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Valeo Financial Advisors’s Inovio Pharmaceuticals INO Stock Holding History

Valeo 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
2021
Q2 		– Sell
-625
Closed -$70K – 1142
2021
Q1 		$70K Hold
625
– – ﹤0.01% 741
2020
Q4 		$66K Buy
625
+586
+1,503% +$78K ﹤0.01% 689
2020
Q3 		$5K Buy
39
+14
+56% +$2.92K ﹤0.01% 1252
2020
Q2 		$8K Buy
+25
New +$4.01K ﹤0.01% 1355

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

Valeo Financial Advisors's INO Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Inovio Pharmaceuticals (INO) in Q2 2021, closing a stake of 625 shares — an estimated $70K sold.

Valeo Financial Advisors first reported a position in INO in Q2 2020 and held it in 4 quarters. The position peaked at $70K in Q1 2021. 211 funds tracked by Wall St. Rank hold INO as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Inovio Pharmaceuticals position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 625 Inovio Pharmaceuticals shares in Q2 2021, an estimated $70K.
  • Valeo Financial Advisors first reported a position in Inovio Pharmaceuticals in Q2 2020 and held it in 4 quarters.
  • Valeo Financial Advisors's Inovio Pharmaceuticals position peaked at $70K in Q1 2021.
  • 211 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.