EQ Wealth Advisors’s Adverum Biotechnologies ADVM Stock Holding History

EQ Wealth 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
2025 Q3	–	Sell	-162	Closed	-$348	–	52
2025 Q2	$348	Hold	162	–	–	﹤0.01%	229
2025 Q1	$708	Buy	+162	New	+$730	﹤0.01%	235

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

FLSM

Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return

TCM

TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

PFCS

Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return

EQ Wealth Advisors's ADVM Position: Q3 2025 in Review

EQ Wealth Advisors sold out of Adverum Biotechnologies (ADVM) in Q3 2025, closing a stake of 162 shares — an estimated $348 sold.

EQ Wealth Advisors first reported a position in ADVM in Q1 2025 and held it in 2 quarters. The position peaked at $708 in Q1 2025. 50 funds tracked by Wall St. Rank hold ADVM as of Q3 2025.

EQ Wealth Advisors reported no remaining Adverum Biotechnologies position as of Q3 2025 after selling out during the quarter.
EQ Wealth Advisors sold 162 Adverum Biotechnologies shares in Q3 2025, an estimated $348.
EQ Wealth Advisors first reported a position in Adverum Biotechnologies in Q1 2025 and held it in 2 quarters.
EQ Wealth Advisors's Adverum Biotechnologies position peaked at $708 in Q1 2025.
50 funds tracked by Wall St. Rank held Adverum Biotechnologies as of Q3 2025.

Based on EQ Wealth Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.