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Summit Wealth & Retirement Planning’s Inovio Pharmaceuticals INO Stock Holding History

Summit Wealth & Retirement Planning’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
Q2 		– Sell
-1,455
Closed -$162K – 92
2021
Q1 		$162K Sell
1,455
-21
-1% -$2.76K 0.06% 99
2020
Q4 		$157K Sell
1,476
-17
-1% -$2.26K 0.06% 111
2020
Q3 		$208K Sell
1,493
-114
-7% -$23.8K 0.09% 102
2020
Q2 		$520K Sell
1,607
-2,151
-57% -$345K 0.24% 72
2020
Q1 		$336K Buy
+3,758
New +$232K 0.18% 89

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Summit Wealth & Retirement Planning's INO Position: Q2 2021 in Review

Summit Wealth & Retirement Planning sold out of Inovio Pharmaceuticals (INO) in Q2 2021, closing a stake of 1,455 shares — an estimated $162K sold.

Summit Wealth & Retirement Planning first reported a position in INO in Q1 2020 and held it in 5 quarters. The position peaked at $520K in Q2 2020. 211 funds tracked by Wall St. Rank hold INO as of Q2 2021.

  • Summit Wealth & Retirement Planning reported no remaining Inovio Pharmaceuticals position as of Q2 2021 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 1,455 Inovio Pharmaceuticals shares in Q2 2021, an estimated $162K.
  • Summit Wealth & Retirement Planning first reported a position in Inovio Pharmaceuticals in Q1 2020 and held it in 5 quarters.
  • Summit Wealth & Retirement Planning's Inovio Pharmaceuticals position peaked at $520K in Q2 2020.
  • 211 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2021.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2021, filed 13 Aug 2021.