Steward Partners Investment Advisory’s Innate Pharma IPHA Stock Holding History

Steward Partners Investment Advisory’s Portfolio IPHA Stock Details IPHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-200	Closed	-$368	–	4084
2024 Q4	$368	Hold	200	–	–	﹤0.01%	3872
2024 Q3	$458	Hold	200	–	–	﹤0.01%	3606
2024 Q2	$388	Hold	200	–	–	﹤0.01%	3495
2024 Q1	$576	Hold	200	–	–	﹤0.01%	3413
2023 Q4	$560	Sell	200 -300	-60%	-$744	﹤0.01%	3353
2023 Q3	$1.26K	Hold	500	–	–	﹤0.01%	3158
2023 Q2	$1.54K	Hold	500	–	–	﹤0.01%	3075
2023 Q1	$1.43K	Hold	500	–	–	﹤0.01%	3078
2022 Q4	$1.86K	Hold	500	–	–	﹤0.01%	3028
2022 Q3	$1K	Hold	500	–	–	﹤0.01%	3131
2022 Q2	$1K	Hold	500	–	–	﹤0.01%	3125
2022 Q1	$2K	Hold	500	–	–	﹤0.01%	3089
2021 Q4	$2K	Hold	500	–	–	﹤0.01%	3019
2021 Q3	$3K	Sell	500 -150	-23%	-$646	﹤0.01%	2925
2021 Q2	$2K	Hold	650	–	–	﹤0.01%	6878
2021 Q1	$2.8K	Sell	650 -450	-41%	-$2.01K	﹤0.01%	3156
2020 Q4	$4K	Hold	1,100	–	–	﹤0.01%	2566
2020 Q3	$4K	Hold	1,100	–	–	﹤0.01%	2431
2020 Q2	$8K	Hold	1,100	–	–	﹤0.01%	2123
2020 Q1	$7K	Hold	1,100	–	–	﹤0.01%	1969
2019 Q4	$7K	Buy	+1,100	New	+$6.76K	﹤0.01%	2145

Other funds holding IPHA

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Steward Partners Investment Advisory's IPHA Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of Innate Pharma (IPHA) in Q1 2025, closing a stake of 200 shares — an estimated $368 sold.

Steward Partners Investment Advisory first reported a position in IPHA in Q4 2019 and held it in 21 quarters. The position peaked at $8K in Q2 2020. 10 funds tracked by Wall St. Rank hold IPHA as of Q1 2025.

Steward Partners Investment Advisory reported no remaining Innate Pharma position as of Q1 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 200 Innate Pharma shares in Q1 2025, an estimated $368.
Steward Partners Investment Advisory first reported a position in Innate Pharma in Q4 2019 and held it in 21 quarters.
Steward Partners Investment Advisory's Innate Pharma position peaked at $8K in Q2 2020.
10 funds tracked by Wall St. Rank held Innate Pharma as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.