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Kennedy Capital Management’s Iovance Biotherapeutics IOVA Stock Holding History

Kennedy Capital 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
2023
Q4 		– Sell
-344,042
Closed -$1.57M – 697
2023
Q3 		$1.57M Buy
344,042
+118,133
+52% +$771K 0.04% 503
2023
Q2 		$1.59M Sell
225,909
-182,567
-45% -$1.31M 0.04% 500
2023
Q1 		$2.5M Sell
408,476
-154,659
-27% -$1.07M 0.07% 374
2022
Q4 		$3.6M Sell
563,135
-110,491
-16% -$863K 0.1% 336
2022
Q3 		$6.45M Buy
673,626
+9,178
+1% +$106K 0.19% 185
2022
Q2 		$7.34M Buy
664,448
+230,990
+53% +$3.03M 0.21% 178
2022
Q1 		$7.22M Buy
433,458
+20,758
+5% +$321K 0.17% 218
2021
Q4 		$7.88M Sell
412,700
-11,501
-3% -$253K 0.17% 229
2021
Q3 		$10.5M Buy
424,201
+47,282
+13% +$1.11M 0.23% 136
2021
Q2 		$9.81M Buy
376,919
+339,486
+907% +$8.82M 0.21% 167
2021
Q1 		$1.19M Sell
37,433
-3,759
-9% -$156K 0.02% 541
2020
Q4 		$1.91M Sell
41,192
-397
-1% -$15.8K 0.04% 510
2020
Q3 		$1.37M Sell
41,589
-319
-0.8% -$9.78K 0.04% 521
2020
Q2 		$1.15M Buy
41,908
+280
+0.7% +$9.21K 0.03% 564
2020
Q1 		$1.25M Sell
41,628
-11,037
-21% -$293K 0.05% 529
2019
Q4 		$1.46M Sell
52,665
-461
-0.9% -$10.5K 0.04% 586
2019
Q3 		$967K Sell
53,126
-21,525
-29% -$476K 0.02% 595
2019
Q2 		$1.83M Buy
+74,651
New +$1.12M 0.04% 550

Other funds holding IOVA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return

Kennedy Capital Management's IOVA Position: Q4 2023 in Review

Kennedy Capital Management sold out of Iovance Biotherapeutics (IOVA) in Q4 2023, closing a stake of 344,042 shares — an estimated $1.57M sold.

Kennedy Capital Management first reported a position in IOVA in Q2 2019 and held it in 18 quarters. The position peaked at $10.5M in Q3 2021. 236 funds tracked by Wall St. Rank hold IOVA as of Q4 2023.

  • Kennedy Capital Management reported no remaining Iovance Biotherapeutics position as of Q4 2023 after selling out during the quarter.
  • Kennedy Capital Management sold 344,042 Iovance Biotherapeutics shares in Q4 2023, an estimated $1.57M.
  • Kennedy Capital Management first reported a position in Iovance Biotherapeutics in Q2 2019 and held it in 18 quarters.
  • Kennedy Capital Management's Iovance Biotherapeutics position peaked at $10.5M in Q3 2021.
  • 236 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q4 2023.

Based on Kennedy Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.