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Concord Wealth Partners’s Iovance Biotherapeutics IOVA Stock Holding History

Concord Wealth Partners’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
Q1 		– Sell
-19
Closed -$121 – 1115
2022
Q4 		$121 Buy
+19
New +$148 ﹤0.01% 1220
2022
Q3 		– Sell
-90
Closed -$1K – 627
2022
Q2 		$1K Sell
90
-514
-85% -$6.74K ﹤0.01% 1145
2022
Q1 		$10K Sell
604
-413
-41% -$6.39K ﹤0.01% 780
2021
Q4 		$19K Buy
1,017
+447
+78% +$9.84K ﹤0.01% 657
2021
Q3 		$14K Buy
570
+312
+121% +$7.35K 0.01% 425
2021
Q2 		$7K Sell
258
-150
-37% -$3.9K ﹤0.01% 685
2021
Q1 		$13K Buy
408
+369
+946% +$15.3K ﹤0.01% 540
2020
Q4 		$2K Buy
+39
New +$1.55K ﹤0.01% 536

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State Street
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MFM
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Point72 Asset Management
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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
O
OrbiMed New York $4.59B AUM 125.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return