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Winslow Evans & Crocker’s Inovio Pharmaceuticals INO Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$2K Hold
18
– – ﹤0.01% 1228
2020
Q3 		$2K Hold
18
– – ﹤0.01% 1008
2020
Q2 		$6K Buy
18
+7
+64% +$1.12K ﹤0.01% 850
2020
Q1 		$2K Buy
+11
New +$678 ﹤0.01% 1019

Other funds holding INO

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Winslow Evans & Crocker's INO Position: Q4 2020 in Review

Winslow Evans & Crocker held its Inovio Pharmaceuticals (INO) position steady in Q4 2020 at 18 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

Winslow Evans & Crocker first reported a position in INO in Q1 2020 and has held it in 4 quarters since. The position peaked at $6K in Q2 2020. 227 funds tracked by Wall St. Rank hold INO as of Q4 2020.

  • Winslow Evans & Crocker held 18 shares of Inovio Pharmaceuticals worth $2K as of Q4 2020.
  • Winslow Evans & Crocker left its Inovio Pharmaceuticals share count unchanged in Q4 2020.
  • Inovio Pharmaceuticals made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1228 holding.
  • Winslow Evans & Crocker first reported a position in Inovio Pharmaceuticals in Q1 2020 and has held it in 4 quarters since.
  • Winslow Evans & Crocker's Inovio Pharmaceuticals position peaked at $6K in Q2 2020.
  • 227 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.