Provident Wealth Management’s PAVmed PAVM Stock Holding History

Provident Wealth 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
2020 Q4	–	Sell	-5	Closed	-$4K	–	206
2020 Q3	$4K	Buy	+5	New	+$4.45K	﹤0.01%	214

Other funds holding PAVM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Provident Wealth Management's PAVM Position: Q4 2020 in Review

Provident Wealth Management sold out of PAVmed (PAVM) in Q4 2020, closing a stake of 5 shares — an estimated $4K sold.

Provident Wealth Management first reported a position in PAVM in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 65 funds tracked by Wall St. Rank hold PAVM as of Q4 2020.

Provident Wealth Management reported no remaining PAVmed position as of Q4 2020 after selling out during the quarter.
Provident Wealth Management sold 5 PAVmed shares in Q4 2020, an estimated $4K.
Provident Wealth Management first reported a position in PAVmed in Q3 2020 and held it in 1 quarter.
Provident Wealth Management's PAVmed position peaked at $4K in Q3 2020.
65 funds tracked by Wall St. Rank held PAVmed as of Q4 2020.

Based on Provident Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.