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Cary Street Partners Investment Advisory’s Iovance Biotherapeutics IOVA Stock Holding History

Cary Street Partners Investment Advisory’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
-1,800
Closed -$8.19K – 1208
2023
Q3 		$8.19K Buy
1,800
+200
+13% +$1.31K ﹤0.01% 1344
2023
Q2 		$11.3K Hold
1,600
– – ﹤0.01% 1208
2023
Q1 		$9.78K Buy
+1,600
New +$11K ﹤0.01% 1155

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $105B AUM 38.07% 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

Cary Street Partners Investment Advisory's IOVA Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Iovance Biotherapeutics (IOVA) in Q4 2023, closing a stake of 1,800 shares — an estimated $8.19K sold.

Cary Street Partners Investment Advisory first reported a position in IOVA in Q1 2023 and held it in 3 quarters. The position peaked at $11.3K in Q2 2023. 236 funds tracked by Wall St. Rank hold IOVA as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Iovance Biotherapeutics position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 1,800 Iovance Biotherapeutics shares in Q4 2023, an estimated $8.19K.
  • Cary Street Partners Investment Advisory first reported a position in Iovance Biotherapeutics in Q1 2023 and held it in 3 quarters.
  • Cary Street Partners Investment Advisory's Iovance Biotherapeutics position peaked at $11.3K in Q2 2023.
  • 236 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.