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BKM Wealth Management’s Iovance Biotherapeutics IOVA Stock Holding History

BKM 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
2024
Q1 		– Sell
-570
Closed -$4.63K – 358
2023
Q4 		$4.63K Buy
+570
New +$2.98K ﹤0.01% 519

Other funds holding IOVA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MFM
MHR Fund Management New York $1.37B AUM 68.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BKM Wealth Management's IOVA Position: Q1 2024 in Review

BKM Wealth Management sold out of Iovance Biotherapeutics (IOVA) in Q1 2024, closing a stake of 570 shares — an estimated $4.63K sold.

BKM Wealth Management first reported a position in IOVA in Q4 2023 and held it in 1 quarter. The position peaked at $4.63K in Q4 2023. 273 funds tracked by Wall St. Rank hold IOVA as of Q1 2024.

  • BKM Wealth Management reported no remaining Iovance Biotherapeutics position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 570 Iovance Biotherapeutics shares in Q1 2024, an estimated $4.63K.
  • BKM Wealth Management first reported a position in Iovance Biotherapeutics in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Iovance Biotherapeutics position peaked at $4.63K in Q4 2023.
  • 273 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.