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Orion Portfolio Solutions’s Iovance Biotherapeutics IOVA Stock Holding History

Orion Portfolio Solutions’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
2024
Q2 		– Sell
-10,250
Closed -$152K – 1755
2024
Q1 		$152K Buy
+10,250
New +$119K ﹤0.01% 1635
2020
Q1 		– Sell
-4
Closed – – 2085
2019
Q4 		$0 Buy
+4
New +$91 ﹤0.01% 1867

Other funds holding IOVA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 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 $3.38T AUM 44.17% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Orion Portfolio Solutions's IOVA Position: Q2 2024 in Review

Orion Portfolio Solutions sold out of Iovance Biotherapeutics (IOVA) in Q2 2024, closing a stake of 10,250 shares — an estimated $152K sold.

Orion Portfolio Solutions first reported a position in IOVA in Q4 2019 and held it in 2 quarters. The position peaked at $152K in Q1 2024. 295 funds tracked by Wall St. Rank hold IOVA as of Q2 2024.

  • Orion Portfolio Solutions reported no remaining Iovance Biotherapeutics position as of Q2 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 10,250 Iovance Biotherapeutics shares in Q2 2024, an estimated $152K.
  • Orion Portfolio Solutions first reported a position in Iovance Biotherapeutics in Q4 2019 and held it in 2 quarters.
  • Orion Portfolio Solutions's Iovance Biotherapeutics position peaked at $152K in Q1 2024.
  • 295 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q2 2024.

Based on Orion Portfolio Solutions's 13F filing for Q2 2024, filed 13 Aug 2024.