Foundations Investment Advisors’s Iovance Biotherapeutics IOVA Stock Holding History

Foundations 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
2023 Q3	–	Sell	-15,041	Closed	-$106K	–	657
2023 Q2	$106K	Sell	15,041 -568	-4%	-$4.07K	﹤0.01%	560
2023 Q1	$95.4K	Sell	15,609 -528	-3%	-$3.64K	﹤0.01%	503
2022 Q4	$103K	Sell	16,137 -2,257	-12%	-$17.6K	﹤0.01%	433
2022 Q3	$176K	Sell	18,394 -1,274	-6%	-$14.7K	0.01%	380
2022 Q2	$236K	Sell	19,668 -98	-0.5%	-$1.28K	0.01%	342
2022 Q1	$348K	Hold	19,766	–	–	0.01%	252
2021 Q4	$296K	Sell	19,766 -130	-0.7%	-$2.86K	0.01%	275
2021 Q3	$520K	Buy	19,896 +3,502	+21%	+$82.5K	0.02%	174
2021 Q2	$437K	Buy	+16,394	New	+$426K	0.02%	178

Other funds holding IOVA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MFM

MHR Fund Management New York $1.92B AUM 119.57% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Foundations Investment Advisors's IOVA Position: Q3 2023 in Review

Foundations Investment Advisors sold out of Iovance Biotherapeutics (IOVA) in Q3 2023, closing a stake of 15,041 shares — an estimated $106K sold.

Foundations Investment Advisors first reported a position in IOVA in Q2 2021 and held it in 9 quarters. The position peaked at $520K in Q3 2021. 227 funds tracked by Wall St. Rank hold IOVA as of Q3 2023.

Foundations Investment Advisors reported no remaining Iovance Biotherapeutics position as of Q3 2023 after selling out during the quarter.
Foundations Investment Advisors sold 15,041 Iovance Biotherapeutics shares in Q3 2023, an estimated $106K.
Foundations Investment Advisors first reported a position in Iovance Biotherapeutics in Q2 2021 and held it in 9 quarters.
Foundations Investment Advisors's Iovance Biotherapeutics position peaked at $520K in Q3 2021.
227 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q3 2023.

Based on Foundations Investment Advisors's 13F filing for Q3 2023, filed 5 Oct 2023.