LTFS
ADVM

Ladenburg Thalmann Financial Services’s Adverum Biotechnologies ADVM Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q3 		– Sell
-54
Closed -$6K – 5255
2019
Q2 		$6K Buy
+54
New +$4.47K ﹤0.01% 4617
2016
Q2 		– Sell
-43
Closed -$2K – 4729
2016
Q1 		$2K Hold
43
– – ﹤0.01% 4346
2015
Q4 		$4K Hold
43
– – ﹤0.01% 4105
2015
Q3 		$4K Hold
43
– – ﹤0.01% 4007
2015
Q2 		$7K Buy
+43
New +$14.5K ﹤0.01% 3866

Other funds holding ADVM

RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GTC
Ghost Tree Capital New York $331M AUM 70.11% 1-Year Est. Return

Ladenburg Thalmann Financial Services's ADVM Position: Q3 2019 in Review

Ladenburg Thalmann Financial Services sold out of Adverum Biotechnologies (ADVM) in Q3 2019, closing a stake of 54 shares — an estimated $6K sold.

Ladenburg Thalmann Financial Services first reported a position in ADVM in Q2 2015 and held it in 5 quarters. The position peaked at $7K in Q2 2015. 99 funds tracked by Wall St. Rank hold ADVM as of Q3 2019.

  • Ladenburg Thalmann Financial Services reported no remaining Adverum Biotechnologies position as of Q3 2019 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 54 Adverum Biotechnologies shares in Q3 2019, an estimated $6K.
  • Ladenburg Thalmann Financial Services first reported a position in Adverum Biotechnologies in Q2 2015 and held it in 5 quarters.
  • Ladenburg Thalmann Financial Services's Adverum Biotechnologies position peaked at $7K in Q2 2015.
  • 99 funds tracked by Wall St. Rank held Adverum Biotechnologies as of Q3 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q3 2019, filed 14 Nov 2019.