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Sowell Financial Services’s Iovance Biotherapeutics IOVA Stock Holding History

Sowell Financial 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
Q2 		– Sell
-595
Closed -$17K – 1590
2021
Q1 		$17K Hold
595
– – ﹤0.01% 2116
2020
Q4 		$28K Buy
595
+30
+5% +$1.19K ﹤0.01% 1603
2020
Q3 		$19K Buy
565
+180
+47% +$5.52K ﹤0.01% 1582
2020
Q2 		$11K Buy
+385
New +$12.7K ﹤0.01% 1658

Other funds holding IOVA

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
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
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return

Sowell Financial Services's IOVA Position: Q2 2021 in Review

Sowell Financial Services sold out of Iovance Biotherapeutics (IOVA) in Q2 2021, closing a stake of 595 shares — an estimated $17K sold.

Sowell Financial Services first reported a position in IOVA in Q2 2020 and held it in 4 quarters. The position peaked at $28K in Q4 2020. 234 funds tracked by Wall St. Rank hold IOVA as of Q2 2021.

  • Sowell Financial Services reported no remaining Iovance Biotherapeutics position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 595 Iovance Biotherapeutics shares in Q2 2021, an estimated $17K.
  • Sowell Financial Services first reported a position in Iovance Biotherapeutics in Q2 2020 and held it in 4 quarters.
  • Sowell Financial Services's Iovance Biotherapeutics position peaked at $28K in Q4 2020.
  • 234 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.