WealthStone’s Inovio Pharmaceuticals INO Stock Holding History

WealthStone’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 Q3	–	Sell	-313	Closed	-$11K	–	316
2019 Q2	$11K	Buy	+313	New	+$12.4K	﹤0.01%	250

Other funds holding INO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WealthStone's INO Position: Q3 2019 in Review

WealthStone sold out of Inovio Pharmaceuticals (INO) in Q3 2019, closing a stake of 313 shares — an estimated $11K sold.

WealthStone first reported a position in INO in Q2 2019 and held it in 1 quarter. The position peaked at $11K in Q2 2019. 118 funds tracked by Wall St. Rank hold INO as of Q3 2019.

WealthStone reported no remaining Inovio Pharmaceuticals position as of Q3 2019 after selling out during the quarter.
WealthStone sold 313 Inovio Pharmaceuticals shares in Q3 2019, an estimated $11K.
WealthStone first reported a position in Inovio Pharmaceuticals in Q2 2019 and held it in 1 quarter.
WealthStone's Inovio Pharmaceuticals position peaked at $11K in Q2 2019.
118 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.