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O'Shaughnessy Asset Management’s Iovance Biotherapeutics IOVA Stock Holding History

O'Shaughnessy Asset 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
2021
Q4 		– Sell
-106
Closed -$3K – 1835
2021
Q3 		$3K Hold
106
– – ﹤0.01% 2424
2021
Q2 		$3K Hold
106
– – ﹤0.01% 2247
2021
Q1 		$3K Hold
106
– – ﹤0.01% 2016
2020
Q4 		$5K Hold
106
– – ﹤0.01% 1670
2020
Q3 		$3K Hold
106
– – ﹤0.01% 1573
2020
Q2 		$3K Buy
+106
New +$3.48K ﹤0.01% 1437
2020
Q1 		– Sell
-106
Closed -$3K – 1527
2019
Q4 		$3K Buy
+106
New +$2.41K ﹤0.01% 1583

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

O'Shaughnessy Asset Management's IOVA Position: Q4 2021 in Review

O'Shaughnessy Asset Management sold out of Iovance Biotherapeutics (IOVA) in Q4 2021, closing a stake of 106 shares — an estimated $3K sold.

O'Shaughnessy Asset Management first reported a position in IOVA in Q4 2019 and held it in 7 quarters. The position peaked at $5K in Q4 2020. 246 funds tracked by Wall St. Rank hold IOVA as of Q4 2021.

  • O'Shaughnessy Asset Management reported no remaining Iovance Biotherapeutics position as of Q4 2021 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 106 Iovance Biotherapeutics shares in Q4 2021, an estimated $3K.
  • O'Shaughnessy Asset Management first reported a position in Iovance Biotherapeutics in Q4 2019 and held it in 7 quarters.
  • O'Shaughnessy Asset Management's Iovance Biotherapeutics position peaked at $5K in Q4 2020.
  • 246 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q4 2021.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.