Institutional & Family Asset Management’s Iovance Biotherapeutics IOVA Stock Holding History

Institutional & Family Asset Management’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 Q2	$577	Buy	+72	New	+$772	﹤0.01%	693
2020 Q4	–	Sell	-42	Closed	-$1K	–	896
2020 Q3	$1K	Hold	42	–	–	﹤0.01%	792
2020 Q2	$1K	Sell	42 -13	-24%	-$427	﹤0.01%	782
2020 Q1	$2K	Buy	+55	New	+$1.46K	﹤0.01%	654

Other funds holding IOVA

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

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

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

ACA

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

SCM

Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return

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

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

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Institutional & Family Asset Management's IOVA Position: Q2 2024 in Review

Institutional & Family Asset Management opened a new position in Iovance Biotherapeutics (IOVA) in Q2 2024: 72 shares worth $577. The stake represents ﹤0.01% of the portfolio and ranks #693 among its holdings. This is a return to the name: Institutional & Family Asset Management previously reported a position in IOVA as recently as Q3 2020.

Institutional & Family Asset Management first reported a position in IOVA in Q1 2020 and has held it in 4 quarters since. The position peaked at $2K in Q1 2020. 295 funds tracked by Wall St. Rank hold IOVA as of Q2 2024.

Institutional & Family Asset Management held 72 shares of Iovance Biotherapeutics worth $577 as of Q2 2024.
Iovance Biotherapeutics was a new Institutional & Family Asset Management position in Q2 2024.
Iovance Biotherapeutics made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #693 holding.
Institutional & Family Asset Management first reported a position in Iovance Biotherapeutics in Q1 2020 and has held it in 4 quarters since.
Institutional & Family Asset Management's Iovance Biotherapeutics position peaked at $2K in Q1 2020.
295 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.