in Q2 2020. 133 funds tracked by Wall St. Rank hold INO as of Q2 2023.

Shell Asset Management reported no remaining Inovio Pharmaceuticals position as of Q2 2023 after selling out during the quarter.
Shell Asset Management sold 13,714 Inovio Pharmaceuticals shares in Q2 2023, an estimated $135K.
Shell Asset Management first reported a position in Inovio Pharmaceuticals in Q2 2020 and held it in 9 quarters.
Shell Asset Management's Inovio Pharmaceuticals position peaked at $365K in Q2 2020.
133 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2023.

Based on Shell Asset Management's 13F filing for Q2 2023, filed 28 Jul 2023.