GWA
ADVM

GGM Wealth Advisors’s Adverum Biotechnologies ADVM Stock Holding History

GGM 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
Q1 		$461K Buy
160,157
+75,984
+90% +$342K 0.26% 78
2024
Q4 		$393K Buy
84,173
+45,553
+118% +$307K 0.21% 84
2024
Q3 		$271K Buy
+38,620
New +$280K 0.12% 123

Other funds holding ADVM

BCM
BML Capital Management Zionsville, Indiana $156M AUM 129.82% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GGM Wealth Advisors's ADVM Position: Q1 2025 in Review

GGM Wealth Advisors increased its Adverum Biotechnologies (ADVM) stake by 90% in Q1 2025, buying an estimated $342K and bringing the position to 160,157 shares worth $461K. The position accounts for 0.26% of the portfolio, ranked #78.

GGM Wealth Advisors first reported a position in ADVM in Q3 2024 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold ADVM as of Q1 2025.

  • GGM Wealth Advisors held 160,157 shares of Adverum Biotechnologies worth $461K as of Q1 2025.
  • GGM Wealth Advisors bought 75,984 Adverum Biotechnologies shares in Q1 2025, an estimated $342K.
  • Adverum Biotechnologies made up 0.26% of GGM Wealth Advisors's portfolio in Q1 2025, its #78 holding.
  • GGM Wealth Advisors first reported a position in Adverum Biotechnologies in Q3 2024 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held Adverum Biotechnologies as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.