RIL
ADVM

Rothschild Investment LLC’s Adverum Biotechnologies ADVM Stock Holding History

Rothschild Investment LLC’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
Q2 		– Sell
-100
Closed -$437 – 3017
2025
Q1 		$437 Buy
+100
New +$451 ﹤0.01% 2660

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
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rothschild Investment LLC's ADVM Position: Q2 2025 in Review

Rothschild Investment LLC sold out of Adverum Biotechnologies (ADVM) in Q2 2025, closing a stake of 100 shares — an estimated $437 sold.

Rothschild Investment LLC first reported a position in ADVM in Q1 2025 and held it in 1 quarter. The position peaked at $437 in Q1 2025. 58 funds tracked by Wall St. Rank hold ADVM as of Q2 2025.

  • Rothschild Investment LLC reported no remaining Adverum Biotechnologies position as of Q2 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 100 Adverum Biotechnologies shares in Q2 2025, an estimated $437.
  • Rothschild Investment LLC first reported a position in Adverum Biotechnologies in Q1 2025 and held it in 1 quarter.
  • Rothschild Investment LLC's Adverum Biotechnologies position peaked at $437 in Q1 2025.
  • 58 funds tracked by Wall St. Rank held Adverum Biotechnologies as of Q2 2025.

Based on Rothschild Investment LLC's 13F filing for Q2 2025, filed 11 Aug 2025.