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Wilbanks Smith & Thomas Asset Management’s Inovio Pharmaceuticals INO Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018
Q4 		– Sell
-94
Closed -$6K – 819
2018
Q3 		$6K Buy
+94
New +$5.23K ﹤0.01% 1178

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
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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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
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
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's INO Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Inovio Pharmaceuticals (INO) in Q4 2018, closing a stake of 94 shares — an estimated $6K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in INO in Q3 2018 and held it in 1 quarter. The position peaked at $6K in Q3 2018. 125 funds tracked by Wall St. Rank hold INO as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Inovio Pharmaceuticals position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 94 Inovio Pharmaceuticals shares in Q4 2018, an estimated $6K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Inovio Pharmaceuticals in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Inovio Pharmaceuticals position peaked at $6K in Q3 2018.
  • 125 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.