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Edge Wealth Management’s Iovance Biotherapeutics IOVA Stock Holding History

Edge Wealth Management’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
2020
Q3 		– Sell
-9,144
Closed -$251K – 534
2020
Q2 		$251K Sell
9,144
-20
-0.2% -$658 0.05% 126
2020
Q1 		$271K Buy
9,164
+50
+0.5% +$1.32K 0.06% 123
2019
Q4 		$252K Buy
9,114
+700
+8% +$15.9K 0.05% 134
2019
Q3 		$153K Hold
8,414
– – 0.04% 154
2019
Q2 		$207K Buy
8,414
+1,414
+20% +$21.3K 0.05% 139
2019
Q1 		$67K Buy
7,000
+500
+8% +$4.86K 0.02% 216
2018
Q4 		$58K Sell
6,500
-200
-3% -$1.93K 0.02% 234
2018
Q3 		$75K Sell
6,700
-1,750
-21% -$24.8K 0.02% 222
2018
Q2 		$108K Sell
8,450
-1,375
-14% -$20.1K 0.03% 185
2018
Q1 		$166K Sell
9,825
-8,488
-46% -$129K 0.04% 134
2017
Q4 		$145K Sell
18,313
-1,000
-5% -$8.03K 0.04% 146
2017
Q3 		$150K Buy
+19,313
New +$122K 0.05% 141
2017
Q2 		– Sell
-1,500
Closed -$11K – 552
2017
Q1 		$11K Buy
1,500
+500
+50% +$3.67K ﹤0.01% 341
2016
Q4 		$7K Buy
+1,000
New +$6.88K ﹤0.01% 370
2016
Q1 		– Sell
-3,800
Closed -$29K – 479
2015
Q4 		$29K Sell
3,800
-8,500
-69% -$59K 0.01% 220
2015
Q3 		$71K Sell
12,300
-1,200
-9% -$9.35K 0.03% 159
2015
Q2 		$123K Buy
13,500
+4,500
+50% +$50.2K 0.04% 129
2015
Q1 		$108K Buy
+9,000
New +$101K 0.04% 130

Other funds holding IOVA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
GPP
Great Point Partners Greenwich, Connecticut $529M AUM 337.4% 1-Year Est. Return

Edge Wealth Management's IOVA Position: Q3 2020 in Review

Edge Wealth Management sold out of Iovance Biotherapeutics (IOVA) in Q3 2020, closing a stake of 9,144 shares — an estimated $251K sold.

Edge Wealth Management first reported a position in IOVA in Q1 2015 and held it in 18 quarters. The position peaked at $271K in Q1 2020. 252 funds tracked by Wall St. Rank hold IOVA as of Q3 2020.

  • Edge Wealth Management reported no remaining Iovance Biotherapeutics position as of Q3 2020 after selling out during the quarter.
  • Edge Wealth Management sold 9,144 Iovance Biotherapeutics shares in Q3 2020, an estimated $251K.
  • Edge Wealth Management first reported a position in Iovance Biotherapeutics in Q1 2015 and held it in 18 quarters.
  • Edge Wealth Management's Iovance Biotherapeutics position peaked at $271K in Q1 2020.
  • 252 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.