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ORG Wealth Partners’s Iovance Biotherapeutics IOVA Stock Holding History

ORG Wealth Partners’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
-9,432
Closed -$69.8K – 787
2024
Q4 		$69.8K Hold
9,432
– – 0.02% 224
2024
Q3 		$88.6K Buy
+9,432
New +$89.4K 0.03% 198

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
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

ORG Wealth Partners's IOVA Position: Q1 2025 in Review

ORG Wealth Partners sold out of Iovance Biotherapeutics (IOVA) in Q1 2025, closing a stake of 9,432 shares — an estimated $69.8K sold.

ORG Wealth Partners first reported a position in IOVA in Q3 2024 and held it in 2 quarters. The position peaked at $88.6K in Q3 2024. 302 funds tracked by Wall St. Rank hold IOVA as of Q1 2025.

  • ORG Wealth Partners reported no remaining Iovance Biotherapeutics position as of Q1 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 9,432 Iovance Biotherapeutics shares in Q1 2025, an estimated $69.8K.
  • ORG Wealth Partners first reported a position in Iovance Biotherapeutics in Q3 2024 and held it in 2 quarters.
  • ORG Wealth Partners's Iovance Biotherapeutics position peaked at $88.6K in Q3 2024.
  • 302 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q1 2025.

Based on ORG Wealth Partners's 13F filing for Q1 2025, filed 21 Apr 2025.