AF
ADVM

Apexium Financial’s Adverum Biotechnologies ADVM Stock Holding History

Apexium Financial’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
2024
Q1 		– Sell
-6,000
Closed -$45.2K – 230
2023
Q4 		$45.2K Buy
+6,000
New +$54.8K ﹤0.01% 269

Other funds holding ADVM

TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2B AUM 444.09% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $156M AUM 129.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CC
Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return

Apexium Financial's ADVM Position: Q1 2024 in Review

Apexium Financial sold out of Adverum Biotechnologies (ADVM) in Q1 2024, closing a stake of 6,000 shares — an estimated $45.2K sold.

Apexium Financial first reported a position in ADVM in Q4 2023 and held it in 1 quarter. The position peaked at $45.2K in Q4 2023. 61 funds tracked by Wall St. Rank hold ADVM as of Q1 2024.

  • Apexium Financial reported no remaining Adverum Biotechnologies position as of Q1 2024 after selling out during the quarter.
  • Apexium Financial sold 6,000 Adverum Biotechnologies shares in Q1 2024, an estimated $45.2K.
  • Apexium Financial first reported a position in Adverum Biotechnologies in Q4 2023 and held it in 1 quarter.
  • Apexium Financial's Adverum Biotechnologies position peaked at $45.2K in Q4 2023.
  • 61 funds tracked by Wall St. Rank held Adverum Biotechnologies as of Q1 2024.

Based on Apexium Financial's 13F filing for Q1 2024, filed 19 Apr 2024.