JP Morgan Private Wealth Advisors’s Adverum Biotechnologies ADVM Stock Holding History

JP Morgan Private 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
2022 Q3	–	Sell	-1,617	Closed	-$19K	–	1918
2022 Q2	$19K	Hold	1,617	–	–	﹤0.01%	1908
2022 Q1	$21K	Hold	1,617	–	–	﹤0.01%	1973
2021 Q4	$28K	Sell	1,617 -900	-36%	-$18K	﹤0.01%	1963
2021 Q3	$55K	Buy	2,517 +66	+3%	+$1.68K	﹤0.01%	1915
2021 Q2	$86K	Buy	2,451 +784	+47%	+$42.2K	﹤0.01%	1875
2021 Q1	$164K	Sell	1,667 -34	-2%	-$4.08K	﹤0.01%	1705
2020 Q4	$184K	Buy	1,701 +134	+9%	+$16.6K	﹤0.01%	1655
2020 Q3	$161K	Hold	1,567	–	–	﹤0.01%	1539
2020 Q2	$327K	Sell	1,567 -433	-22%	-$76.7K	﹤0.01%	1272
2020 Q1	$195K	Hold	2,000	–	–	﹤0.01%	1299
2019 Q4	$230K	Hold	2,000	–	–	﹤0.01%	1346
2019 Q3	$109K	Hold	2,000	–	–	﹤0.01%	1391
2019 Q2	$238K	Hold	2,000	–	–	﹤0.01%	1235
2019 Q1	$105K	Hold	2,000	–	–	﹤0.01%	1412
2018 Q4	$63K	Hold	2,000	–	–	﹤0.01%	1418
2018 Q3	$121K	Hold	2,000	–	–	﹤0.01%	1517
2018 Q2	$106K	Hold	2,000	–	–	﹤0.01%	1415
2018 Q1	$116K	Hold	2,000	–	–	﹤0.01%	1216
2017 Q4	$70K	Hold	2,000	–	–	﹤0.01%	1251
2017 Q3	$73K	Hold	2,000	–	–	﹤0.01%	1208
2017 Q2	$50K	Hold	2,000	–	–	﹤0.01%	1209
2017 Q1	$54K	Hold	2,000	–	–	﹤0.01%	1307
2016 Q4	$58K	Hold	2,000	–	–	﹤0.01%	1219
2016 Q3	$82K	Hold	2,000	–	–	﹤0.01%	1192
2016 Q2	$63K	Hold	2,000	–	–	﹤0.01%	1225
2016 Q1	$103K	Hold	2,000	–	–	﹤0.01%	1135
2015 Q4	$190K	Sell	2,000 -181	-8%	-$15.9K	﹤0.01%	1024
2015 Q3	$180K	Buy	+2,181	New	+$279K	﹤0.01%	949

Other funds holding ADVM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFI

Sonic Fund II Honolulu, Hawaii $147M AUM 19.98% 1-Year Est. Return

SCM

Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

VVM

Versant Venture Management San Francisco, California $141M AUM 190.82% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ACM

AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ADVM Position: Q3 2022 in Review

JP Morgan Private Wealth Advisors sold out of Adverum Biotechnologies (ADVM) in Q3 2022, closing a stake of 1,617 shares — an estimated $19K sold.

JP Morgan Private Wealth Advisors first reported a position in ADVM in Q3 2015 and held it in 28 quarters. The position peaked at $327K in Q2 2020. 78 funds tracked by Wall St. Rank hold ADVM as of Q3 2022.

JP Morgan Private Wealth Advisors reported no remaining Adverum Biotechnologies position as of Q3 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 1,617 Adverum Biotechnologies shares in Q3 2022, an estimated $19K.
JP Morgan Private Wealth Advisors first reported a position in Adverum Biotechnologies in Q3 2015 and held it in 28 quarters.
JP Morgan Private Wealth Advisors's Adverum Biotechnologies position peaked at $327K in Q2 2020.
78 funds tracked by Wall St. Rank held Adverum Biotechnologies as of Q3 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.