IFP Advisors’s Adverum Biotechnologies ADVM Stock Holding History

IFP 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	–	Hold	0	–	–	–	4237
2025 Q1	–	Hold	0	–	–	–	4183
2024 Q4	–	Hold	0	–	–	–	4459
2023 Q1	–	Sell	-600	Closed	-$38K	–	3367
2022 Q4	$38K	Hold	600	–	–	﹤0.01%	2420
2022 Q3	$38K	Hold	600	–	–	﹤0.01%	2571
2022 Q2	$38K	Hold	600	–	–	﹤0.01%	2344
2022 Q1	$38K	Buy	+600	New	+$8.78K	﹤0.01%	2344
2021 Q1	–	Sell	-2	Closed	-$240	–	2996
2020 Q4	$0	Sell	2 -1	-33%	-$124	﹤0.01%	2922
2020 Q3	$0	Buy	+3	New	+$449	﹤0.01%	2830
2019 Q1	$31K	Hold	600	–	–	﹤0.01%	1159
2018 Q4	$19K	Hold	600	–	–	﹤0.01%	2158
2018 Q3	$36K	Hold	600	–	–	﹤0.01%	2074
2018 Q2	$32K	Hold	600	–	–	﹤0.01%	2171
2018 Q1	$21K	Hold	600	–	–	﹤0.01%	2342
2017 Q4	$21K	Hold	600	–	–	﹤0.01%	2376
2017 Q3	$22K	Hold	600	–	–	﹤0.01%	2525
2017 Q2	$15K	Hold	600	–	–	﹤0.01%	2736
2017 Q1	$16K	Hold	600	–	–	﹤0.01%	2625
2016 Q4	$17K	Hold	600	–	–	﹤0.01%	2557
2016 Q3	$25K	Hold	600	–	–	﹤0.01%	2259
2016 Q2	$19K	Hold	600	–	–	﹤0.01%	2363
2016 Q1	$31K	Sell	600 -29	-5%	-$1.62K	﹤0.01%	1159
2015 Q4	$60K	Buy	+629	New	+$55.3K	﹤0.01%	1488

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

IFP Advisors's ADVM Position: Q2 2025 in Review

IFP Advisors held its Adverum Biotechnologies (ADVM) position steady in Q2 2025 at 0 shares worth $974. The position accounts for ﹤0.01% of the portfolio, ranked #4237.

IFP Advisors first reported a position in ADVM in Q4 2015 and has held it in 20 quarters since. The position peaked at $60K in Q4 2015. 58 funds tracked by Wall St. Rank hold ADVM as of Q2 2025.

IFP Advisors held 0 shares of Adverum Biotechnologies worth $974 as of Q2 2025.
IFP Advisors left its Adverum Biotechnologies share count unchanged in Q2 2025.
Adverum Biotechnologies made up ﹤0.01% of IFP Advisors's portfolio in Q2 2025, its #4237 holding.
IFP Advisors first reported a position in Adverum Biotechnologies in Q4 2015 and has held it in 20 quarters since.
IFP Advisors's Adverum Biotechnologies position peaked at $60K in Q4 2015.
58 funds tracked by Wall St. Rank held Adverum Biotechnologies as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.