AG
ADVM

Advisor Group’s Adverum Biotechnologies ADVM Stock Holding History

Advisor Group’s Portfolio ADVM Stock Details ADVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$28K Buy
240
+40
+20% +$3.53K ﹤0.01% 3760
2019
Q3 		$11K Hold
200
– – ﹤0.01% 4269
2019
Q2 		$24K Hold
200
– – ﹤0.01% 3855
2019
Q1 		$10K Hold
200
– – ﹤0.01% 4363
2018
Q4 		$6K Hold
200
– – ﹤0.01% 4416
2018
Q3 		$12K Hold
200
– – ﹤0.01% 4168
2018
Q2 		$11K Hold
200
– – ﹤0.01% 4028
2018
Q1 		$12K Hold
200
– – ﹤0.01% 3961
2017
Q4 		$7K Hold
200
– – ﹤0.01% 4255
2017
Q3 		$7K Hold
200
– – ﹤0.01% 4114
2017
Q2 		$5K Buy
200
+150
+300% +$4.1K ﹤0.01% 4208
2017
Q1 		$1K Buy
+50
New +$1.42K ﹤0.01% 4491

Other funds holding ADVM

RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
KL
Kam Lawrence $97.4M AUM
SFI
Sonic Fund II Honolulu, Hawaii $147M AUM 19.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisor Group's ADVM Position: Q4 2019 in Review

Advisor Group increased its Adverum Biotechnologies (ADVM) stake by 20% in Q4 2019, buying an estimated $3.53K and bringing the position to 240 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #3760.

Advisor Group first reported a position in ADVM in Q1 2017 and has held it in 12 quarters since. 116 funds tracked by Wall St. Rank hold ADVM as of Q4 2019.

  • Advisor Group held 240 shares of Adverum Biotechnologies worth $28K as of Q4 2019.
  • Advisor Group bought 40 Adverum Biotechnologies shares in Q4 2019, an estimated $3.53K.
  • Adverum Biotechnologies made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3760 holding.
  • Advisor Group first reported a position in Adverum Biotechnologies in Q1 2017 and has held it in 12 quarters since.
  • 116 funds tracked by Wall St. Rank held Adverum Biotechnologies as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.