IIA
ADVM

IPG Investment Advisors’s Adverum Biotechnologies ADVM Stock Holding History

IPG Investment 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
2024
Q1 		– Sell
-1,000
Closed -$7.53K – 171
2023
Q4 		$7.53K Buy
+1,000
New +$9.13K ﹤0.01% 193
2022
Q4 		– Sell
-1,000
Closed -$9.5K – 141
2022
Q3 		$9.5K Hold
1,000
– – ﹤0.01% 139
2022
Q2 		$12K Hold
1,000
– – ﹤0.01% 155
2022
Q1 		$13K Hold
1,000
– – ﹤0.01% 170
2021
Q4 		$18K Buy
+1,000
New +$20K ﹤0.01% 205

Other funds holding ADVM

TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2B AUM 444.09% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $156M AUM 129.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CC
Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return

IPG Investment Advisors's ADVM Position: Q1 2024 in Review

IPG Investment Advisors sold out of Adverum Biotechnologies (ADVM) in Q1 2024, closing a stake of 1,000 shares — an estimated $7.53K sold.

IPG Investment Advisors first reported a position in ADVM in Q4 2021 and held it in 5 quarters. The position peaked at $18K in Q4 2021. 61 funds tracked by Wall St. Rank hold ADVM as of Q1 2024.

  • IPG Investment Advisors reported no remaining Adverum Biotechnologies position as of Q1 2024 after selling out during the quarter.
  • IPG Investment Advisors sold 1,000 Adverum Biotechnologies shares in Q1 2024, an estimated $7.53K.
  • IPG Investment Advisors first reported a position in Adverum Biotechnologies in Q4 2021 and held it in 5 quarters.
  • IPG Investment Advisors's Adverum Biotechnologies position peaked at $18K in Q4 2021.
  • 61 funds tracked by Wall St. Rank held Adverum Biotechnologies as of Q1 2024.

Based on IPG Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.