Truist Financial
ADVM

Truist Financial’s Adverum Biotechnologies ADVM Stock Holding History

Truist 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
2021
Q3 		– Sell
-2,550
Closed -$89K – 2693
2021
Q2 		$89K Sell
2,550
-700
-22% -$37.7K ﹤0.01% 2655
2021
Q1 		$320K Hold
3,250
– – ﹤0.01% 2241
2020
Q4 		$352K Hold
3,250
– – ﹤0.01% 2056
2020
Q3 		$335K Buy
3,250
+1,700
+110% +$255K ﹤0.01% 1953
2020
Q2 		$324K Hold
1,550
– – ﹤0.01% 1893
2020
Q1 		$151K Hold
1,550
– – ﹤0.01% 2189
2019
Q4 		$179K Buy
+1,550
New +$137K ﹤0.01% 2367

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

Truist Financial's ADVM Position: Q3 2021 in Review

Truist Financial sold out of Adverum Biotechnologies (ADVM) in Q3 2021, closing a stake of 2,550 shares — an estimated $89K sold.

Truist Financial first reported a position in ADVM in Q4 2019 and held it in 7 quarters. The position peaked at $352K in Q4 2020. 110 funds tracked by Wall St. Rank hold ADVM as of Q3 2021.

  • Truist Financial reported no remaining Adverum Biotechnologies position as of Q3 2021 after selling out during the quarter.
  • Truist Financial sold 2,550 Adverum Biotechnologies shares in Q3 2021, an estimated $89K.
  • Truist Financial first reported a position in Adverum Biotechnologies in Q4 2019 and held it in 7 quarters.
  • Truist Financial's Adverum Biotechnologies position peaked at $352K in Q4 2020.
  • 110 funds tracked by Wall St. Rank held Adverum Biotechnologies as of Q3 2021.

Based on Truist Financial's 13F filing for Q3 2021, filed 5 Nov 2021.