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Stratos Wealth Partners’s Inovio Pharmaceuticals INO Stock Holding History

Stratos Wealth Partners’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
-1,793
Closed -$11K – 1427
2023
Q4 		$11K Hold
1,793
– – ﹤0.01% 1368
2023
Q3 		$8.37K Buy
1,793
+543
+43% +$3K ﹤0.01% 1277
2023
Q2 		$6.7K Sell
1,250
-35
-3% -$282 ﹤0.01% 1191
2023
Q1 		$12.6K Sell
1,285
-5
-0.4% -$85 ﹤0.01% 1123
2022
Q4 		$24.2K Buy
1,290
+5
+0.4% +$113 ﹤0.01% 1129
2022
Q3 		$27K Sell
1,285
-4
-0.3% -$102 ﹤0.01% 1108
2022
Q2 		$27K Sell
1,289
-15
-1% -$423 ﹤0.01% 1176
2022
Q1 		$56K Buy
1,304
+2
+0.2% +$90 ﹤0.01% 1242
2021
Q4 		$78K Sell
1,302
-467
-26% -$37.4K ﹤0.01% 1225
2021
Q3 		$152K Hold
1,769
– – ﹤0.01% 1126
2021
Q2 		$197K Buy
1,769
+79
+5% +$7.59K ﹤0.01% 1129
2021
Q1 		$188K Buy
1,690
+457
+37% +$60.1K 0.01% 1053
2020
Q4 		$131K Buy
+1,233
New +$164K ﹤0.01% 1032
2020
Q3 		– Sell
-618
Closed -$200K – 1033
2020
Q2 		$200K Buy
+618
New +$99.2K 0.01% 903
2018
Q1 		– Sell
-17
Closed -$1K – 3164
2017
Q4 		$1K Buy
+17
New +$1.05K ﹤0.01% 2718

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

Stratos Wealth Partners's INO Position: Q1 2024 in Review

Stratos Wealth Partners sold out of Inovio Pharmaceuticals (INO) in Q1 2024, closing a stake of 1,793 shares — an estimated $11K sold.

Stratos Wealth Partners first reported a position in INO in Q4 2017 and held it in 15 quarters. The position peaked at $200K in Q2 2020. 89 funds tracked by Wall St. Rank hold INO as of Q1 2024.

  • Stratos Wealth Partners reported no remaining Inovio Pharmaceuticals position as of Q1 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,793 Inovio Pharmaceuticals shares in Q1 2024, an estimated $11K.
  • Stratos Wealth Partners first reported a position in Inovio Pharmaceuticals in Q4 2017 and held it in 15 quarters.
  • Stratos Wealth Partners's Inovio Pharmaceuticals position peaked at $200K in Q2 2020.
  • 89 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q1 2024.

Based on Stratos Wealth Partners's 13F filing for Q1 2024, filed 16 Apr 2024.