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OneDigital Investment Advisors’s PAVmed PAVM Stock Holding History

OneDigital Investment 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
-278
Closed -$36.8K – 1129
2023
Q3 		$36.8K Sell
278
-49
-15% -$7.6K ﹤0.01% 970
2023
Q2 		$59.9K Buy
327
+77
+31% +$15.4K ﹤0.01% 988
2023
Q1 		$42.1K Buy
250
+18
+8% +$3.79K ﹤0.01% 950
2022
Q4 		$50.2K Sell
232
-19
-8% -$7.17K ﹤0.01% 808
2022
Q3 		$97K Buy
251
+18
+8% +$10.2K ﹤0.01% 728
2022
Q2 		$98K Sell
233
-13
-5% -$6.28K ﹤0.01% 682
2022
Q1 		$146K Buy
246
+7
+3% +$5.2K 0.01% 717
2021
Q4 		$265K Buy
239
+103
+76% +$224K 0.01% 633
2021
Q3 		$523K Buy
136
+56
+70% +$177K 0.02% 403
2021
Q2 		$230K Buy
80
+2
+3% +$4.72K 0.01% 637
2021
Q1 		$155K Buy
78
+52
+200% +$78.2K 0.01% 639
2020
Q4 		$25K Buy
26
+1
+4% +$855 ﹤0.01% 663
2020
Q3 		$20K Buy
+25
New +$22.2K ﹤0.01% 621

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

OneDigital Investment Advisors's PAVM Position: Q4 2023 in Review

OneDigital Investment Advisors sold out of PAVmed (PAVM) in Q4 2023, closing a stake of 278 shares — an estimated $36.8K sold.

OneDigital Investment Advisors first reported a position in PAVM in Q3 2020 and held it in 13 quarters. The position peaked at $523K in Q3 2021. 23 funds tracked by Wall St. Rank hold PAVM as of Q4 2023.

  • OneDigital Investment Advisors reported no remaining PAVmed position as of Q4 2023 after selling out during the quarter.
  • OneDigital Investment Advisors sold 278 PAVmed shares in Q4 2023, an estimated $36.8K.
  • OneDigital Investment Advisors first reported a position in PAVmed in Q3 2020 and held it in 13 quarters.
  • OneDigital Investment Advisors's PAVmed position peaked at $523K in Q3 2021.
  • 23 funds tracked by Wall St. Rank held PAVmed as of Q4 2023.

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