Principia Wealth Advisory’s Adverum Biotechnologies ADVM Stock Holding History

Principia Wealth Advisory’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 Q4	–	Sell	-2,077,946	Closed	-$9.41M	–	1017
2025 Q3	$9.41M	Buy	2,077,946 +48,830	+2%	+$144K	6.49%	3
2025 Q2	$4.37M	Buy	2,029,116 +332,301	+20%	+$930K	3.7%	9
2025 Q1	$6.07M	Buy	1,696,815 +366,155	+28%	+$1.65M	5.82%	5
2024 Q4	$6.21M	Buy	+1,330,660	New	+$8.96M	5.83%	6

Principia Wealth Advisory's ADVM Position: Q4 2025 in Review

Principia Wealth Advisory sold out of Adverum Biotechnologies (ADVM) in Q4 2025, closing a stake of 2,077,946 shares — an estimated $9.41M sold.

Principia Wealth Advisory first reported a position in ADVM in Q4 2024 and held it in 4 quarters. The position peaked at $9.41M in Q3 2025. 0 funds tracked by Wall St. Rank hold ADVM as of Q4 2025.

Principia Wealth Advisory reported no remaining Adverum Biotechnologies position as of Q4 2025 after selling out during the quarter.
Principia Wealth Advisory sold 2,077,946 Adverum Biotechnologies shares in Q4 2025, an estimated $9.41M.
Principia Wealth Advisory first reported a position in Adverum Biotechnologies in Q4 2024 and held it in 4 quarters.
Principia Wealth Advisory's Adverum Biotechnologies position peaked at $9.41M in Q3 2025.
0 funds tracked by Wall St. Rank held Adverum Biotechnologies as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.