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TCI Wealth Advisors’s Inovio Pharmaceuticals INO Stock Holding History

TCI Wealth Advisors’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
Q1 		– Sell
-140
Closed -$2.62K – 2576
2022
Q4 		$2.62K Hold
140
– – ﹤0.01% 1905
2022
Q3 		$3K Hold
140
– – ﹤0.01% 1780
2022
Q2 		$3K Buy
+140
New +$3.95K ﹤0.01% 1817
2021
Q4 		– Sell
-32
Closed -$3K – 2400
2021
Q3 		$3K Sell
32
-2
-6% -$201 ﹤0.01% 1945
2021
Q2 		$4K Buy
34
+18
+113% +$1.73K ﹤0.01% 1584
2021
Q1 		$2K Buy
+16
New +$2.1K ﹤0.01% 1774
2018
Q4 		– Sell
-250
Closed -$17K – 1530
2018
Q3 		$17K Hold
250
– – 0.01% 533
2018
Q2 		$12K Hold
250
– – 0.01% 608
2018
Q1 		$14K Buy
250
+83
+50% +$4.49K 0.01% 559
2017
Q4 		$8K Buy
+167
New +$10.4K ﹤0.01% 677
2017
Q3 		– Sell
-8
Closed -$1K – 1348
2017
Q2 		$1K Hold
8
– – ﹤0.01% 1147
2017
Q1 		$1K Sell
8
-75
-90% -$5.98K ﹤0.01% 1109
2016
Q4 		$7K Sell
83
-17
-17% -$1.54K ﹤0.01% 703
2016
Q3 		$11K Hold
100
– – 0.01% 552
2016
Q2 		$11K Sell
100
-33
-25% -$4.01K 0.01% 544
2016
Q1 		$14K Hold
133
– – 0.01% 507
2015
Q4 		$11K Hold
133
– – 0.01% 557
2015
Q3 		$9K Sell
133
-9
-6% -$784 0.01% 532
2015
Q2 		$14K Buy
142
+7
+5% +$748 0.01% 465
2015
Q1 		$13K Buy
135
+122
+938% +$11.8K 0.01% 415
2014
Q4 		$1K Hold
13
– – ﹤0.01% 807
2014
Q3 		$1K Buy
+13
New +$1.62K ﹤0.01% 805

Other funds holding INO

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TCI Wealth Advisors's INO Position: Q1 2023 in Review

TCI Wealth Advisors sold out of Inovio Pharmaceuticals (INO) in Q1 2023, closing a stake of 140 shares — an estimated $2.62K sold.

TCI Wealth Advisors first reported a position in INO in Q3 2014 and held it in 22 quarters. The position peaked at $17K in Q3 2018. 174 funds tracked by Wall St. Rank hold INO as of Q1 2023.

  • TCI Wealth Advisors reported no remaining Inovio Pharmaceuticals position as of Q1 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 140 Inovio Pharmaceuticals shares in Q1 2023, an estimated $2.62K.
  • TCI Wealth Advisors first reported a position in Inovio Pharmaceuticals in Q3 2014 and held it in 22 quarters.
  • TCI Wealth Advisors's Inovio Pharmaceuticals position peaked at $17K in Q3 2018.
  • 174 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.