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Tobias Financial Advisors’s Inovio Pharmaceuticals INO Stock Holding History

Tobias Financial 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
2020
Q1 		– Sell
-83
Closed -$3K – 157
2019
Q4 		$3K Buy
+83
New +$2.5K ﹤0.01% 241

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Tobias Financial Advisors's INO Position: Q1 2020 in Review

Tobias Financial Advisors sold out of Inovio Pharmaceuticals (INO) in Q1 2020, closing a stake of 83 shares — an estimated $3K sold.

Tobias Financial Advisors first reported a position in INO in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 158 funds tracked by Wall St. Rank hold INO as of Q1 2020.

  • Tobias Financial Advisors reported no remaining Inovio Pharmaceuticals position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 83 Inovio Pharmaceuticals shares in Q1 2020, an estimated $3K.
  • Tobias Financial Advisors first reported a position in Inovio Pharmaceuticals in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's Inovio Pharmaceuticals position peaked at $3K in Q4 2019.
  • 158 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.