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Sowell Financial Services’s Inovio Pharmaceuticals INO Stock Holding History

Sowell Financial Services’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
-377
Closed -$29K – 1581
2021
Q1 		$29K Buy
377
+369
+4,613% +$48.5K ﹤0.01% 1888
2020
Q4 		$1K Sell
8
-17
-68% -$2.26K ﹤0.01% 2587
2020
Q3 		$3K Buy
25
+16
+178% +$3.34K ﹤0.01% 2128
2020
Q2 		$3K Buy
9
+1
+13% +$161 ﹤0.01% 2044
2020
Q1 		$1K Buy
+8
New +$493 ﹤0.01% 2260

Other funds holding INO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Sowell Financial Services's INO Position: Q2 2021 in Review

Sowell Financial Services sold out of Inovio Pharmaceuticals (INO) in Q2 2021, closing a stake of 377 shares — an estimated $29K sold.

Sowell Financial Services first reported a position in INO in Q1 2020 and held it in 5 quarters. The position peaked at $29K in Q1 2021. 211 funds tracked by Wall St. Rank hold INO as of Q2 2021.

  • Sowell Financial Services reported no remaining Inovio Pharmaceuticals position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 377 Inovio Pharmaceuticals shares in Q2 2021, an estimated $29K.
  • Sowell Financial Services first reported a position in Inovio Pharmaceuticals in Q1 2020 and held it in 5 quarters.
  • Sowell Financial Services's Inovio Pharmaceuticals position peaked at $29K in Q1 2021.
  • 211 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.