American Portfolios Advisors’s Adverum Biotechnologies ADVM Stock Holding History

American Portfolios Advisors’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
2022 Q3	$1.09K	Sell	115 -5,500	-98%	-$72.3K	﹤0.01%	3256
2022 Q2	$67.4K	Buy	5,615 +3,000	+115%	+$31.4K	﹤0.01%	1606
2022 Q1	$34.3K	Buy	2,615 +2,000	+325%	+$29.3K	﹤0.01%	2076
2021 Q4	$10.8K	Buy	615 +460	+297%	+$9.21K	﹤0.01%	2589
2021 Q3	$3.36K	Hold	155	–	–	﹤0.01%	2999
2021 Q2	$5.42K	Buy	155 +15	+11%	+$808	﹤0.01%	2777
2021 Q1	$13.8K	Sell	140 -15	-10%	-$1.8K	﹤0.01%	2244
2020 Q4	$16.8K	Hold	155	–	–	﹤0.01%	1901
2020 Q3	$16K	Buy	155 +135	+675%	+$20.2K	﹤0.01%	1800
2020 Q2	$4.18K	Hold	20	–	–	﹤0.01%	2302
2020 Q1	$1.95K	Hold	20	–	–	﹤0.01%	2408
2019 Q4	$2.3K	Hold	20	–	–	﹤0.01%	2547
2019 Q3	$1.09K	Hold	20	–	–	﹤0.01%	2626
2019 Q2	$2.38K	Buy	+20	New	+$1.66K	﹤0.01%	2428

Other funds holding ADVM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFI

Sonic Fund II Honolulu, Hawaii $147M AUM 19.98% 1-Year Est. Return

SCM

Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

VVM

Versant Venture Management San Francisco, California $141M AUM 190.82% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ACM

AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

American Portfolios Advisors's ADVM Position: Q3 2022 in Review

American Portfolios Advisors reduced its Adverum Biotechnologies (ADVM) stake by 98% in Q3 2022, selling an estimated $72.3K and leaving 115 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #3256.

American Portfolios Advisors first reported a position in ADVM in Q2 2019 and has held it in 14 quarters since. The position peaked at $67.4K in Q2 2022. 78 funds tracked by Wall St. Rank hold ADVM as of Q3 2022.

American Portfolios Advisors held 115 shares of Adverum Biotechnologies worth $1.09K as of Q3 2022.
American Portfolios Advisors sold 5,500 Adverum Biotechnologies shares in Q3 2022, an estimated $72.3K.
Adverum Biotechnologies made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #3256 holding.
American Portfolios Advisors first reported a position in Adverum Biotechnologies in Q2 2019 and has held it in 14 quarters since.
American Portfolios Advisors's Adverum Biotechnologies position peaked at $67.4K in Q2 2022.
78 funds tracked by Wall St. Rank held Adverum Biotechnologies as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.