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Carolinas Wealth Consulting’s Iovance Biotherapeutics IOVA Stock Holding History

Carolinas Wealth Consulting’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
2020
Q4 		– Sell
-116
Closed -$4K – 942
2020
Q3 		$4K Buy
116
+33
+40% +$1.01K ﹤0.01% 593
2020
Q2 		$2K Buy
+83
New +$2.73K ﹤0.01% 494

Other funds holding IOVA

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Carolinas Wealth Consulting's IOVA Position: Q4 2020 in Review

Carolinas Wealth Consulting sold out of Iovance Biotherapeutics (IOVA) in Q4 2020, closing a stake of 116 shares — an estimated $4K sold.

Carolinas Wealth Consulting first reported a position in IOVA in Q2 2020 and held it in 2 quarters. The position peaked at $4K in Q3 2020. 269 funds tracked by Wall St. Rank hold IOVA as of Q4 2020.

  • Carolinas Wealth Consulting reported no remaining Iovance Biotherapeutics position as of Q4 2020 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 116 Iovance Biotherapeutics shares in Q4 2020, an estimated $4K.
  • Carolinas Wealth Consulting first reported a position in Iovance Biotherapeutics in Q2 2020 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Iovance Biotherapeutics position peaked at $4K in Q3 2020.
  • 269 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q4 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2020, filed 16 Feb 2021.