Allworth Financial’s Adverum Biotechnologies ADVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-102
| Closed | -$463 | – | 5005 |
|
|
2025
Q3 | $463 | Hold |
102
| – | – | ﹤0.01% | 4452 |
|
|
2025
Q2 | $220 | Hold |
102
| – | – | ﹤0.01% | 4305 |
|
|
2025
Q1 | $303 | Hold |
102
| – | – | ﹤0.01% | 3790 |
|
|
2024
Q4 | $456 | Buy |
102
+100
| +5,000% | +$673 | ﹤0.01% | 3624 |
|
|
2024
Q3 | $15 | Hold |
2
| – | – | ﹤0.01% | 3710 |
|
|
2024
Q2 | $17 | Hold |
2
| – | – | ﹤0.01% | 3651 |
|
|
2024
Q1 | $29 | Hold |
2
| – | – | ﹤0.01% | 3548 |
|
|
2023
Q4 | $16 | Hold |
2
| – | – | ﹤0.01% | 3401 |
|
|
2023
Q3 | $30 | Hold |
2
| – | – | ﹤0.01% | 3383 |
|
|
2023
Q2 | $32 | Hold |
2
| – | – | ﹤0.01% | 3206 |
|
|
2023
Q1 | $15 | Hold |
2
| – | – | ﹤0.01% | 3148 |
|
|
2022
Q4 | $12 | Hold |
2
| – | – | ﹤0.01% | 2964 |
|
|
2022
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 2617 |
|
|
2022
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 2346 |
|
|
2022
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 2078 |
|
|
2021
Q4 | $0 | Buy |
+2
| New | +$40 | ﹤0.01% | 1903 |
|
|
2016
Q1 | – | Sell |
-250
| Closed | -$24K | – | 608 |
|
|
2015
Q4 | $24K | Sell |
250
-1,533
| -86% | -$135K | ﹤0.01% | 279 |
|
|
2015
Q3 | $147K | Hold |
1,783
| – | – | 0.05% | 99 |
|
|
2015
Q2 | $290K | Hold |
1,783
| – | – | 0.1% | 73 |
|
|
2015
Q1 | $723K | Buy |
+1,783
| New | +$754K | 0.27% | 38 |
|
Allworth Financial's ADVM Position: Q4 2025 in Review
Allworth Financial sold out of Adverum Biotechnologies (ADVM) in Q4 2025, closing a stake of 102 shares — an estimated $463 sold.
Allworth Financial first reported a position in ADVM in Q1 2015 and held it in 20 quarters. The position peaked at $723K in Q1 2015. 0 funds tracked by Wall St. Rank hold ADVM as of Q4 2025.
- Allworth Financial reported no remaining Adverum Biotechnologies position as of Q4 2025 after selling out during the quarter.
- Allworth Financial sold 102 Adverum Biotechnologies shares in Q4 2025, an estimated $463.
- Allworth Financial first reported a position in Adverum Biotechnologies in Q1 2015 and held it in 20 quarters.
- Allworth Financial's Adverum Biotechnologies position peaked at $723K in Q1 2015.
- 0 funds tracked by Wall St. Rank held Adverum Biotechnologies as of Q4 2025.
Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.