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Evergreen Capital Management’s Iovance Biotherapeutics IOVA Stock Holding History

Evergreen Capital 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
2022
Q1 		– Sell
-54,086
Closed -$1.03M – 671
2021
Q4 		$1.03M Buy
54,086
+2,451
+5% +$54K 0.04% 278
2021
Q3 		$1.27M Sell
51,635
-50,370
-49% -$1.19M 0.06% 256
2021
Q2 		$2.65M Buy
+102,005
New +$2.65M 0.13% 174

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
APM
Avidity Partners Management Dallas, Texas $624M AUM 250.2% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Evergreen Capital Management's IOVA Position: Q1 2022 in Review

Evergreen Capital Management sold out of Iovance Biotherapeutics (IOVA) in Q1 2022, closing a stake of 54,086 shares — an estimated $1.03M sold.

Evergreen Capital Management first reported a position in IOVA in Q2 2021 and held it in 3 quarters. The position peaked at $2.65M in Q2 2021. 250 funds tracked by Wall St. Rank hold IOVA as of Q1 2022.

  • Evergreen Capital Management reported no remaining Iovance Biotherapeutics position as of Q1 2022 after selling out during the quarter.
  • Evergreen Capital Management sold 54,086 Iovance Biotherapeutics shares in Q1 2022, an estimated $1.03M.
  • Evergreen Capital Management first reported a position in Iovance Biotherapeutics in Q2 2021 and held it in 3 quarters.
  • Evergreen Capital Management's Iovance Biotherapeutics position peaked at $2.65M in Q2 2021.
  • 250 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q1 2022.

Based on Evergreen Capital Management's 13F filing for Q1 2022, filed 16 May 2022.