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Next Financial Group’s Iovance Biotherapeutics IOVA Stock Holding History

Next Financial Group’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
Q4 		$8K Sell
420
-19
-4% -$418 ﹤0.01% 2265
2021
Q3 		$10K Buy
439
+19
+5% +$448 ﹤0.01% 2022
2021
Q2 		$11K Hold
420
– – ﹤0.01% 1956
2021
Q1 		$13K Hold
420
– – ﹤0.01% 1800
2020
Q4 		$19K Hold
420
– – ﹤0.01% 1554
2020
Q3 		$14K Buy
+420
New +$12.9K ﹤0.01% 1523
2018
Q4 		– Sell
-700
Closed -$8K – 2018
2018
Q3 		$8K Buy
+700
New +$9.94K ﹤0.01% 1047

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Next Financial Group's IOVA Position: Q4 2021 in Review

Next Financial Group reduced its Iovance Biotherapeutics (IOVA) stake by 4.3% in Q4 2021, selling an estimated $418 and leaving 420 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #2265.

Next Financial Group first reported a position in IOVA in Q3 2018 and has held it in 7 quarters since. The position peaked at $19K in Q4 2020. 246 funds tracked by Wall St. Rank hold IOVA as of Q4 2021.

  • Next Financial Group held 420 shares of Iovance Biotherapeutics worth $8K as of Q4 2021.
  • Next Financial Group sold 19 Iovance Biotherapeutics shares in Q4 2021, an estimated $418.
  • Iovance Biotherapeutics made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2265 holding.
  • Next Financial Group first reported a position in Iovance Biotherapeutics in Q3 2018 and has held it in 7 quarters since.
  • Next Financial Group's Iovance Biotherapeutics position peaked at $19K in Q4 2020.
  • 246 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.