Edge Wealth Management’s Adverum Biotechnologies ADVM Stock Holding History

Edge Wealth 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
2018 Q2	–	Sell	-25	Closed	-$1K	–	587
2018 Q1	$1K	Hold	25	–	–	﹤0.01%	520
2017 Q4	$1K	Hold	25	–	–	﹤0.01%	495
2017 Q3	$1K	Hold	25	–	–	﹤0.01%	498
2017 Q2	$1K	Hold	25	–	–	﹤0.01%	494
2017 Q1	$1K	Hold	25	–	–	﹤0.01%	470
2016 Q4	$1K	Buy	+25	New	+$817	﹤0.01%	444

Other funds holding ADVM

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

HCM

Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Edge Wealth Management's ADVM Position: Q2 2018 in Review

Edge Wealth Management sold out of Adverum Biotechnologies (ADVM) in Q2 2018, closing a stake of 25 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in ADVM in Q4 2016 and held it in 6 quarters. The position peaked at $1K in Q1 2018. 100 funds tracked by Wall St. Rank hold ADVM as of Q2 2018.

Edge Wealth Management reported no remaining Adverum Biotechnologies position as of Q2 2018 after selling out during the quarter.
Edge Wealth Management sold 25 Adverum Biotechnologies shares in Q2 2018, an estimated $1K.
Edge Wealth Management first reported a position in Adverum Biotechnologies in Q4 2016 and held it in 6 quarters.
Edge Wealth Management's Adverum Biotechnologies position peaked at $1K in Q1 2018.
100 funds tracked by Wall St. Rank held Adverum Biotechnologies as of Q2 2018.

Based on Edge Wealth Management's 13F filing for Q2 2018, filed 17 Jul 2018.