Lido Advisors
PAVM icon

Lido Advisors’s PAVmed PAVM Stock Holding History

Lido Advisors’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
-267
Closed -$35.4K – 1412
2023
Q3 		$35.4K Buy
267
+111
+71% +$17.2K ﹤0.01% 1181
2023
Q2 		$28.5K Hold
156
– – ﹤0.01% 1195
2023
Q1 		$26.1K Buy
156
+23
+17% +$4.84K ﹤0.01% 1130
2022
Q4 		$28.8K Sell
133
-23
-15% -$8.69K ﹤0.01% 1005
2022
Q3 		$60K Buy
156
+45
+41% +$25.5K ﹤0.01% 919
2022
Q2 		$46K Hold
111
– – ﹤0.01% 915
2022
Q1 		$66K Buy
111
+89
+405% +$66.1K ﹤0.01% 975
2021
Q4 		$24K Hold
22
– – ﹤0.01% 984
2021
Q3 		$85K Buy
+22
New +$69.4K ﹤0.01% 942
2021
Q1 		– Sell
-60
Closed -$56K – 888
2020
Q4 		$56K Buy
+60
New +$51.3K ﹤0.01% 798

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

Lido Advisors's PAVM Position: Q4 2023 in Review

Lido Advisors sold out of PAVmed (PAVM) in Q4 2023, closing a stake of 267 shares — an estimated $35.4K sold.

Lido Advisors first reported a position in PAVM in Q4 2020 and held it in 10 quarters. The position peaked at $85K in Q3 2021. 23 funds tracked by Wall St. Rank hold PAVM as of Q4 2023.

  • Lido Advisors reported no remaining PAVmed position as of Q4 2023 after selling out during the quarter.
  • Lido Advisors sold 267 PAVmed shares in Q4 2023, an estimated $35.4K.
  • Lido Advisors first reported a position in PAVmed in Q4 2020 and held it in 10 quarters.
  • Lido Advisors's PAVmed position peaked at $85K in Q3 2021.
  • 23 funds tracked by Wall St. Rank held PAVmed as of Q4 2023.

Based on Lido Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.