GRP
ADVM

Global Retirement Partners’s Adverum Biotechnologies ADVM Stock Holding History

Global Retirement Partners’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
Q3 		– Sell
-3
Closed – – 1974
2021
Q2 		$0 Hold
3
– – ﹤0.01% 1857
2021
Q1 		$0 Hold
3
– – ﹤0.01% 1765
2020
Q4 		$0 Hold
3
– – ﹤0.01% 1724
2020
Q3 		$0 Hold
3
– – ﹤0.01% 1616
2020
Q2 		$1K Hold
3
– – ﹤0.01% 1506
2020
Q1 		$0 Hold
3
– – ﹤0.01% 1568
2019
Q4 		$0 Hold
3
– – ﹤0.01% 1605
2019
Q3 		$0 Buy
+3
New +$338 ﹤0.01% 1589

Other funds holding ADVM

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
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
SFI
Sonic Fund II Honolulu, Hawaii $147M AUM 19.98% 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
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Global Retirement Partners's ADVM Position: Q3 2021 in Review

Global Retirement Partners sold out of Adverum Biotechnologies (ADVM) in Q3 2021, closing a stake of 3 shares.

Global Retirement Partners first reported a position in ADVM in Q3 2019 and held it in 8 quarters. The position peaked at $1K in Q2 2020. 110 funds tracked by Wall St. Rank hold ADVM as of Q3 2021.

  • Global Retirement Partners reported no remaining Adverum Biotechnologies position as of Q3 2021 after selling out during the quarter.
  • Global Retirement Partners sold 3 Adverum Biotechnologies shares in Q3 2021.
  • Global Retirement Partners first reported a position in Adverum Biotechnologies in Q3 2019 and held it in 8 quarters.
  • Global Retirement Partners's Adverum Biotechnologies position peaked at $1K in Q2 2020.
  • 110 funds tracked by Wall St. Rank held Adverum Biotechnologies as of Q3 2021.

Based on Global Retirement Partners's 13F filing for Q3 2021, filed 22 Oct 2021.