Retirement Group’s Iovance Biotherapeutics IOVA Stock Holding History

Retirement Group’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
2024 Q1	$22.2K	Buy	1,500 +500	+50%	+$5.82K	0.01%	352
2023 Q4	$8.13K	Buy	+1,000	New	+$5.23K	﹤0.01%	476
2023 Q3	–	Sell	-1,000	Closed	-$7.04K	–	803
2023 Q2	$7.04K	Buy	+1,000	New	+$7.16K	﹤0.01%	458
2022 Q4	–	Sell	-250	Closed	-$2K	–	679
2022 Q3	$2K	Hold	250	–	–	﹤0.01%	401
2022 Q2	$3K	Sell	250 -4,100	-94%	-$53.7K	﹤0.01%	590
2022 Q1	$72K	Buy	4,350 +2,000	+85%	+$30.9K	0.03%	199
2021 Q4	$45K	Sell	2,350 -2,000	-46%	-$44K	0.02%	237
2021 Q3	$107K	Buy	4,350 +100	+2%	+$2.36K	0.05%	159
2021 Q2	$111K	Buy	4,250 +250	+6%	+$6.5K	0.05%	154
2021 Q1	$127K	Hold	4,000	–	–	0.06%	162
2020 Q4	$185K	Sell	4,000 -50	-1%	-$1.99K	0.09%	130
2020 Q3	$133K	Hold	4,050	–	–	0.07%	156
2020 Q2	$111K	Buy	+4,050	New	+$133K	0.07%	156
2019 Q4	$112K	Buy	+4,050	New	+$92.1K	0.07%	157

Other funds holding IOVA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MFM

MHR Fund Management New York $1.37B AUM 68.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Retirement Group's IOVA Position: Q1 2024 in Review

Retirement Group increased its Iovance Biotherapeutics (IOVA) stake by 50% in Q1 2024, buying an estimated $5.82K and bringing the position to 1,500 shares worth $22.2K. The position accounts for 0.01% of the portfolio, ranked #352.

Retirement Group first reported a position in IOVA in Q4 2019 and has held it in 14 quarters since. The position peaked at $185K in Q4 2020. 273 funds tracked by Wall St. Rank hold IOVA as of Q1 2024.

Retirement Group held 1,500 shares of Iovance Biotherapeutics worth $22.2K as of Q1 2024.
Retirement Group bought 500 Iovance Biotherapeutics shares in Q1 2024, an estimated $5.82K.
Iovance Biotherapeutics made up 0.01% of Retirement Group's portfolio in Q1 2024, its #352 holding.
Retirement Group first reported a position in Iovance Biotherapeutics in Q4 2019 and has held it in 14 quarters since.
Retirement Group's Iovance Biotherapeutics position peaked at $185K in Q4 2020.
273 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.