EWA
ADVM

EverSource Wealth Advisors’s Adverum Biotechnologies ADVM Stock Holding History

EverSource 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
Q2 		– Sell
-7
Closed -$31 – 4250
2025
Q1 		$31 Buy
+7
New +$32 ﹤0.01% 3942

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EverSource Wealth Advisors's ADVM Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of Adverum Biotechnologies (ADVM) in Q2 2025, closing a stake of 7 shares — an estimated $31 sold.

EverSource Wealth Advisors first reported a position in ADVM in Q1 2025 and held it in 1 quarter. The position peaked at $31 in Q1 2025. 58 funds tracked by Wall St. Rank hold ADVM as of Q2 2025.

  • EverSource Wealth Advisors reported no remaining Adverum Biotechnologies position as of Q2 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 7 Adverum Biotechnologies shares in Q2 2025, an estimated $31.
  • EverSource Wealth Advisors first reported a position in Adverum Biotechnologies in Q1 2025 and held it in 1 quarter.
  • EverSource Wealth Advisors's Adverum Biotechnologies position peaked at $31 in Q1 2025.
  • 58 funds tracked by Wall St. Rank held Adverum Biotechnologies as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.