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Regent Peak Wealth Advisors’s Iovance Biotherapeutics IOVA Stock Holding History

Regent Peak 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
Q1 		– Sell
-58
Closed -$3K – 546
2020
Q4 		$3K Buy
+58
New +$2.3K ﹤0.01% 746

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

Regent Peak Wealth Advisors's IOVA Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Iovance Biotherapeutics (IOVA) in Q1 2021, closing a stake of 58 shares — an estimated $3K sold.

Regent Peak Wealth Advisors first reported a position in IOVA in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 251 funds tracked by Wall St. Rank hold IOVA as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Iovance Biotherapeutics position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 58 Iovance Biotherapeutics shares in Q1 2021, an estimated $3K.
  • Regent Peak Wealth Advisors first reported a position in Iovance Biotherapeutics in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Iovance Biotherapeutics position peaked at $3K in Q4 2020.
  • 251 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.