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Valeo Financial Advisors’s Iovance Biotherapeutics IOVA Stock Holding History

Valeo Financial 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
2020
Q3 		– Sell
-175
Closed -$5K – 1857
2020
Q2 		$5K Hold
175
– – ﹤0.01% 1524
2020
Q1 		$5K Buy
+175
New +$4.64K ﹤0.01% 1303

Other funds holding IOVA

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
GPP
Great Point Partners Greenwich, Connecticut $529M AUM 337.4% 1-Year Est. Return

Valeo Financial Advisors's IOVA Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Iovance Biotherapeutics (IOVA) in Q3 2020, closing a stake of 175 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in IOVA in Q1 2020 and held it in 2 quarters. The position peaked at $5K in Q2 2020. 252 funds tracked by Wall St. Rank hold IOVA as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Iovance Biotherapeutics position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 175 Iovance Biotherapeutics shares in Q3 2020, an estimated $5K.
  • Valeo Financial Advisors first reported a position in Iovance Biotherapeutics in Q1 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's Iovance Biotherapeutics position peaked at $5K in Q2 2020.
  • 252 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.