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J.W. Cole Advisors’s Iovance Biotherapeutics IOVA Stock Holding History

J.W. Cole 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
Q2 		– Sell
-10,577
Closed -$157K – 919
2024
Q1 		$157K Sell
10,577
-51,715
-83% -$602K 0.01% 845
2023
Q4 		$506K Buy
+62,292
New +$326K 0.03% 485

Other funds holding IOVA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
MFM
MHR Fund Management New York $1.37B AUM 68.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

J.W. Cole Advisors's IOVA Position: Q2 2024 in Review

J.W. Cole Advisors sold out of Iovance Biotherapeutics (IOVA) in Q2 2024, closing a stake of 10,577 shares — an estimated $157K sold.

J.W. Cole Advisors first reported a position in IOVA in Q4 2023 and held it in 2 quarters. The position peaked at $506K in Q4 2023. 295 funds tracked by Wall St. Rank hold IOVA as of Q2 2024.

  • J.W. Cole Advisors reported no remaining Iovance Biotherapeutics position as of Q2 2024 after selling out during the quarter.
  • J.W. Cole Advisors sold 10,577 Iovance Biotherapeutics shares in Q2 2024, an estimated $157K.
  • J.W. Cole Advisors first reported a position in Iovance Biotherapeutics in Q4 2023 and held it in 2 quarters.
  • J.W. Cole Advisors's Iovance Biotherapeutics position peaked at $506K in Q4 2023.
  • 295 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q2 2024.

Based on J.W. Cole Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.