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Fernwood Investment Management’s Iovance Biotherapeutics IOVA Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-400
Closed -$5.93K – 429
2024
Q1 		$5.93K Buy
+400
New +$4.66K ﹤0.01% 623

Other funds holding IOVA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Fernwood Investment Management's IOVA Position: Q2 2024 in Review

Fernwood Investment Management sold out of Iovance Biotherapeutics (IOVA) in Q2 2024, closing a stake of 400 shares — an estimated $5.93K sold.

Fernwood Investment Management first reported a position in IOVA in Q1 2024 and held it in 1 quarter. The position peaked at $5.93K in Q1 2024. 295 funds tracked by Wall St. Rank hold IOVA as of Q2 2024.

  • Fernwood Investment Management reported no remaining Iovance Biotherapeutics position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 400 Iovance Biotherapeutics shares in Q2 2024, an estimated $5.93K.
  • Fernwood Investment Management first reported a position in Iovance Biotherapeutics in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Iovance Biotherapeutics position peaked at $5.93K in Q1 2024.
  • 295 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.