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Pathstone Family Office’s Iovance Biotherapeutics IOVA Stock Holding History

Pathstone Family Office’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
2023
Q3 		$47.9K Buy
+10,519
New +$68.7K ﹤0.01% 1627
2019
Q1 		– Sell
-335
Closed -$3K – 921
2018
Q4 		$3K Hold
335
– – ﹤0.01% 423
2018
Q3 		$4K Buy
335
+200
+148% +$2.84K ﹤0.01% 191
2018
Q2 		$2K Sell
135
-200
-60% -$2.92K ﹤0.01% 146
2018
Q1 		$5K Hold
335
– – ﹤0.01% 285
2017
Q4 		$3K Hold
335
– – ﹤0.01% 122
2017
Q3 		$3K Buy
+335
New +$2.12K ﹤0.01% 159

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State Street
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PA
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Millennium Management
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Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return