TIM
INO icon

Tortoise Investment Management’s Inovio Pharmaceuticals INO Stock Holding History

Tortoise Investment 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
2024
Q4 		– Sell
-20
Closed -$116 – 878
2024
Q3 		$116 Buy
+20
New +$165 ﹤0.01% 864

Other funds holding INO

DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 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
SCM
Stonepine Capital Management Bend, Oregon $250M AUM 77.6% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tortoise Investment Management's INO Position: Q4 2024 in Review

Tortoise Investment Management sold out of Inovio Pharmaceuticals (INO) in Q4 2024, closing a stake of 20 shares — an estimated $116 sold.

Tortoise Investment Management first reported a position in INO in Q3 2024 and held it in 1 quarter. The position peaked at $116 in Q3 2024. 104 funds tracked by Wall St. Rank hold INO as of Q4 2024.

  • Tortoise Investment Management reported no remaining Inovio Pharmaceuticals position as of Q4 2024 after selling out during the quarter.
  • Tortoise Investment Management sold 20 Inovio Pharmaceuticals shares in Q4 2024, an estimated $116.
  • Tortoise Investment Management first reported a position in Inovio Pharmaceuticals in Q3 2024 and held it in 1 quarter.
  • Tortoise Investment Management's Inovio Pharmaceuticals position peaked at $116 in Q3 2024.
  • 104 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2024.

Based on Tortoise Investment Management's 13F filing for Q4 2024, filed 7 Feb 2025.