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Buckingham Strategic Wealth’s PAVmed PAVM Stock Holding History

Buckingham Strategic Wealth’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
2023
Q4 		– Sell
-156
Closed -$20.6K – 742
2023
Q3 		$20.6K Hold
156
– – ﹤0.01% 683
2023
Q2 		$28.5K Hold
156
– – ﹤0.01% 690
2023
Q1 		$33.6K Hold
156
– – ﹤0.01% 607
2022
Q4 		$33.6K Hold
156
– – ﹤0.01% 609
2022
Q3 		$60K Buy
156
+21
+16% +$11.9K ﹤0.01% 580
2022
Q2 		$57K Hold
135
– – ﹤0.01% 584
2022
Q1 		$80K Hold
135
– – ﹤0.01% 583
2021
Q4 		$150K Buy
135
+62
+85% +$135K ﹤0.01% 575
2021
Q3 		$282K Sell
73
-23
-24% -$72.5K 0.01% 476
2021
Q2 		$275K Sell
96
-20
-17% -$47.2K 0.01% 483
2021
Q1 		$231K Buy
116
+20
+21% +$30.1K 0.01% 487
2020
Q4 		$91K Buy
96
+5
+5% +$4.28K ﹤0.01% 523
2020
Q3 		$73K Hold
91
– – 0.01% 470
2020
Q2 		$87K Buy
91
+2
+2% +$2K 0.01% 396
2020
Q1 		$79K Buy
+89
New +$72.8K 0.01% 446

Other funds holding PAVM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Buckingham Strategic Wealth's PAVM Position: Q4 2023 in Review

Buckingham Strategic Wealth sold out of PAVmed (PAVM) in Q4 2023, closing a stake of 156 shares — an estimated $20.6K sold.

Buckingham Strategic Wealth first reported a position in PAVM in Q1 2020 and held it in 15 quarters. The position peaked at $282K in Q3 2021. 23 funds tracked by Wall St. Rank hold PAVM as of Q4 2023.

  • Buckingham Strategic Wealth reported no remaining PAVmed position as of Q4 2023 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 156 PAVmed shares in Q4 2023, an estimated $20.6K.
  • Buckingham Strategic Wealth first reported a position in PAVmed in Q1 2020 and held it in 15 quarters.
  • Buckingham Strategic Wealth's PAVmed position peaked at $282K in Q3 2021.
  • 23 funds tracked by Wall St. Rank held PAVmed as of Q4 2023.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.