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Ellevest Inc’s Iovance Biotherapeutics IOVA Stock Holding History

Ellevest Inc’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
2022
Q3 		– Sell
-100
Closed -$1K – 1720
2022
Q2 		$1K Buy
100
+64
+178% +$839 ﹤0.01% 1272
2022
Q1 		$1K Sell
36
-15
-29% -$232 ﹤0.01% 1303
2021
Q4 		$1K Sell
51
-87
-63% -$1.92K ﹤0.01% 1286
2021
Q3 		$3K Buy
138
+44
+47% +$1.04K ﹤0.01% 1063
2021
Q2 		$2K Buy
94
+39
+71% +$1.01K ﹤0.01% 1038
2021
Q1 		$2K Hold
55
– – ﹤0.01% 1058
2020
Q4 		$3K Buy
55
+10
+22% +$397 ﹤0.01% 910
2020
Q3 		$1K Buy
45
+18
+67% +$552 ﹤0.01% 1016
2020
Q2 		$1K Buy
+27
New +$888 ﹤0.01% 1014
2020
Q1 		– Sell
-35
Closed -$1K – 1192
2019
Q4 		$1K Buy
+35
New +$796 ﹤0.01% 790

Other funds holding IOVA

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
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
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Ellevest Inc's IOVA Position: Q3 2022 in Review

Ellevest Inc sold out of Iovance Biotherapeutics (IOVA) in Q3 2022, closing a stake of 100 shares — an estimated $1K sold.

Ellevest Inc first reported a position in IOVA in Q4 2019 and held it in 10 quarters. The position peaked at $3K in Q3 2021. 242 funds tracked by Wall St. Rank hold IOVA as of Q3 2022.

  • Ellevest Inc reported no remaining Iovance Biotherapeutics position as of Q3 2022 after selling out during the quarter.
  • Ellevest Inc sold 100 Iovance Biotherapeutics shares in Q3 2022, an estimated $1K.
  • Ellevest Inc first reported a position in Iovance Biotherapeutics in Q4 2019 and held it in 10 quarters.
  • Ellevest Inc's Iovance Biotherapeutics position peaked at $3K in Q3 2021.
  • 242 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q3 2022.

Based on Ellevest Inc's 13F filing for Q3 2022, filed 2 Nov 2022.