Madison Wealth Partners’s Adverum Biotechnologies ADVM Stock Holding History

Madison Wealth 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
2022 Q3	–	Sell	-1,441	Closed	-$17K	–	70
2022 Q2	$17K	Hold	1,441	–	–	0.01%	76
2022 Q1	$19K	Hold	1,441	–	–	0.01%	78
2021 Q4	$25K	Hold	1,441	–	–	0.01%	77
2021 Q3	$31K	Hold	1,441	–	–	0.02%	73
2021 Q2	$50K	Hold	1,441	–	–	0.03%	72
2021 Q1	$156K	Hold	1,441	–	–	0.11%	54
2020 Q4	$156K	Buy	+1,441	New	+$178K	0.1%	55

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

Madison Wealth Partners's ADVM Position: Q3 2022 in Review

Madison Wealth Partners sold out of Adverum Biotechnologies (ADVM) in Q3 2022, closing a stake of 1,441 shares — an estimated $17K sold.

Madison Wealth Partners first reported a position in ADVM in Q4 2020 and held it in 7 quarters. The position peaked at $156K in Q1 2021. 78 funds tracked by Wall St. Rank hold ADVM as of Q3 2022.

Madison Wealth Partners reported no remaining Adverum Biotechnologies position as of Q3 2022 after selling out during the quarter.
Madison Wealth Partners sold 1,441 Adverum Biotechnologies shares in Q3 2022, an estimated $17K.
Madison Wealth Partners first reported a position in Adverum Biotechnologies in Q4 2020 and held it in 7 quarters.
Madison Wealth Partners's Adverum Biotechnologies position peaked at $156K in Q1 2021.
78 funds tracked by Wall St. Rank held Adverum Biotechnologies as of Q3 2022.

Based on Madison Wealth Partners's 13F filing for Q3 2022, filed 24 Oct 2022.