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Morton Brown Family Wealth’s Iovance Biotherapeutics IOVA Stock Holding History

Morton Brown Family Wealth’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
2025
Q1 		– Sell
-49
Closed -$363 – 338
2024
Q4 		$363 Hold
49
– – ﹤0.01% 265
2024
Q3 		$460 Buy
+49
New +$464 ﹤0.01% 252

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 $1.37B AUM 68.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Morton Brown Family Wealth's IOVA Position: Q1 2025 in Review

Morton Brown Family Wealth sold out of Iovance Biotherapeutics (IOVA) in Q1 2025, closing a stake of 49 shares — an estimated $363 sold.

Morton Brown Family Wealth first reported a position in IOVA in Q3 2024 and held it in 2 quarters. The position peaked at $460 in Q3 2024. 301 funds tracked by Wall St. Rank hold IOVA as of Q1 2025.

  • Morton Brown Family Wealth reported no remaining Iovance Biotherapeutics position as of Q1 2025 after selling out during the quarter.
  • Morton Brown Family Wealth sold 49 Iovance Biotherapeutics shares in Q1 2025, an estimated $363.
  • Morton Brown Family Wealth first reported a position in Iovance Biotherapeutics in Q3 2024 and held it in 2 quarters.
  • Morton Brown Family Wealth's Iovance Biotherapeutics position peaked at $460 in Q3 2024.
  • 301 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q1 2025.

Based on Morton Brown Family Wealth's 13F filing for Q1 2025, filed 25 Apr 2025.