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Wingate Wealth Advisors’s Inovio Pharmaceuticals INO Stock Holding History

Wingate Wealth Advisors’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
2025
Q1 		– Sell
-20
Closed -$37 – 249
2024
Q4 		$37 Buy
+20
New +$89 ﹤0.01% 473

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
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
SCM
Stonepine Capital Management Bend, Oregon $250M AUM 77.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wingate Wealth Advisors's INO Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Inovio Pharmaceuticals (INO) in Q1 2025, closing a stake of 20 shares — an estimated $37 sold.

Wingate Wealth Advisors first reported a position in INO in Q4 2024 and held it in 1 quarter. The position peaked at $37 in Q4 2024. 107 funds tracked by Wall St. Rank hold INO as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Inovio Pharmaceuticals position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 20 Inovio Pharmaceuticals shares in Q1 2025, an estimated $37.
  • Wingate Wealth Advisors first reported a position in Inovio Pharmaceuticals in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Inovio Pharmaceuticals position peaked at $37 in Q4 2024.
  • 107 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.