Nisa Investment Advisors
ADVM

Nisa Investment Advisors’s Adverum Biotechnologies ADVM Stock Holding History

Nisa 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
2025
Q3 		– Sell
-84
Closed -$181 – 2982
2025
Q2 		$181 Sell
84
-182
-68% -$509 ﹤0.01% 3007
2025
Q1 		$1.16K Buy
266
+176
+196% +$793 ﹤0.01% 2601
2024
Q4 		$420 Buy
90
+4
+5% +$27 ﹤0.01% 2862
2024
Q3 		$604 Buy
+86
New +$624 ﹤0.01% 2688
2022
Q2 		– Sell
-103
Closed -$1K – 2366
2022
Q1 		$1K Hold
103
– – ﹤0.01% 2349
2021
Q4 		$2K Hold
103
– – ﹤0.01% 2123
2021
Q3 		$2 Sell
103
-1,125
-92% -$28.7K ﹤0.01% 2287
2021
Q2 		$43 Buy
1,228
+755
+160% +$40.7K ﹤0.01% 1978
2021
Q1 		$47 Hold
473
– – ﹤0.01% 1989
2020
Q4 		$51K Buy
473
+135
+40% +$16.7K ﹤0.01% 1985
2020
Q3 		$35K Buy
338
+270
+397% +$40.4K ﹤0.01% 1934
2020
Q2 		$14K Hold
68
– – ﹤0.01% 1841
2020
Q1 		$7K Sell
68
-22
-24% -$2.56K ﹤0.01% 1897
2019
Q4 		$10K Hold
90
– – ﹤0.01% 1819
2019
Q3 		$5K Buy
+90
New +$10.1K ﹤0.01% 1891

Other funds holding ADVM

BCM
BML Capital Management Zionsville, Indiana $156M AUM 129.82% 1-Year Est. Return
PWA
Principia Wealth Advisory Dallas, Texas $160M AUM 37.01% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
5VM
5AM Venture Management San Francisco, California $360M AUM 345.76% 1-Year Est. Return
VVM
Versant Venture Management San Francisco, California $141M AUM 190.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return

Nisa Investment Advisors's ADVM Position: Q3 2025 in Review

Nisa Investment Advisors sold out of Adverum Biotechnologies (ADVM) in Q3 2025, closing a stake of 84 shares — an estimated $181 sold.

Nisa Investment Advisors first reported a position in ADVM in Q3 2019 and held it in 15 quarters. The position peaked at $51K in Q4 2020. 50 funds tracked by Wall St. Rank hold ADVM as of Q3 2025.

  • Nisa Investment Advisors reported no remaining Adverum Biotechnologies position as of Q3 2025 after selling out during the quarter.
  • Nisa Investment Advisors sold 84 Adverum Biotechnologies shares in Q3 2025, an estimated $181.
  • Nisa Investment Advisors first reported a position in Adverum Biotechnologies in Q3 2019 and held it in 15 quarters.
  • Nisa Investment Advisors's Adverum Biotechnologies position peaked at $51K in Q4 2020.
  • 50 funds tracked by Wall St. Rank held Adverum Biotechnologies as of Q3 2025.

Based on Nisa Investment Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.