Stifel Financial
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Stifel Financial’s Inovio Pharmaceuticals INO Stock Holding History

Stifel Financial’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
2024
Q1 		– Sell
-919
Closed -$5.63K – 3378
2023
Q4 		$5.63K Sell
919
-108
-11% -$533 ﹤0.01% 3302
2023
Q3 		$4.8K Sell
1,027
-59
-5% -$326 ﹤0.01% 3269
2023
Q2 		$5.82K Sell
1,086
-53
-5% -$427 ﹤0.01% 3312
2023
Q1 		$11.2K Sell
1,139
-38
-3% -$648 ﹤0.01% 3308
2022
Q4 		$22K Sell
1,177
-1,542
-57% -$34.9K ﹤0.01% 3239
2022
Q3 		$56K Buy
2,719
+161
+6% +$4.12K ﹤0.01% 3175
2022
Q2 		$53K Buy
2,558
+25
+1% +$705 ﹤0.01% 3224
2022
Q1 		$109K Hold
2,533
– – ﹤0.01% 3249
2021
Q4 		$151K Sell
2,533
-458
-15% -$36.7K ﹤0.01% 3200
2021
Q3 		$257K Buy
2,991
+507
+20% +$50.9K ﹤0.01% 2999
2021
Q2 		$277K Sell
2,484
-2,614
-51% -$251K ﹤0.01% 2951
2021
Q1 		$568K Buy
5,098
+512
+11% +$67.3K ﹤0.01% 2398
2020
Q4 		$487K Sell
4,586
-1,041
-19% -$139K ﹤0.01% 2328
2020
Q3 		$783K Buy
5,627
+4,324
+332% +$902K ﹤0.01% 1801
2020
Q2 		$421K Buy
1,303
+441
+51% +$70.8K ﹤0.01% 2157
2020
Q1 		$77K Buy
+862
New +$53.1K ﹤0.01% 2621
2014
Q4 		– Sell
-873
Closed -$103K – 2388
2014
Q3 		$103K Sell
873
-323
-27% -$40.2K ﹤0.01% 2103
2014
Q2 		$155K Buy
+1,196
New +$141K ﹤0.01% 2051

Other funds holding INO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFI
Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $2.67B AUM 21.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Stifel Financial's INO Position: Q1 2024 in Review

Stifel Financial sold out of Inovio Pharmaceuticals (INO) in Q1 2024, closing a stake of 919 shares — an estimated $5.63K sold.

Stifel Financial first reported a position in INO in Q2 2014 and held it in 18 quarters. The position peaked at $783K in Q3 2020. 89 funds tracked by Wall St. Rank hold INO as of Q1 2024.

  • Stifel Financial reported no remaining Inovio Pharmaceuticals position as of Q1 2024 after selling out during the quarter.
  • Stifel Financial sold 919 Inovio Pharmaceuticals shares in Q1 2024, an estimated $5.63K.
  • Stifel Financial first reported a position in Inovio Pharmaceuticals in Q2 2014 and held it in 18 quarters.
  • Stifel Financial's Inovio Pharmaceuticals position peaked at $783K in Q3 2020.
  • 89 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q1 2024.

Based on Stifel Financial's 13F filing for Q1 2024, filed 14 May 2024.