RS
ADVM

R Squared’s Adverum Biotechnologies ADVM Stock Holding History

R Squared’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
Q1 		– Sell
-710
Closed -$3.32K – 312
2024
Q4 		$3.32K Buy
+710
New +$4.78K ﹤0.01% 1394

Other funds holding ADVM

BCM
BML Capital Management Zionsville, Indiana $156M AUM 129.82% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

R Squared's ADVM Position: Q1 2025 in Review

R Squared sold out of Adverum Biotechnologies (ADVM) in Q1 2025, closing a stake of 710 shares — an estimated $3.32K sold.

R Squared first reported a position in ADVM in Q4 2024 and held it in 1 quarter. The position peaked at $3.32K in Q4 2024. 70 funds tracked by Wall St. Rank hold ADVM as of Q1 2025.

  • R Squared reported no remaining Adverum Biotechnologies position as of Q1 2025 after selling out during the quarter.
  • R Squared sold 710 Adverum Biotechnologies shares in Q1 2025, an estimated $3.32K.
  • R Squared first reported a position in Adverum Biotechnologies in Q4 2024 and held it in 1 quarter.
  • R Squared's Adverum Biotechnologies position peaked at $3.32K in Q4 2024.
  • 70 funds tracked by Wall St. Rank held Adverum Biotechnologies as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.