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Discovery Value Fund’s Iovance Biotherapeutics IOVA Stock Holding History

Discovery Value Fund’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
Q3 		– Sell
-35,437
Closed -$922K – 23
2021
Q2 		$922K Buy
35,437
+31,893
+900% +$829K 0.03% 19
2021
Q1 		$112K Hold
3,544
– – ﹤0.01% 18
2020
Q4 		$164K Buy
+3,544
New +$141K ﹤0.01% 21

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ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 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
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Discovery Value Fund's IOVA Position: Q3 2021 in Review

Discovery Value Fund sold out of Iovance Biotherapeutics (IOVA) in Q3 2021, closing a stake of 35,437 shares — an estimated $922K sold.

Discovery Value Fund first reported a position in IOVA in Q4 2020 and held it in 3 quarters. The position peaked at $922K in Q2 2021. 243 funds tracked by Wall St. Rank hold IOVA as of Q3 2021.

  • Discovery Value Fund reported no remaining Iovance Biotherapeutics position as of Q3 2021 after selling out during the quarter.
  • Discovery Value Fund sold 35,437 Iovance Biotherapeutics shares in Q3 2021, an estimated $922K.
  • Discovery Value Fund first reported a position in Iovance Biotherapeutics in Q4 2020 and held it in 3 quarters.
  • Discovery Value Fund's Iovance Biotherapeutics position peaked at $922K in Q2 2021.
  • 243 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q3 2021.

Based on Discovery Value Fund's 13F filing for Q3 2021, filed 15 Nov 2021.