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WealthTrust Axiom’s Inovio Pharmaceuticals INO Stock Holding History

WealthTrust Axiom’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
2014
Q2 		– Sell
-208
Closed -$33K – 224
2014
Q1 		$33K Hold
208
– – 0.01% 206
2013
Q4 		$29K Buy
+208
New +$20.8K 0.01% 192

Other funds holding INO

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WealthTrust Axiom's INO Position: Q2 2014 in Review

WealthTrust Axiom sold out of Inovio Pharmaceuticals (INO) in Q2 2014, closing a stake of 208 shares — an estimated $33K sold.

WealthTrust Axiom first reported a position in INO in Q4 2013 and held it in 2 quarters. The position peaked at $33K in Q1 2014. 76 funds tracked by Wall St. Rank hold INO as of Q2 2014.

  • WealthTrust Axiom reported no remaining Inovio Pharmaceuticals position as of Q2 2014 after selling out during the quarter.
  • WealthTrust Axiom sold 208 Inovio Pharmaceuticals shares in Q2 2014, an estimated $33K.
  • WealthTrust Axiom first reported a position in Inovio Pharmaceuticals in Q4 2013 and held it in 2 quarters.
  • WealthTrust Axiom's Inovio Pharmaceuticals position peaked at $33K in Q1 2014.
  • 76 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2014.

Based on WealthTrust Axiom's 13F filing for Q2 2014, filed 1 Aug 2014.