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Sugarloaf Wealth Management’s Inovio Pharmaceuticals INO Stock Holding History

Sugarloaf 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
Q1 		– Sell
-28
Closed -$3K – 766
2020
Q4 		$3K Hold
28
– – ﹤0.01% 600
2020
Q3 		$4K Buy
+28
New +$5.84K ﹤0.01% 543

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
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
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

Sugarloaf Wealth Management's INO Position: Q1 2021 in Review

Sugarloaf Wealth Management sold out of Inovio Pharmaceuticals (INO) in Q1 2021, closing a stake of 28 shares — an estimated $3K sold.

Sugarloaf Wealth Management first reported a position in INO in Q3 2020 and held it in 2 quarters. The position peaked at $4K in Q3 2020. 218 funds tracked by Wall St. Rank hold INO as of Q1 2021.

  • Sugarloaf Wealth Management reported no remaining Inovio Pharmaceuticals position as of Q1 2021 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 28 Inovio Pharmaceuticals shares in Q1 2021, an estimated $3K.
  • Sugarloaf Wealth Management first reported a position in Inovio Pharmaceuticals in Q3 2020 and held it in 2 quarters.
  • Sugarloaf Wealth Management's Inovio Pharmaceuticals position peaked at $4K in Q3 2020.
  • 218 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q1 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2021, filed 19 Apr 2021.