CIA
IOVA icon

Capital Impact Advisors’s Iovance Biotherapeutics IOVA Stock Holding History

Capital Impact 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
Q4 		– Sell
-40,887
Closed -$1.01M – 119
2021
Q3 		$1.01M Hold
40,887
– – 0.4% 99
2021
Q2 		$1.06M Buy
40,887
+24,326
+147% +$632K 0.34% 102
2021
Q1 		$524K Sell
16,561
-63,439
-79% -$2.63M 0.18% 97
2020
Q4 		$3.71M Hold
80,000
– – 0.91% 42
2020
Q3 		$2.63M Buy
+80,000
New +$2.45M 0.78% 58

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
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Impact Advisors's IOVA Position: Q4 2021 in Review

Capital Impact Advisors sold out of Iovance Biotherapeutics (IOVA) in Q4 2021, closing a stake of 40,887 shares — an estimated $1.01M sold.

Capital Impact Advisors first reported a position in IOVA in Q3 2020 and held it in 5 quarters. The position peaked at $3.71M in Q4 2020. 246 funds tracked by Wall St. Rank hold IOVA as of Q4 2021.

  • Capital Impact Advisors reported no remaining Iovance Biotherapeutics position as of Q4 2021 after selling out during the quarter.
  • Capital Impact Advisors sold 40,887 Iovance Biotherapeutics shares in Q4 2021, an estimated $1.01M.
  • Capital Impact Advisors first reported a position in Iovance Biotherapeutics in Q3 2020 and held it in 5 quarters.
  • Capital Impact Advisors's Iovance Biotherapeutics position peaked at $3.71M in Q4 2020.
  • 246 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q4 2021.

Based on Capital Impact Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.