Smith Group Asset Management’s Inovio Pharmaceuticals INO Stock Holding History

Smith Group 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
2021 Q3	–	Sell	-15	Closed	-$2K	–	383
2021 Q2	$2K	Hold	15	–	–	﹤0.01%	359
2021 Q1	$2K	Sell	15 -433	-97%	-$56.9K	﹤0.01%	325
2020 Q4	$48K	Hold	448	–	–	﹤0.01%	220
2020 Q3	$62K	Buy	+448	New	+$93.4K	﹤0.01%	211
2016 Q1	–	Sell	-10,785	Closed	-$870K	–	491
2015 Q4	$870K	Sell	10,785 -1,709	-14%	-$136K	0.03%	179
2015 Q3	$867K	Sell	12,494 -3	-0%	-$261	0.03%	173
2015 Q2	$1.22M	Buy	12,497 +250	+2%	+$26.7K	0.04%	164
2015 Q1	$1.2M	Buy	12,247 +5,448	+80%	+$528K	0.04%	167
2014 Q4	$749K	Sell	6,799 -684	-9%	-$83.6K	0.03%	191
2014 Q3	$885K	Sell	7,483 -26	-0.3%	-$3.24K	0.03%	182
2014 Q2	$974K	Buy	+7,509	New	+$886K	0.04%	181

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Smith Group Asset Management's INO Position: Q3 2021 in Review

Smith Group Asset Management sold out of Inovio Pharmaceuticals (INO) in Q3 2021, closing a stake of 15 shares — an estimated $2K sold.

Smith Group Asset Management first reported a position in INO in Q2 2014 and held it in 11 quarters. The position peaked at $1.22M in Q2 2015. 213 funds tracked by Wall St. Rank hold INO as of Q3 2021.

Smith Group Asset Management reported no remaining Inovio Pharmaceuticals position as of Q3 2021 after selling out during the quarter.
Smith Group Asset Management sold 15 Inovio Pharmaceuticals shares in Q3 2021, an estimated $2K.
Smith Group Asset Management first reported a position in Inovio Pharmaceuticals in Q2 2014 and held it in 11 quarters.
Smith Group Asset Management's Inovio Pharmaceuticals position peaked at $1.22M in Q2 2015.
213 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2021.

Based on Smith Group Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.