Raymond James Financial
ADVM

Raymond James Financial’s Adverum Biotechnologies ADVM Stock Holding History

Raymond James Financial’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
Q3 		– Sell
-1,000
Closed -$2.15K – 4977
2025
Q2 		$2.15K Buy
+1,000
New +$2.8K ﹤0.01% 6398

Other funds holding ADVM

BCM
BML Capital Management Zionsville, Indiana $156M AUM 129.82% 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
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return

Raymond James Financial's ADVM Position: Q3 2025 in Review

Raymond James Financial sold out of Adverum Biotechnologies (ADVM) in Q3 2025, closing a stake of 1,000 shares — an estimated $2.15K sold.

Raymond James Financial first reported a position in ADVM in Q2 2025 and held it in 1 quarter. The position peaked at $2.15K in Q2 2025. 50 funds tracked by Wall St. Rank hold ADVM as of Q3 2025.

  • Raymond James Financial reported no remaining Adverum Biotechnologies position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 1,000 Adverum Biotechnologies shares in Q3 2025, an estimated $2.15K.
  • Raymond James Financial first reported a position in Adverum Biotechnologies in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Adverum Biotechnologies position peaked at $2.15K in Q2 2025.
  • 50 funds tracked by Wall St. Rank held Adverum Biotechnologies as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.