EW
ADVM

Evoke Wealth’s Adverum Biotechnologies ADVM Stock Holding History

Evoke Wealth’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
2021
Q1 		– Sell
-199
Closed -$22K – 1158
2020
Q4 		$22K Buy
+199
New +$24.6K ﹤0.01% 484

Other funds holding ADVM

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
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
SFI
Sonic Fund II Honolulu, Hawaii $147M AUM 19.98% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVM
Versant Venture Management San Francisco, California $141M AUM 190.82% 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

Evoke Wealth's ADVM Position: Q1 2021 in Review

Evoke Wealth sold out of Adverum Biotechnologies (ADVM) in Q1 2021, closing a stake of 199 shares — an estimated $22K sold.

Evoke Wealth first reported a position in ADVM in Q4 2020 and held it in 1 quarter. The position peaked at $22K in Q4 2020. 132 funds tracked by Wall St. Rank hold ADVM as of Q1 2021.

  • Evoke Wealth reported no remaining Adverum Biotechnologies position as of Q1 2021 after selling out during the quarter.
  • Evoke Wealth sold 199 Adverum Biotechnologies shares in Q1 2021, an estimated $22K.
  • Evoke Wealth first reported a position in Adverum Biotechnologies in Q4 2020 and held it in 1 quarter.
  • Evoke Wealth's Adverum Biotechnologies position peaked at $22K in Q4 2020.
  • 132 funds tracked by Wall St. Rank held Adverum Biotechnologies as of Q1 2021.

Based on Evoke Wealth's 13F filing for Q1 2021, filed 13 May 2021.