AB
ADVM

Amalgamated Bank’s Adverum Biotechnologies ADVM Stock Holding History

Amalgamated Bank’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
2025
Q2 		– Sell
-720
Closed -$3K – 3012
2025
Q1 		$3K Hold
720
– – ﹤0.01% 2763
2024
Q4 		$3K Hold
720
– – ﹤0.01% 2824
2024
Q3 		$5K Hold
720
– – ﹤0.01% 2735
2024
Q2 		$5K Buy
+720
New +$6.7K ﹤0.01% 2736
2022
Q2 		– Sell
-1,046
Closed -$14K – 3026
2022
Q1 		$14K Sell
1,046
-85
-8% -$1.24K ﹤0.01% 2890
2021
Q4 		$20K Sell
1,131
-39
-3% -$781 ﹤0.01% 2144
2021
Q3 		$25K Sell
1,170
-53
-4% -$1.35K ﹤0.01% 2157
2021
Q2 		$43K Buy
1,223
+28
+2% +$1.51K ﹤0.01% 2172
2021
Q1 		$118K Sell
1,195
-106
-8% -$12.7K ﹤0.01% 1542
2020
Q4 		$141K Buy
1,301
+49
+4% +$6.06K 0.01% 1502
2020
Q3 		$129K Buy
1,252
+159
+15% +$23.8K 0.01% 1370
2020
Q2 		$228K Buy
1,093
+19
+2% +$3.37K 0.01% 1235
2020
Q1 		$105K Buy
1,074
+56
+6% +$6.53K ﹤0.01% 1485
2019
Q4 		$117K Buy
+1,018
New +$89.7K ﹤0.01% 1716

Other funds holding ADVM

BCM
BML Capital Management Zionsville, Indiana $156M AUM 129.82% 1-Year Est. Return
PWA
Principia Wealth Advisory Dallas, Texas $160M AUM 37.01% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
5VM
5AM Venture Management San Francisco, California $360M AUM 345.76% 1-Year Est. Return
VVM
Versant Venture Management San Francisco, California $141M AUM 190.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Amalgamated Bank's ADVM Position: Q2 2025 in Review

Amalgamated Bank sold out of Adverum Biotechnologies (ADVM) in Q2 2025, closing a stake of 720 shares — an estimated $3K sold.

Amalgamated Bank first reported a position in ADVM in Q4 2019 and held it in 14 quarters. The position peaked at $228K in Q2 2020. 58 funds tracked by Wall St. Rank hold ADVM as of Q2 2025.

  • Amalgamated Bank reported no remaining Adverum Biotechnologies position as of Q2 2025 after selling out during the quarter.
  • Amalgamated Bank sold 720 Adverum Biotechnologies shares in Q2 2025, an estimated $3K.
  • Amalgamated Bank first reported a position in Adverum Biotechnologies in Q4 2019 and held it in 14 quarters.
  • Amalgamated Bank's Adverum Biotechnologies position peaked at $228K in Q2 2020.
  • 58 funds tracked by Wall St. Rank held Adverum Biotechnologies as of Q2 2025.

Based on Amalgamated Bank's 13F filing for Q2 2025, filed 4 Aug 2025.