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Pinnacle Wealth Planning Services’s Iovance Biotherapeutics IOVA Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		– Sell
-37
Closed -$2K – 1124
2020
Q4 		$2K Buy
+37
New +$1.47K ﹤0.01% 1938

Other funds holding IOVA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Pinnacle Wealth Planning Services's IOVA Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Iovance Biotherapeutics (IOVA) in Q1 2021, closing a stake of 37 shares — an estimated $2K sold.

Pinnacle Wealth Planning Services first reported a position in IOVA in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 251 funds tracked by Wall St. Rank hold IOVA as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Iovance Biotherapeutics position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 37 Iovance Biotherapeutics shares in Q1 2021, an estimated $2K.
  • Pinnacle Wealth Planning Services first reported a position in Iovance Biotherapeutics in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Iovance Biotherapeutics position peaked at $2K in Q4 2020.
  • 251 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.