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Kalos Management’s Iovance Biotherapeutics IOVA Stock Holding History

Kalos 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
2021
Q3 		– Sell
-8,450
Closed -$212K – 303
2021
Q2 		$212K Hold
8,450
– – 0.09% 234
2021
Q1 		$246K Buy
8,450
+300
+4% +$12.4K 0.08% 249
2020
Q4 		$378K Hold
8,150
– – 0.16% 161
2020
Q3 		$254K Hold
8,150
– – 0.11% 187
2020
Q2 		$223K Hold
8,150
– – 0.09% 182
2020
Q1 		$243K Hold
8,150
– – 0.11% 162
2019
Q4 		$221K Buy
+8,150
New +$185K 0.08% 180
2019
Q1 		– Sell
-10,150
Closed -$93K – 157
2018
Q4 		$93K Buy
+10,150
New +$97.9K 0.05% 184

Other funds holding IOVA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Kalos Management's IOVA Position: Q3 2021 in Review

Kalos Management sold out of Iovance Biotherapeutics (IOVA) in Q3 2021, closing a stake of 8,450 shares — an estimated $212K sold.

Kalos Management first reported a position in IOVA in Q4 2018 and held it in 8 quarters. The position peaked at $378K in Q4 2020. 243 funds tracked by Wall St. Rank hold IOVA as of Q3 2021.

  • Kalos Management reported no remaining Iovance Biotherapeutics position as of Q3 2021 after selling out during the quarter.
  • Kalos Management sold 8,450 Iovance Biotherapeutics shares in Q3 2021, an estimated $212K.
  • Kalos Management first reported a position in Iovance Biotherapeutics in Q4 2018 and held it in 8 quarters.
  • Kalos Management's Iovance Biotherapeutics position peaked at $378K in Q4 2020.
  • 243 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q3 2021.

Based on Kalos Management's 13F filing for Q3 2021, filed 10 Nov 2021.