WAM
ADVM

Wealthspire Advisors (Maryland)’s Adverum Biotechnologies ADVM Stock Holding History

Wealthspire Advisors (Maryland)’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
2016
Q4 		– Sell
-100
Closed -$4K – 1742
2016
Q3 		$4K Hold
100
– – ﹤0.01% 1416
2016
Q2 		$3K Hold
100
– – ﹤0.01% 1416
2016
Q1 		$5K Hold
100
– – ﹤0.01% 1326
2015
Q4 		$10K Buy
+100
New +$8.79K ﹤0.01% 1187

Other funds holding ADVM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
VM
VHCP Management New York $93M AUM 10.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ADVM Position: Q4 2016 in Review

Wealthspire Advisors (Maryland) sold out of Adverum Biotechnologies (ADVM) in Q4 2016, closing a stake of 100 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in ADVM in Q4 2015 and held it in 4 quarters. The position peaked at $10K in Q4 2015. 83 funds tracked by Wall St. Rank hold ADVM as of Q4 2016.

  • Wealthspire Advisors (Maryland) reported no remaining Adverum Biotechnologies position as of Q4 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 100 Adverum Biotechnologies shares in Q4 2016, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in Adverum Biotechnologies in Q4 2015 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Adverum Biotechnologies position peaked at $10K in Q4 2015.
  • 83 funds tracked by Wall St. Rank held Adverum Biotechnologies as of Q4 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2016, filed 6 Feb 2017.