Waverly Advisors’s Adverum Biotechnologies ADVM Stock Holding History

Waverly 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
2025 Q4	–	Sell	-160,991	Closed	-$729K	–	1478
2025 Q3	$729K	Buy	160,991 +413	+0.3%	+$1.22K	0.01%	728
2025 Q2	$345K	Buy	160,578 +413	+0.3%	+$1.16K	﹤0.01%	919
2025 Q1	$700K	Buy	+160,165	New	+$722K	0.01%	689

Waverly Advisors's ADVM Position: Q4 2025 in Review

Waverly Advisors sold out of Adverum Biotechnologies (ADVM) in Q4 2025, closing a stake of 160,991 shares — an estimated $729K sold.

Waverly Advisors first reported a position in ADVM in Q1 2025 and held it in 3 quarters. The position peaked at $729K in Q3 2025. 0 funds tracked by Wall St. Rank hold ADVM as of Q4 2025.

Waverly Advisors reported no remaining Adverum Biotechnologies position as of Q4 2025 after selling out during the quarter.
Waverly Advisors sold 160,991 Adverum Biotechnologies shares in Q4 2025, an estimated $729K.
Waverly Advisors first reported a position in Adverum Biotechnologies in Q1 2025 and held it in 3 quarters.
Waverly Advisors's Adverum Biotechnologies position peaked at $729K in Q3 2025.
0 funds tracked by Wall St. Rank held Adverum Biotechnologies as of Q4 2025.

Based on Waverly Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.