VNA
INO icon

Valley National Advisers’s Inovio Pharmaceuticals INO Stock Holding History

Valley National Advisers’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
-636
Closed -$3K – 782
2024
Q3 		$3K Hold
636
– – ﹤0.01% 628
2024
Q2 		$5K Hold
636
– – ﹤0.01% 756
2024
Q1 		$8K Sell
636
-2
-0.3% -$17 ﹤0.01% 695
2023
Q4 		$3K Hold
638
– – ﹤0.01% 880
2023
Q3 		$3K Sell
638
-694
-52% -$3.83K ﹤0.01% 767
2023
Q2 		$8K Hold
1,332
– – ﹤0.01% 639
2023
Q1 		$14K Buy
1,332
+629
+89% +$10.7K ﹤0.01% 551
2022
Q4 		$14K Sell
703
-350
-33% -$7.93K ﹤0.01% 536
2022
Q3 		$23K Hold
1,053
– – ﹤0.01% 478
2022
Q2 		$27K Buy
1,053
+28
+3% +$789 0.01% 431
2022
Q1 		$44K Buy
1,025
+283
+38% +$12.7K 0.01% 390
2021
Q4 		$44K Sell
742
-250
-25% -$20K 0.01% 380
2021
Q3 		$85K Sell
992
-166
-14% -$16.7K 0.02% 298
2021
Q2 		$129K Buy
1,158
+183
+19% +$17.6K 0.02% 255
2021
Q1 		$109K Sell
975
-333
-25% -$43.8K 0.02% 267
2020
Q4 		$139K Hold
1,308
– – 0.03% 227
2020
Q3 		$182K Buy
1,308
+200
+18% +$41.7K 0.04% 180
2020
Q2 		$358K Buy
1,108
+125
+13% +$20.1K 0.08% 144
2020
Q1 		$88K Buy
983
+145
+17% +$8.94K 0.02% 218
2019
Q4 		$33K Hold
838
– – 0.01% 356
2019
Q3 		$21K Buy
+838
New +$25.5K 0.01% 412

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

Valley National Advisers's INO Position: Q4 2024 in Review

Valley National Advisers sold out of Inovio Pharmaceuticals (INO) in Q4 2024, closing a stake of 636 shares — an estimated $3K sold.

Valley National Advisers first reported a position in INO in Q3 2019 and held it in 21 quarters. The position peaked at $358K in Q2 2020. 104 funds tracked by Wall St. Rank hold INO as of Q4 2024.

  • Valley National Advisers reported no remaining Inovio Pharmaceuticals position as of Q4 2024 after selling out during the quarter.
  • Valley National Advisers sold 636 Inovio Pharmaceuticals shares in Q4 2024, an estimated $3K.
  • Valley National Advisers first reported a position in Inovio Pharmaceuticals in Q3 2019 and held it in 21 quarters.
  • Valley National Advisers's Inovio Pharmaceuticals position peaked at $358K in Q2 2020.
  • 104 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2024.

Based on Valley National Advisers's 13F filing for Q4 2024, filed 24 Jan 2025.