AIM
ADVM

Assured Investment Management’s Adverum Biotechnologies ADVM Stock Holding History

Assured Investment Management’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
2019
Q1 		– Sell
-1,723
Closed -$54K – 1109
2018
Q4 		$54K Buy
+1,723
New +$70.1K ﹤0.01% 1037
2018
Q3 		– Sell
-1,571
Closed -$83K – 1145
2018
Q2 		$83K Buy
+1,571
New +$94.5K ﹤0.01% 1089

Other funds holding ADVM

RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

Assured Investment Management's ADVM Position: Q1 2019 in Review

Assured Investment Management sold out of Adverum Biotechnologies (ADVM) in Q1 2019, closing a stake of 1,723 shares — an estimated $54K sold.

Assured Investment Management first reported a position in ADVM in Q2 2018 and held it in 2 quarters. The position peaked at $83K in Q2 2018. 83 funds tracked by Wall St. Rank hold ADVM as of Q1 2019.

  • Assured Investment Management reported no remaining Adverum Biotechnologies position as of Q1 2019 after selling out during the quarter.
  • Assured Investment Management sold 1,723 Adverum Biotechnologies shares in Q1 2019, an estimated $54K.
  • Assured Investment Management first reported a position in Adverum Biotechnologies in Q2 2018 and held it in 2 quarters.
  • Assured Investment Management's Adverum Biotechnologies position peaked at $83K in Q2 2018.
  • 83 funds tracked by Wall St. Rank held Adverum Biotechnologies as of Q1 2019.

Based on Assured Investment Management's 13F filing for Q1 2019, filed 16 May 2019.