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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 – 1114
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

Other funds holding IOVA

PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MFM
MHR Fund Management New York $1.92B AUM 119.57% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Concord Wealth Partners's IOVA Position: Q1 2023 in Review

Concord Wealth Partners sold out of Iovance Biotherapeutics (IOVA) in Q1 2023, closing a stake of 19 shares — an estimated $121 sold.

Concord Wealth Partners first reported a position in IOVA in Q4 2020 and held it in 8 quarters. The position peaked at $19K in Q4 2021. 228 funds tracked by Wall St. Rank hold IOVA as of Q1 2023.

  • Concord Wealth Partners reported no remaining Iovance Biotherapeutics position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 19 Iovance Biotherapeutics shares in Q1 2023, an estimated $121.
  • Concord Wealth Partners first reported a position in Iovance Biotherapeutics in Q4 2020 and held it in 8 quarters.
  • Concord Wealth Partners's Iovance Biotherapeutics position peaked at $19K in Q4 2021.
  • 228 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.