MIFH
ADVM

Migdal Insurance & Financial Holdings’s Adverum Biotechnologies ADVM Stock Holding History

Migdal Insurance & Financial Holdings’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
2021
Q2 		– Sell
-4,756
Closed -$469K – 582
2021
Q1 		$469K Buy
4,756
+2,952
+164% +$354K ﹤0.01% 327
2020
Q4 		$196K Buy
+1,804
New +$223K ﹤0.01% 317

Other funds holding ADVM

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
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
SFI
Sonic Fund II Honolulu, Hawaii $147M AUM 19.98% 1-Year Est. Return
VVM
Versant Venture Management San Francisco, California $141M AUM 190.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Migdal Insurance & Financial Holdings's ADVM Position: Q2 2021 in Review

Migdal Insurance & Financial Holdings sold out of Adverum Biotechnologies (ADVM) in Q2 2021, closing a stake of 4,756 shares — an estimated $469K sold.

Migdal Insurance & Financial Holdings first reported a position in ADVM in Q4 2020 and held it in 2 quarters. The position peaked at $469K in Q1 2021. 118 funds tracked by Wall St. Rank hold ADVM as of Q2 2021.

  • Migdal Insurance & Financial Holdings reported no remaining Adverum Biotechnologies position as of Q2 2021 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 4,756 Adverum Biotechnologies shares in Q2 2021, an estimated $469K.
  • Migdal Insurance & Financial Holdings first reported a position in Adverum Biotechnologies in Q4 2020 and held it in 2 quarters.
  • Migdal Insurance & Financial Holdings's Adverum Biotechnologies position peaked at $469K in Q1 2021.
  • 118 funds tracked by Wall St. Rank held Adverum Biotechnologies as of Q2 2021.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2021, filed 4 Aug 2021.