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Integrated Wealth Management (Palm Desert)’s Iovance Biotherapeutics IOVA Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q4 		– Sell
-3,725
Closed -$31K – 618
2016
Q3 		$31K Buy
+3,725
New +$31.5K 0.01% 508

Other funds holding IOVA

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACP
Acuta Capital Partners Redwood City, California $143M AUM 773.18% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BC
Broadfin Capital New York $747M AUM 100.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s IOVA Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Iovance Biotherapeutics (IOVA) in Q4 2016, closing a stake of 3,725 shares — an estimated $31K sold.

Integrated Wealth Management (Palm Desert) first reported a position in IOVA in Q3 2016 and held it in 1 quarter. The position peaked at $31K in Q3 2016. 87 funds tracked by Wall St. Rank hold IOVA as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Iovance Biotherapeutics position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 3,725 Iovance Biotherapeutics shares in Q4 2016, an estimated $31K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Iovance Biotherapeutics in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Iovance Biotherapeutics position peaked at $31K in Q3 2016.
  • 87 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.