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Herold Advisors’s Iovance Biotherapeutics IOVA Stock Holding History

Herold 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
2022
Q2 		– Sell
-2,000
Closed -$33.3K – 407
2022
Q1 		$33.3K Buy
+2,000
New +$30.9K 0.01% 439
2021
Q4 		– Sell
-2,000
Closed -$49K – 395
2021
Q3 		$49K Buy
+2,000
New +$47.1K 0.02% 380

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Herold Advisors's IOVA Position: Q2 2022 in Review

Herold Advisors sold out of Iovance Biotherapeutics (IOVA) in Q2 2022, closing a stake of 2,000 shares — an estimated $33.3K sold.

Herold Advisors first reported a position in IOVA in Q3 2021 and held it in 2 quarters. The position peaked at $49K in Q3 2021. 237 funds tracked by Wall St. Rank hold IOVA as of Q2 2022.

  • Herold Advisors reported no remaining Iovance Biotherapeutics position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 2,000 Iovance Biotherapeutics shares in Q2 2022, an estimated $33.3K.
  • Herold Advisors first reported a position in Iovance Biotherapeutics in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's Iovance Biotherapeutics position peaked at $49K in Q3 2021.
  • 237 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.