OWP
ADVM

Old Well Partners’s Adverum Biotechnologies ADVM Stock Holding History

Old Well 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
2021
Q3 		– Sell
-1,844
Closed -$65K – 41
2021
Q2 		$65K Hold
1,844
– – 0.03% 39
2021
Q1 		$182K Buy
+1,844
New +$221K 0.09% 41

Other funds holding ADVM

RI
RTW Investments New York $10B AUM 135.35% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Old Well Partners's ADVM Position: Q3 2021 in Review

Old Well Partners sold out of Adverum Biotechnologies (ADVM) in Q3 2021, closing a stake of 1,844 shares — an estimated $65K sold.

Old Well Partners first reported a position in ADVM in Q1 2021 and held it in 2 quarters. The position peaked at $182K in Q1 2021. 110 funds tracked by Wall St. Rank hold ADVM as of Q3 2021.

  • Old Well Partners reported no remaining Adverum Biotechnologies position as of Q3 2021 after selling out during the quarter.
  • Old Well Partners sold 1,844 Adverum Biotechnologies shares in Q3 2021, an estimated $65K.
  • Old Well Partners first reported a position in Adverum Biotechnologies in Q1 2021 and held it in 2 quarters.
  • Old Well Partners's Adverum Biotechnologies position peaked at $182K in Q1 2021.
  • 110 funds tracked by Wall St. Rank held Adverum Biotechnologies as of Q3 2021.

Based on Old Well Partners's 13F filing for Q3 2021, filed 15 Nov 2021.