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Worth Asset Management’s Iovance Biotherapeutics IOVA Stock Holding History

Worth Asset Management’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
Q3 		– Sell
-800
Closed -$5.63K – 244
2023
Q2 		$5.63K Buy
800
+300
+60% +$2.15K ﹤0.01% 354
2023
Q1 		$3.06K Hold
500
– – ﹤0.01% 408
2022
Q4 		$3.19K Hold
500
– – ﹤0.01% 394
2022
Q3 		$5K Hold
500
– – ﹤0.01% 347
2022
Q2 		$6K Hold
500
– – ﹤0.01% 394
2022
Q1 		$6K Buy
+500
New +$7.73K ﹤0.01% 384

Other funds holding IOVA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MFM
MHR Fund Management New York $1.92B AUM 119.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Worth Asset Management's IOVA Position: Q3 2023 in Review

Worth Asset Management sold out of Iovance Biotherapeutics (IOVA) in Q3 2023, closing a stake of 800 shares — an estimated $5.63K sold.

Worth Asset Management first reported a position in IOVA in Q1 2022 and held it in 6 quarters. The position peaked at $6K in Q2 2022. 227 funds tracked by Wall St. Rank hold IOVA as of Q3 2023.

  • Worth Asset Management reported no remaining Iovance Biotherapeutics position as of Q3 2023 after selling out during the quarter.
  • Worth Asset Management sold 800 Iovance Biotherapeutics shares in Q3 2023, an estimated $5.63K.
  • Worth Asset Management first reported a position in Iovance Biotherapeutics in Q1 2022 and held it in 6 quarters.
  • Worth Asset Management's Iovance Biotherapeutics position peaked at $6K in Q2 2022.
  • 227 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q3 2023.

Based on Worth Asset Management's 13F filing for Q3 2023, filed 11 Oct 2023.