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Sunbelt Securities’s Inovio Pharmaceuticals INO Stock Holding History

Sunbelt Securities’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
2023
Q4 		– Sell
-21
Closed -$97 – 1749
2023
Q3 		$97 Hold
21
– – ﹤0.01% 1728
2023
Q2 		$112 Hold
21
– – ﹤0.01% 1656
2023
Q1 		$198 Buy
+21
New +$358 ﹤0.01% 1591

Other funds holding INO

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sunbelt Securities's INO Position: Q4 2023 in Review

Sunbelt Securities sold out of Inovio Pharmaceuticals (INO) in Q4 2023, closing a stake of 21 shares — an estimated $97 sold.

Sunbelt Securities first reported a position in INO in Q1 2023 and held it in 3 quarters. The position peaked at $198 in Q1 2023. 113 funds tracked by Wall St. Rank hold INO as of Q4 2023.

  • Sunbelt Securities reported no remaining Inovio Pharmaceuticals position as of Q4 2023 after selling out during the quarter.
  • Sunbelt Securities sold 21 Inovio Pharmaceuticals shares in Q4 2023, an estimated $97.
  • Sunbelt Securities first reported a position in Inovio Pharmaceuticals in Q1 2023 and held it in 3 quarters.
  • Sunbelt Securities's Inovio Pharmaceuticals position peaked at $198 in Q1 2023.
  • 113 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2023.

Based on Sunbelt Securities's 13F filing for Q4 2023, filed 15 Feb 2024.