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Wealth Alliance’s Iovance Biotherapeutics IOVA Stock Holding History

Wealth Alliance’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
Q1 		– Sell
-4,400
Closed -$204K – 397
2020
Q4 		$204K Sell
4,400
-2,000
-31% -$79.4K 0.06% 363
2020
Q3 		$211K Sell
6,400
-2,000
-24% -$61.3K 0.08% 301
2020
Q2 		$231K Buy
+8,400
New +$276K 0.09% 264

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
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wealth Alliance's IOVA Position: Q1 2021 in Review

Wealth Alliance sold out of Iovance Biotherapeutics (IOVA) in Q1 2021, closing a stake of 4,400 shares — an estimated $204K sold.

Wealth Alliance first reported a position in IOVA in Q2 2020 and held it in 3 quarters. The position peaked at $231K in Q2 2020. 252 funds tracked by Wall St. Rank hold IOVA as of Q1 2021.

  • Wealth Alliance reported no remaining Iovance Biotherapeutics position as of Q1 2021 after selling out during the quarter.
  • Wealth Alliance sold 4,400 Iovance Biotherapeutics shares in Q1 2021, an estimated $204K.
  • Wealth Alliance first reported a position in Iovance Biotherapeutics in Q2 2020 and held it in 3 quarters.
  • Wealth Alliance's Iovance Biotherapeutics position peaked at $231K in Q2 2020.
  • 252 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q1 2021.

Based on Wealth Alliance's 13F filing for Q1 2021, filed 18 May 2021.