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Axiom Advisory’s PAVmed PAVM Stock Holding History

Axiom Advisory’s Portfolio PAVM Stock Details PAVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,299
Closed -$70.7K – 301
2024
Q2 		$70.7K Buy
+1,299
New +$64.8K ﹤0.01% 285
2023
Q4 		– Sell
-24
Closed -$3.25K – 38
2023
Q3 		$3.25K Hold
24
– – ﹤0.01% 34
2023
Q2 		$4.49K Hold
24
– – ﹤0.01% 35
2023
Q1 		$4.63K Hold
24
– – ﹤0.01% 30
2022
Q4 		$5.29K Hold
24
– – 0.01% 26
2022
Q3 		$9K Hold
24
– – 0.01% 26
2022
Q2 		$10K Hold
24
– – 0.01% 28
2022
Q1 		$15K Hold
24
– – 0.01% 32
2021
Q4 		$27K Buy
+24
New +$52.2K 0.02% 32

Other funds holding PAVM

First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Axiom Advisory's PAVM Position: Q3 2024 in Review

Axiom Advisory sold out of PAVmed (PAVM) in Q3 2024, closing a stake of 1,299 shares — an estimated $70.7K sold.

Axiom Advisory first reported a position in PAVM in Q4 2021 and held it in 9 quarters. The position peaked at $70.7K in Q2 2024. 19 funds tracked by Wall St. Rank hold PAVM as of Q3 2024.

  • Axiom Advisory reported no remaining PAVmed position as of Q3 2024 after selling out during the quarter.
  • Axiom Advisory sold 1,299 PAVmed shares in Q3 2024, an estimated $70.7K.
  • Axiom Advisory first reported a position in PAVmed in Q4 2021 and held it in 9 quarters.
  • Axiom Advisory's PAVmed position peaked at $70.7K in Q2 2024.
  • 19 funds tracked by Wall St. Rank held PAVmed as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.