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Strategic Wealth Management Group’s Inovio Pharmaceuticals INO Stock Holding History

Strategic Wealth Management Group’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
2020
Q4 		– Sell
-1,876
Closed -$261K – 130
2020
Q3 		$261K Sell
1,876
-222
-11% -$46.3K 0.13% 92
2020
Q2 		$678K Hold
2,098
– – 0.4% 33
2020
Q1 		$187K Buy
+2,098
New +$129K 0.14% 80

Other funds holding INO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Strategic Wealth Management Group's INO Position: Q4 2020 in Review

Strategic Wealth Management Group sold out of Inovio Pharmaceuticals (INO) in Q4 2020, closing a stake of 1,876 shares — an estimated $261K sold.

Strategic Wealth Management Group first reported a position in INO in Q1 2020 and held it in 3 quarters. The position peaked at $678K in Q2 2020. 227 funds tracked by Wall St. Rank hold INO as of Q4 2020.

  • Strategic Wealth Management Group reported no remaining Inovio Pharmaceuticals position as of Q4 2020 after selling out during the quarter.
  • Strategic Wealth Management Group sold 1,876 Inovio Pharmaceuticals shares in Q4 2020, an estimated $261K.
  • Strategic Wealth Management Group first reported a position in Inovio Pharmaceuticals in Q1 2020 and held it in 3 quarters.
  • Strategic Wealth Management Group's Inovio Pharmaceuticals position peaked at $678K in Q2 2020.
  • 227 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2020.

Based on Strategic Wealth Management Group's 13F filing for Q4 2020, filed 21 Jan 2021.