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Wealthspire Advisors (Maryland)’s Inovio Pharmaceuticals INO Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-158
Closed -$7K – 1197
2019
Q1 		$7K Buy
+158
New +$7.96K ﹤0.01% 1674

Other funds holding INO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s INO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Inovio Pharmaceuticals (INO) in Q2 2019, closing a stake of 158 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in INO in Q1 2019 and held it in 1 quarter. The position peaked at $7K in Q1 2019. 126 funds tracked by Wall St. Rank hold INO as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Inovio Pharmaceuticals position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 158 Inovio Pharmaceuticals shares in Q2 2019, an estimated $7K.
  • Wealthspire Advisors (Maryland) first reported a position in Inovio Pharmaceuticals in Q1 2019 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Inovio Pharmaceuticals position peaked at $7K in Q1 2019.
  • 126 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.