Ameritas Investment Partners’s Adverum Biotechnologies ADVM Stock Holding History

Ameritas Investment Partners’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	-2,038	Closed	-$8.91K	–	3201
2025 Q1	$8.91K	Hold	2,038	–	–	﹤0.01%	2859
2024 Q4	$9.52K	Hold	2,038	–	–	﹤0.01%	2917
2024 Q3	$14.3K	Hold	2,038	–	–	﹤0.01%	2798
2024 Q2	$14K	Buy	+2,038	New	+$18.9K	﹤0.01%	2786
2022 Q2	–	Sell	-740	Closed	-$10K	–	3057
2022 Q1	$10K	Hold	740	–	–	﹤0.01%	2787
2021 Q4	$13K	Hold	740	–	–	﹤0.01%	2811
2021 Q3	$16K	Hold	740	–	–	﹤0.01%	2794
2021 Q2	$26K	Hold	740	–	–	﹤0.01%	2582
2021 Q1	$73K	Hold	740	–	–	﹤0.01%	1847
2020 Q4	$80K	Hold	740	–	–	﹤0.01%	1692
2020 Q3	$76K	Buy	740 +95	+15%	+$14.2K	﹤0.01%	1594
2020 Q2	$135K	Buy	645 +94	+17%	+$16.6K	0.01%	1233
2020 Q1	$54K	Buy	551 +111	+25%	+$12.9K	﹤0.01%	1604
2019 Q4	$51K	Hold	440	–	–	﹤0.01%	1906
2019 Q3	$24K	Hold	440	–	–	﹤0.01%	2284
2019 Q2	$52K	Hold	440	–	–	﹤0.01%	1884
2019 Q1	$23K	Hold	440	–	–	﹤0.01%	2303
2018 Q4	$14K	Hold	440	–	–	﹤0.01%	2506
2018 Q3	$27K	Hold	440	–	–	﹤0.01%	2351
2018 Q2	$23K	Buy	+440	New	+$26.5K	﹤0.01%	2425
2017 Q2	–	Sell	-151	Closed	-$4K	–	2993
2017 Q1	$4K	Buy	+151	New	+$4.29K	﹤0.01%	2866

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

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 New York $871B AUM 31.28% 1-Year Est. Return

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

Ameritas Investment Partners's ADVM Position: Q2 2025 in Review

Ameritas Investment Partners sold out of Adverum Biotechnologies (ADVM) in Q2 2025, closing a stake of 2,038 shares — an estimated $8.91K sold.

Ameritas Investment Partners first reported a position in ADVM in Q1 2017 and held it in 21 quarters. The position peaked at $135K in Q2 2020. 58 funds tracked by Wall St. Rank hold ADVM as of Q2 2025.

Ameritas Investment Partners reported no remaining Adverum Biotechnologies position as of Q2 2025 after selling out during the quarter.
Ameritas Investment Partners sold 2,038 Adverum Biotechnologies shares in Q2 2025, an estimated $8.91K.
Ameritas Investment Partners first reported a position in Adverum Biotechnologies in Q1 2017 and held it in 21 quarters.
Ameritas Investment Partners's Adverum Biotechnologies position peaked at $135K in Q2 2020.
58 funds tracked by Wall St. Rank held Adverum Biotechnologies as of Q2 2025.

Based on Ameritas Investment Partners's 13F filing for Q2 2025, filed 12 Aug 2025.