Berman Capital Advisors’s Iovance Biotherapeutics IOVA Stock Holding History

Berman Capital Advisors’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
2021 Q3	$53K	Buy	2,209 +1,759	+391%	+$41.4K	0.01%	655
2021 Q2	$11K	Buy	450 +282	+168%	+$7.33K	﹤0.01%	1112
2021 Q1	$5K	Buy	168 +13	+8%	+$539	﹤0.01%	1267
2020 Q4	$7K	Sell	155 -17	-10%	-$675	﹤0.01%	1045
2020 Q3	$5K	Hold	172	–	–	﹤0.01%	1041
2020 Q2	$4K	Hold	172	–	–	﹤0.01%	1059
2020 Q1	$5K	Hold	172	–	–	﹤0.01%	885
2019 Q4	$4K	Hold	172	–	–	﹤0.01%	1027
2019 Q3	$3K	Hold	172	–	–	﹤0.01%	1082
2019 Q2	$4K	Hold	172	–	–	﹤0.01%	1021
2019 Q1	$1K	Hold	172	–	–	﹤0.01%	1217
2018 Q4	$1K	Buy	+172	New	+$1.66K	﹤0.01%	1008

Other funds holding IOVA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Berman Capital Advisors's IOVA Position: Q3 2021 in Review

Berman Capital Advisors increased its Iovance Biotherapeutics (IOVA) stake by 391% in Q3 2021, buying an estimated $41.4K and bringing the position to 2,209 shares worth $53K. The position accounts for 0.01% of the portfolio, ranked #655.

Berman Capital Advisors first reported a position in IOVA in Q4 2018 and has held it in 12 quarters since. 243 funds tracked by Wall St. Rank hold IOVA as of Q3 2021.

Berman Capital Advisors held 2,209 shares of Iovance Biotherapeutics worth $53K as of Q3 2021.
Berman Capital Advisors bought 1,759 Iovance Biotherapeutics shares in Q3 2021, an estimated $41.4K.
Iovance Biotherapeutics made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #655 holding.
Berman Capital Advisors first reported a position in Iovance Biotherapeutics in Q4 2018 and has held it in 12 quarters since.
243 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.