BWL
IOVA icon

Bogart Wealth LLC’s Iovance Biotherapeutics IOVA Stock Holding History

Bogart Wealth LLC’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
2023
Q4 		– Sell
-485
Closed -$2.21K – 1093
2023
Q3 		$2.21K Sell
485
-70
-13% -$457 ﹤0.01% 867
2023
Q2 		$3.91K Buy
+555
New +$3.97K ﹤0.01% 770

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Bogart Wealth LLC's IOVA Position: Q4 2023 in Review

Bogart Wealth LLC sold out of Iovance Biotherapeutics (IOVA) in Q4 2023, closing a stake of 485 shares — an estimated $2.21K sold.

Bogart Wealth LLC first reported a position in IOVA in Q2 2023 and held it in 2 quarters. The position peaked at $3.91K in Q2 2023. 236 funds tracked by Wall St. Rank hold IOVA as of Q4 2023.

  • Bogart Wealth LLC reported no remaining Iovance Biotherapeutics position as of Q4 2023 after selling out during the quarter.
  • Bogart Wealth LLC sold 485 Iovance Biotherapeutics shares in Q4 2023, an estimated $2.21K.
  • Bogart Wealth LLC first reported a position in Iovance Biotherapeutics in Q2 2023 and held it in 2 quarters.
  • Bogart Wealth LLC's Iovance Biotherapeutics position peaked at $3.91K in Q2 2023.
  • 236 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q4 2023.

Based on Bogart Wealth LLC's 13F filing for Q4 2023, filed 7 Feb 2024.