Franklin Resources
ADVM

Franklin Resources’s Adverum Biotechnologies ADVM Stock Holding History

Franklin Resources’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
-1,760,056
Closed -$7.69M – 3027
2025
Q1 		$7.69M Hold
1,760,056
– – ﹤0.01% 1187
2024
Q4 		$8.22M Hold
1,760,056
– – ﹤0.01% 1184
2024
Q3 		$13.6M Buy
1,760,056
+4
+0% +$29 ﹤0.01% 1010
2024
Q2 		$12.1M Buy
1,760,052
+1,084,377
+160% +$10.1M ﹤0.01% 1014
2024
Q1 		$9.55M Buy
+675,675
New +$10.3M ﹤0.01% 1096
2015
Q1 		– Sell
-16,630
Closed -$8.98M – 1579
2014
Q4 		$8.98M Buy
16,630
+5,000
+43% +$1.93M ﹤0.01% 1068
2014
Q3 		$3.98M Buy
+11,630
New +$3.46M ﹤0.01% 1223

Other funds holding ADVM

BCM
BML Capital Management Zionsville, Indiana $155M 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 $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return