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Gerber Kawasaki Wealth & Investment Management’s PAVmed PAVM Stock Holding History

Gerber Kawasaki Wealth & 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
Q4 		– Sell
-34
Closed -$4.55K – 277
2023
Q3 		$4.55K Buy
+34
New +$5.27K ﹤0.01% 255

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 $1.37B AUM 28.49% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's PAVM Position: Q4 2023 in Review

Gerber Kawasaki Wealth & Investment Management sold out of PAVmed (PAVM) in Q4 2023, closing a stake of 34 shares — an estimated $4.55K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in PAVM in Q3 2023 and held it in 1 quarter. The position peaked at $4.55K in Q3 2023. 23 funds tracked by Wall St. Rank hold PAVM as of Q4 2023.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining PAVmed position as of Q4 2023 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 34 PAVmed shares in Q4 2023, an estimated $4.55K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in PAVmed in Q3 2023 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's PAVmed position peaked at $4.55K in Q3 2023.
  • 23 funds tracked by Wall St. Rank held PAVmed as of Q4 2023.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2023, filed 13 Feb 2024.