Cetera Investment Advisers
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Cetera Investment Advisers’s PAVmed PAVM Stock Holding History

Cetera Investment Advisers’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
Q3 		– Sell
-29
Closed -$5.4K – 2274
2023
Q2 		$5.4K Hold
29
– – ﹤0.01% 2169
2023
Q1 		$4.95K Buy
29
+6
+26% +$1.26K ﹤0.01% 2147
2022
Q4 		$4.92K Buy
+23
New +$8.69K ﹤0.01% 2090
2022
Q1 		– Sell
-28
Closed -$31K – 1968
2021
Q4 		$31K Sell
28
-20
-42% -$43.5K ﹤0.01% 1835
2021
Q3 		$184K Buy
+48
New +$151K ﹤0.01% 1681

Other funds holding PAVM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
Ayrton Capital Westport, Connecticut $14.7M AUM 12.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return

Cetera Investment Advisers's PAVM Position: Q3 2023 in Review

Cetera Investment Advisers sold out of PAVmed (PAVM) in Q3 2023, closing a stake of 29 shares — an estimated $5.4K sold.

Cetera Investment Advisers first reported a position in PAVM in Q3 2021 and held it in 5 quarters. The position peaked at $184K in Q3 2021. 60 funds tracked by Wall St. Rank hold PAVM as of Q3 2023.

  • Cetera Investment Advisers reported no remaining PAVmed position as of Q3 2023 after selling out during the quarter.
  • Cetera Investment Advisers sold 29 PAVmed shares in Q3 2023, an estimated $5.4K.
  • Cetera Investment Advisers first reported a position in PAVmed in Q3 2021 and held it in 5 quarters.
  • Cetera Investment Advisers's PAVmed position peaked at $184K in Q3 2021.
  • 60 funds tracked by Wall St. Rank held PAVmed as of Q3 2023.

Based on Cetera Investment Advisers's 13F filing for Q3 2023, filed 14 Nov 2023.