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Blue Trust Inc’s Iovance Biotherapeutics IOVA Stock Holding History

Blue Trust Inc’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
Q4 		– Sell
-91
Closed -$730 – 2706
2024
Q3 		$730 Buy
91
+49
+117% +$464 ﹤0.01% 2747
2024
Q2 		$622 Buy
+42
New +$450 ﹤0.01% 2593
2022
Q4 		– Sell
-61
Closed -$1K – 2346
2022
Q3 		$1K Buy
+61
New +$703 ﹤0.01% 1937

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 $1.92B AUM 119.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return

Blue Trust Inc's IOVA Position: Q4 2024 in Review

Blue Trust Inc sold out of Iovance Biotherapeutics (IOVA) in Q4 2024, closing a stake of 91 shares — an estimated $730 sold.

Blue Trust Inc first reported a position in IOVA in Q3 2022 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 301 funds tracked by Wall St. Rank hold IOVA as of Q4 2024.

  • Blue Trust Inc reported no remaining Iovance Biotherapeutics position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 91 Iovance Biotherapeutics shares in Q4 2024, an estimated $730.
  • Blue Trust Inc first reported a position in Iovance Biotherapeutics in Q3 2022 and held it in 3 quarters.
  • Blue Trust Inc's Iovance Biotherapeutics position peaked at $1K in Q3 2022.
  • 301 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.