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IBEX Wealth Advisors’s Iovance Biotherapeutics IOVA Stock Holding History

IBEX Wealth 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
2024
Q3 		– Sell
-500
Closed -$4.01K – 170
2024
Q2 		$4.01K Buy
+500
New +$5.36K ﹤0.01% 262

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
MFM
MHR Fund Management New York $1.92B AUM 119.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

IBEX Wealth Advisors's IOVA Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Iovance Biotherapeutics (IOVA) in Q3 2024, closing a stake of 500 shares — an estimated $4.01K sold.

IBEX Wealth Advisors first reported a position in IOVA in Q2 2024 and held it in 1 quarter. The position peaked at $4.01K in Q2 2024. 286 funds tracked by Wall St. Rank hold IOVA as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining Iovance Biotherapeutics position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 500 Iovance Biotherapeutics shares in Q3 2024, an estimated $4.01K.
  • IBEX Wealth Advisors first reported a position in Iovance Biotherapeutics in Q2 2024 and held it in 1 quarter.
  • IBEX Wealth Advisors's Iovance Biotherapeutics position peaked at $4.01K in Q2 2024.
  • 286 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.