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Dumont & Blake Investment Advisors’s Iovance Biotherapeutics IOVA Stock Holding History

Dumont & Blake Investment Advisors’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
2024
Q1 		– Sell
-11,500
Closed -$93K – 201
2023
Q4 		$93K Buy
+11,500
New +$60.2K 0.03% 191
2021
Q1 		– Sell
-4,550
Closed -$211K – 203
2020
Q4 		$211K Buy
+4,550
New +$181K 0.07% 182

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 $5.72T AUM 30.48% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dumont & Blake Investment Advisors's IOVA Position: Q1 2024 in Review

Dumont & Blake Investment Advisors sold out of Iovance Biotherapeutics (IOVA) in Q1 2024, closing a stake of 11,500 shares — an estimated $93K sold.

Dumont & Blake Investment Advisors first reported a position in IOVA in Q4 2020 and held it in 2 quarters. The position peaked at $211K in Q4 2020. 273 funds tracked by Wall St. Rank hold IOVA as of Q1 2024.

  • Dumont & Blake Investment Advisors reported no remaining Iovance Biotherapeutics position as of Q1 2024 after selling out during the quarter.
  • Dumont & Blake Investment Advisors sold 11,500 Iovance Biotherapeutics shares in Q1 2024, an estimated $93K.
  • Dumont & Blake Investment Advisors first reported a position in Iovance Biotherapeutics in Q4 2020 and held it in 2 quarters.
  • Dumont & Blake Investment Advisors's Iovance Biotherapeutics position peaked at $211K in Q4 2020.
  • 273 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q1 2024.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2024, filed 17 Apr 2024.