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SteelPeak Wealth’s Iovance Biotherapeutics IOVA Stock Holding History

SteelPeak Wealth’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
2022
Q1 		– Sell
-26,952
Closed -$515K – 449
2021
Q4 		$515K Buy
26,952
+15,455
+134% +$340K 0.03% 251
2021
Q3 		$284K Buy
+11,497
New +$271K 0.02% 340
2021
Q2 		– Sell
-10,068
Closed -$319K – 450
2021
Q1 		$319K Buy
+10,068
New +$417K 0.03% 293

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PA
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ACA
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BlackRock
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
O
OrbiMed New York $4.59B AUM 125.28% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return