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Spire Wealth Management’s Inovio Pharmaceuticals INO Stock Holding History

Spire 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
2021
Q4 		– Sell
-158
Closed -$14K – 2961
2021
Q3 		$14K Buy
158
+91
+136% +$9.13K ﹤0.01% 1985
2021
Q2 		$7K Hold
67
– – ﹤0.01% 2231
2021
Q1 		$7K Buy
+67
New +$8.81K ﹤0.01% 2525

Other funds holding INO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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 $1.56T AUM 27.86% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Spire Wealth Management's INO Position: Q4 2021 in Review

Spire Wealth Management sold out of Inovio Pharmaceuticals (INO) in Q4 2021, closing a stake of 158 shares — an estimated $14K sold.

Spire Wealth Management first reported a position in INO in Q1 2021 and held it in 3 quarters. The position peaked at $14K in Q3 2021. 208 funds tracked by Wall St. Rank hold INO as of Q4 2021.

  • Spire Wealth Management reported no remaining Inovio Pharmaceuticals position as of Q4 2021 after selling out during the quarter.
  • Spire Wealth Management sold 158 Inovio Pharmaceuticals shares in Q4 2021, an estimated $14K.
  • Spire Wealth Management first reported a position in Inovio Pharmaceuticals in Q1 2021 and held it in 3 quarters.
  • Spire Wealth Management's Inovio Pharmaceuticals position peaked at $14K in Q3 2021.
  • 208 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2021.

Based on Spire Wealth Management's 13F filing for Q4 2021, filed 14 Jan 2022.