LWAC
PAVM icon

Laurel Wealth Advisors (California)’s PAVmed PAVM Stock Holding History

Laurel Wealth Advisors (California)’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
2021
Q4 		– Sell
-59
Closed -$226K – 775
2021
Q3 		$226K Buy
+59
New +$186K 0.04% 409

Other funds holding PAVM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Laurel Wealth Advisors (California)'s PAVM Position: Q4 2021 in Review

Laurel Wealth Advisors (California) sold out of PAVmed (PAVM) in Q4 2021, closing a stake of 59 shares — an estimated $226K sold.

Laurel Wealth Advisors (California) first reported a position in PAVM in Q3 2021 and held it in 1 quarter. The position peaked at $226K in Q3 2021. 105 funds tracked by Wall St. Rank hold PAVM as of Q4 2021.

  • Laurel Wealth Advisors (California) reported no remaining PAVmed position as of Q4 2021 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 59 PAVmed shares in Q4 2021, an estimated $226K.
  • Laurel Wealth Advisors (California) first reported a position in PAVmed in Q3 2021 and held it in 1 quarter.
  • Laurel Wealth Advisors (California)'s PAVmed position peaked at $226K in Q3 2021.
  • 105 funds tracked by Wall St. Rank held PAVmed as of Q4 2021.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2021, filed 14 Feb 2022.