Northwestern Mutual Wealth Management
ADVM

Northwestern Mutual Wealth Management’s Adverum Biotechnologies ADVM Stock Holding History

Northwestern Mutual Wealth Management’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
2024
Q1 		– Sell
-95
Closed -$715 – 3562
2023
Q4 		$715 Buy
95
+63
+197% +$575 ﹤0.01% 3230
2023
Q3 		$476 Buy
+32
New +$575 ﹤0.01% 3125

Other funds holding ADVM

TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2B AUM 444.09% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $156M AUM 129.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CC
Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return

Northwestern Mutual Wealth Management's ADVM Position: Q1 2024 in Review

Northwestern Mutual Wealth Management sold out of Adverum Biotechnologies (ADVM) in Q1 2024, closing a stake of 95 shares — an estimated $715 sold.

Northwestern Mutual Wealth Management first reported a position in ADVM in Q3 2023 and held it in 2 quarters. The position peaked at $715 in Q4 2023. 61 funds tracked by Wall St. Rank hold ADVM as of Q1 2024.

  • Northwestern Mutual Wealth Management reported no remaining Adverum Biotechnologies position as of Q1 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 95 Adverum Biotechnologies shares in Q1 2024, an estimated $715.
  • Northwestern Mutual Wealth Management first reported a position in Adverum Biotechnologies in Q3 2023 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Adverum Biotechnologies position peaked at $715 in Q4 2023.
  • 61 funds tracked by Wall St. Rank held Adverum Biotechnologies as of Q1 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.