Glassman Wealth Services’s Iovance Biotherapeutics IOVA Stock Holding History

Glassman Wealth Services’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 Q1	–	Sell	-117	Closed	-$951	–	979
2023 Q4	$951	Buy	+117	New	+$612	﹤0.01%	1563
2022 Q3	–	Sell	-560	Closed	-$6K	–	1821
2022 Q2	$6K	Buy	560 +294	+111%	+$3.85K	﹤0.01%	951
2022 Q1	$4K	Buy	+266	New	+$4.11K	﹤0.01%	1058
2021 Q4	–	Sell	-480	Closed	-$12K	–	1762
2021 Q3	$12K	Buy	+480	New	+$11.3K	﹤0.01%	723
2021 Q2	–	Sell	-267	Closed	-$8K	–	1553
2021 Q1	$8K	Buy	267 +17	+7%	+$705	﹤0.01%	768
2020 Q4	$12K	Buy	+250	New	+$9.93K	﹤0.01%	672
2020 Q1	–	Sell	-3	Closed	–	–	1332
2019 Q4	$0	Hold	3	–	–	﹤0.01%	1319
2019 Q3	$0	Buy	+3	New	+$66	﹤0.01%	1204

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Glassman Wealth Services's IOVA Position: Q1 2024 in Review

Glassman Wealth Services sold out of Iovance Biotherapeutics (IOVA) in Q1 2024, closing a stake of 117 shares — an estimated $951 sold.

Glassman Wealth Services first reported a position in IOVA in Q3 2019 and held it in 8 quarters. The position peaked at $12K in Q3 2021. 273 funds tracked by Wall St. Rank hold IOVA as of Q1 2024.

Glassman Wealth Services reported no remaining Iovance Biotherapeutics position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 117 Iovance Biotherapeutics shares in Q1 2024, an estimated $951.
Glassman Wealth Services first reported a position in Iovance Biotherapeutics in Q3 2019 and held it in 8 quarters.
Glassman Wealth Services's Iovance Biotherapeutics position peaked at $12K in Q3 2021.
273 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.