TWA
ADVM

TCI Wealth Advisors’s Adverum Biotechnologies ADVM Stock Holding History

TCI Wealth Advisors’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
2021
Q3 		– Sell
-65
Closed -$2K – 2361
2021
Q2 		$2K Buy
65
+48
+282% +$2.59K ﹤0.01% 1934
2021
Q1 		$2K Buy
+17
New +$2.04K ﹤0.01% 1643

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
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
SFI
Sonic Fund II Honolulu, Hawaii $147M AUM 19.98% 1-Year Est. Return
VVM
Versant Venture Management San Francisco, California $141M AUM 190.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Wealth Advisors's ADVM Position: Q3 2021 in Review

TCI Wealth Advisors sold out of Adverum Biotechnologies (ADVM) in Q3 2021, closing a stake of 65 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in ADVM in Q1 2021 and held it in 2 quarters. The position peaked at $2K in Q2 2021. 110 funds tracked by Wall St. Rank hold ADVM as of Q3 2021.

  • TCI Wealth Advisors reported no remaining Adverum Biotechnologies position as of Q3 2021 after selling out during the quarter.
  • TCI Wealth Advisors sold 65 Adverum Biotechnologies shares in Q3 2021, an estimated $2K.
  • TCI Wealth Advisors first reported a position in Adverum Biotechnologies in Q1 2021 and held it in 2 quarters.
  • TCI Wealth Advisors's Adverum Biotechnologies position peaked at $2K in Q2 2021.
  • 110 funds tracked by Wall St. Rank held Adverum Biotechnologies as of Q3 2021.

Based on TCI Wealth Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.