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TCI Wealth Advisors’s PAVmed PAVM Stock Holding History

TCI Wealth 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
Q2 		– Sell
-1
Closed -$225 – 1619
2023
Q1 		$225 Hold
1
– – ﹤0.01% 2320
2022
Q4 		$288 Sell
1
-1
-50% -$378 ﹤0.01% 2286
2022
Q3 		$1K Hold
2
– – ﹤0.01% 2136
2022
Q2 		$1K Hold
2
– – ﹤0.01% 2184
2022
Q1 		$1K Hold
2
– – ﹤0.01% 2134
2021
Q4 		$2K Hold
2
– – ﹤0.01% 2105
2021
Q3 		$8K Buy
+2
New +$6.31K ﹤0.01% 1278
2021
Q2 		– Hold
0
– – – 2237
2020
Q4 		– Sell
-2
Closed -$2K – 1624
2020
Q3 		$2K Sell
2
-1
-33% -$890 ﹤0.01% 1153
2020
Q2 		$3K Hold
3
– – ﹤0.01% 943
2020
Q1 		$3K Buy
+3
New +$2.45K ﹤0.01% 907

Other funds holding PAVM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AC
Ayrton Capital Westport, Connecticut $14.7M AUM 12.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return

TCI Wealth Advisors's PAVM Position: Q2 2023 in Review

TCI Wealth Advisors sold out of PAVmed (PAVM) in Q2 2023, closing a stake of 1 share — an estimated $225 sold.

TCI Wealth Advisors first reported a position in PAVM in Q1 2020 and held it in 10 quarters. The position peaked at $8K in Q3 2021. 55 funds tracked by Wall St. Rank hold PAVM as of Q2 2023.

  • TCI Wealth Advisors reported no remaining PAVmed position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 1 PAVmed share in Q2 2023, an estimated $225.
  • TCI Wealth Advisors first reported a position in PAVmed in Q1 2020 and held it in 10 quarters.
  • TCI Wealth Advisors's PAVmed position peaked at $8K in Q3 2021.
  • 55 funds tracked by Wall St. Rank held PAVmed as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.