HNWAG
IOVA icon

High Net Worth Advisory Group’s Iovance Biotherapeutics IOVA Stock Holding History

High Net Worth Advisory Group’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
Q4 		– Sell
-1,000
Closed -$10K – 656
2022
Q3 		$10K Buy
+1,000
New +$11.5K ﹤0.01% 537

Other funds holding IOVA

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MFM
MHR Fund Management New York $1.92B AUM 119.57% 1-Year Est. Return
PA
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

High Net Worth Advisory Group's IOVA Position: Q4 2022 in Review

High Net Worth Advisory Group sold out of Iovance Biotherapeutics (IOVA) in Q4 2022, closing a stake of 1,000 shares — an estimated $10K sold.

High Net Worth Advisory Group first reported a position in IOVA in Q3 2022 and held it in 1 quarter. The position peaked at $10K in Q3 2022. 218 funds tracked by Wall St. Rank hold IOVA as of Q4 2022.

  • High Net Worth Advisory Group reported no remaining Iovance Biotherapeutics position as of Q4 2022 after selling out during the quarter.
  • High Net Worth Advisory Group sold 1,000 Iovance Biotherapeutics shares in Q4 2022, an estimated $10K.
  • High Net Worth Advisory Group first reported a position in Iovance Biotherapeutics in Q3 2022 and held it in 1 quarter.
  • High Net Worth Advisory Group's Iovance Biotherapeutics position peaked at $10K in Q3 2022.
  • 218 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q4 2022.

Based on High Net Worth Advisory Group's 13F filing for Q4 2022, filed 14 Feb 2023.