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Phoenix Wealth Advisors’s Iovance Biotherapeutics IOVA Stock Holding History

Phoenix Wealth Advisors’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
-196
Closed -$5K – 233
2021
Q3 		$5K Hold
196
– – ﹤0.01% 334
2021
Q2 		$5K Sell
196
-14,751
-99% -$383K ﹤0.01% 326
2021
Q1 		$482K Buy
14,947
+2,914
+24% +$121K 0.37% 56
2020
Q4 		$558K Buy
+12,033
New +$478K 0.42% 53

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

Phoenix Wealth Advisors's IOVA Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Iovance Biotherapeutics (IOVA) in Q4 2021, closing a stake of 196 shares — an estimated $5K sold.

Phoenix Wealth Advisors first reported a position in IOVA in Q4 2020 and held it in 4 quarters. The position peaked at $558K in Q4 2020. 246 funds tracked by Wall St. Rank hold IOVA as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Iovance Biotherapeutics position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 196 Iovance Biotherapeutics shares in Q4 2021, an estimated $5K.
  • Phoenix Wealth Advisors first reported a position in Iovance Biotherapeutics in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's Iovance Biotherapeutics position peaked at $558K in Q4 2020.
  • 246 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.