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King Wealth Management Group’s PAVmed PAVM Stock Holding History

King Wealth Management Group’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
-121
Closed -$16K – 148
2023
Q3 		$16K Buy
121
+72
+147% +$11.2K ﹤0.01% 145
2023
Q2 		$9K Hold
49
– – ﹤0.01% 149
2023
Q1 		$8K Buy
49
+5
+11% +$1.05K ﹤0.01% 147
2022
Q4 		$10K Hold
44
– – ﹤0.01% 140
2022
Q3 		$17K Buy
44
+4
+10% +$2.27K ﹤0.01% 150
2022
Q2 		$17K Hold
40
– – ﹤0.01% 160
2022
Q1 		$24K Hold
40
– – ﹤0.01% 170
2021
Q4 		$44K Buy
+40
New +$86.9K 0.01% 172

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

King Wealth Management Group's PAVM Position: Q4 2023 in Review

King Wealth Management Group sold out of PAVmed (PAVM) in Q4 2023, closing a stake of 121 shares — an estimated $16K sold.

King Wealth Management Group first reported a position in PAVM in Q4 2021 and held it in 8 quarters. The position peaked at $44K in Q4 2021. 23 funds tracked by Wall St. Rank hold PAVM as of Q4 2023.

  • King Wealth Management Group reported no remaining PAVmed position as of Q4 2023 after selling out during the quarter.
  • King Wealth Management Group sold 121 PAVmed shares in Q4 2023, an estimated $16K.
  • King Wealth Management Group first reported a position in PAVmed in Q4 2021 and held it in 8 quarters.
  • King Wealth Management Group's PAVmed position peaked at $44K in Q4 2021.
  • 23 funds tracked by Wall St. Rank held PAVmed as of Q4 2023.

Based on King Wealth Management Group's 13F filing for Q4 2023, filed 8 Feb 2024.