SWP
ADVM

Stratos Wealth Partners’s Adverum Biotechnologies ADVM Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-15
Closed -$1K – 888
2018
Q3 		$1K Buy
+15
New +$842 ﹤0.01% 2796
2018
Q2 		– Sell
-15
Closed -$1K – 987
2018
Q1 		$1K Buy
+15
New +$934 ﹤0.01% 2952

Other funds holding ADVM

RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WM
WS Management Jacksonville, Florida $1.13B AUM 53.44% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

Stratos Wealth Partners's ADVM Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Adverum Biotechnologies (ADVM) in Q4 2018, closing a stake of 15 shares — an estimated $1K sold.

Stratos Wealth Partners first reported a position in ADVM in Q1 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 86 funds tracked by Wall St. Rank hold ADVM as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Adverum Biotechnologies position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 15 Adverum Biotechnologies shares in Q4 2018, an estimated $1K.
  • Stratos Wealth Partners first reported a position in Adverum Biotechnologies in Q1 2018 and held it in 2 quarters.
  • Stratos Wealth Partners's Adverum Biotechnologies position peaked at $1K in Q3 2018.
  • 86 funds tracked by Wall St. Rank held Adverum Biotechnologies as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.