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TCI Wealth Advisors’s Iovance Biotherapeutics IOVA Stock Holding History

TCI 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
2023
Q2 		– Sell
-555
Closed -$3.39K – 1178
2023
Q1 		$3.39K Buy
+555
New +$3.83K ﹤0.01% 1781
2022
Q4 		– Sell
-466
Closed -$4K – 2581
2022
Q3 		$4K Hold
466
– – ﹤0.01% 1617
2022
Q2 		$5K Buy
466
+428
+1,126% +$5.61K ﹤0.01% 1492
2022
Q1 		$1K Buy
+38
New +$588 ﹤0.01% 2110
2021
Q3 		– Sell
-17
Closed – – 2474
2021
Q2 		$0 Hold
17
– – ﹤0.01% 2381
2021
Q1 		$1K Sell
17
-1
-6% -$41 ﹤0.01% 2080
2020
Q4 		$1K Hold
18
– – ﹤0.01% 1397
2020
Q3 		$1K Hold
18
– – ﹤0.01% 1345
2020
Q2 		$0 Buy
+18
New +$592 ﹤0.01% 1553

Other funds holding IOVA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MFM
MHR Fund Management New York $1.92B AUM 119.57% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

TCI Wealth Advisors's IOVA Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Iovance Biotherapeutics (IOVA) in Q2 2023, closing a stake of 555 shares — an estimated $3.39K sold.

TCI Wealth Advisors first reported a position in IOVA in Q2 2020 and held it in 9 quarters. The position peaked at $5K in Q2 2022. 219 funds tracked by Wall St. Rank hold IOVA as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Iovance Biotherapeutics position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 555 Iovance Biotherapeutics shares in Q2 2023, an estimated $3.39K.
  • TCI Wealth Advisors first reported a position in Iovance Biotherapeutics in Q2 2020 and held it in 9 quarters.
  • TCI Wealth Advisors's Iovance Biotherapeutics position peaked at $5K in Q2 2022.
  • 219 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.