Principal Financial Group
ADVM

Principal Financial Group’s Adverum Biotechnologies ADVM Stock Holding History

Principal Financial Group’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
Q2 		– Sell
-1,112
Closed -$15K – 2509
2022
Q1 		$15K Sell
1,112
-62
-5% -$907 ﹤0.01% 2530
2021
Q4 		$21K Sell
1,174
-762
-39% -$15.3K ﹤0.01% 2511
2021
Q3 		$42K Sell
1,936
-1,317
-40% -$33.6K ﹤0.01% 2542
2021
Q2 		$114K Sell
3,253
-662
-17% -$35.7K ﹤0.01% 2521
2021
Q1 		$386K Sell
3,915
-65
-2% -$7.8K ﹤0.01% 2211
2020
Q4 		$431K Buy
3,980
+1,254
+46% +$155K ﹤0.01% 2147
2020
Q3 		$281K Sell
2,726
-10
-0.4% -$1.5K ﹤0.01% 2141
2020
Q2 		$571K Buy
2,736
+1,728
+171% +$306K ﹤0.01% 1940
2020
Q1 		$99K Buy
+1,008
New +$118K ﹤0.01% 2118
2019
Q2 		– Sell
-2,202
Closed -$115K – 2227
2019
Q1 		$115K Buy
2,202
+22
+1% +$889 ﹤0.01% 2151
2018
Q4 		$69K Sell
2,180
-1,933
-47% -$78.6K ﹤0.01% 2187
2018
Q3 		$249K Buy
4,113
+77
+2% +$4.32K ﹤0.01% 2120
2018
Q2 		$214K Buy
+4,036
New +$243K ﹤0.01% 2150
2015
Q3 		– Sell
-1,750
Closed -$285K – 2185
2015
Q2 		$285K Sell
1,750
-940
-35% -$317K ﹤0.01% 1965
2015
Q1 		$1.09M Hold
2,690
– – ﹤0.01% 1754
2014
Q4 		$1.45M Buy
+2,690
New +$1.04M ﹤0.01% 1739

Other funds holding ADVM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Principal Financial Group's ADVM Position: Q2 2022 in Review

Principal Financial Group sold out of Adverum Biotechnologies (ADVM) in Q2 2022, closing a stake of 1,112 shares — an estimated $15K sold.

Principal Financial Group first reported a position in ADVM in Q4 2014 and held it in 16 quarters. The position peaked at $1.45M in Q4 2014. 77 funds tracked by Wall St. Rank hold ADVM as of Q2 2022.

  • Principal Financial Group reported no remaining Adverum Biotechnologies position as of Q2 2022 after selling out during the quarter.
  • Principal Financial Group sold 1,112 Adverum Biotechnologies shares in Q2 2022, an estimated $15K.
  • Principal Financial Group first reported a position in Adverum Biotechnologies in Q4 2014 and held it in 16 quarters.
  • Principal Financial Group's Adverum Biotechnologies position peaked at $1.45M in Q4 2014.
  • 77 funds tracked by Wall St. Rank held Adverum Biotechnologies as of Q2 2022.

Based on Principal Financial Group's 13F filing for Q2 2022, filed 10 Aug 2022.