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BerganKDV Wealth Management’s Iovance Biotherapeutics IOVA Stock Holding History

BerganKDV Wealth Management’s Portfolio IOVA Stock Details IOVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-27
Closed -$1K – 1043
2021
Q4 		$1K Sell
27
-3
-10% -$66 ﹤0.01% 991
2021
Q3 		$1K Buy
30
+8
+36% +$189 ﹤0.01% 977
2021
Q2 		$1K Buy
+22
New +$572 ﹤0.01% 923

Other funds holding IOVA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $624M AUM 250.2% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BerganKDV Wealth Management's IOVA Position: Q1 2022 in Review

BerganKDV Wealth Management sold out of Iovance Biotherapeutics (IOVA) in Q1 2022, closing a stake of 27 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in IOVA in Q2 2021 and held it in 3 quarters. The position peaked at $1K in Q4 2021. 250 funds tracked by Wall St. Rank hold IOVA as of Q1 2022.

  • BerganKDV Wealth Management reported no remaining Iovance Biotherapeutics position as of Q1 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 27 Iovance Biotherapeutics shares in Q1 2022, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in Iovance Biotherapeutics in Q2 2021 and held it in 3 quarters.
  • BerganKDV Wealth Management's Iovance Biotherapeutics position peaked at $1K in Q4 2021.
  • 250 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q1 2022.

Based on BerganKDV Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.