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Financial Advocates Investment Management’s PAVmed PAVM Stock Holding History

Financial Advocates Investment Management’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
Q2 		– Sell
-33
Closed -$5.47K – 756
2023
Q1 		$5.47K Hold
33
– – ﹤0.01% 740
2022
Q4 		$7.04K Hold
33
– – ﹤0.01% 749
2022
Q3 		$13K Hold
33
– – ﹤0.01% 742
2022
Q2 		$14K Hold
33
– – ﹤0.01% 678
2022
Q1 		$19K Hold
33
– – ﹤0.01% 724
2021
Q4 		$36K Hold
33
– – ﹤0.01% 761
2021
Q3 		$125K Sell
33
-11
-25% -$34.7K 0.01% 720
2021
Q2 		$126K Hold
44
– – 0.01% 718
2021
Q1 		$87K Hold
44
– – 0.01% 734
2020
Q4 		$42K Hold
44
– – ﹤0.01% 709
2020
Q3 		$35K Buy
+44
New +$39.1K ﹤0.01% 620

Other funds holding PAVM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AC
Ayrton Capital Westport, Connecticut $14.7M AUM 12.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $3.37T AUM 44.26% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

Financial Advocates Investment Management's PAVM Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of PAVmed (PAVM) in Q2 2023, closing a stake of 33 shares — an estimated $5.47K sold.

Financial Advocates Investment Management first reported a position in PAVM in Q3 2020 and held it in 11 quarters. The position peaked at $126K in Q2 2021. 55 funds tracked by Wall St. Rank hold PAVM as of Q2 2023.

  • Financial Advocates Investment Management reported no remaining PAVmed position as of Q2 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 33 PAVmed shares in Q2 2023, an estimated $5.47K.
  • Financial Advocates Investment Management first reported a position in PAVmed in Q3 2020 and held it in 11 quarters.
  • Financial Advocates Investment Management's PAVmed position peaked at $126K in Q2 2021.
  • 55 funds tracked by Wall St. Rank held PAVmed as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.