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Tobias Financial Advisors’s PAVmed PAVM Stock Holding History

Tobias Financial 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
-22
Closed -$2.95K – 102
2023
Q3 		$2.95K Hold
22
– – ﹤0.01% 90
2023
Q2 		$4.08K Hold
22
– – ﹤0.01% 96
2023
Q1 		$3.73K Hold
22
– – ﹤0.01% 86
2022
Q4 		$4.8K Buy
+22
New +$8.31K ﹤0.01% 80
2022
Q3 		– Sell
-22
Closed -$9K – 84
2022
Q2 		$9K Hold
22
– – ﹤0.01% 84
2022
Q1 		$13K Buy
+22
New +$16.3K ﹤0.01% 73

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

Tobias Financial Advisors's PAVM Position: Q4 2023 in Review

Tobias Financial Advisors sold out of PAVmed (PAVM) in Q4 2023, closing a stake of 22 shares — an estimated $2.95K sold.

Tobias Financial Advisors first reported a position in PAVM in Q1 2022 and held it in 6 quarters. The position peaked at $13K in Q1 2022. 23 funds tracked by Wall St. Rank hold PAVM as of Q4 2023.

  • Tobias Financial Advisors reported no remaining PAVmed position as of Q4 2023 after selling out during the quarter.
  • Tobias Financial Advisors sold 22 PAVmed shares in Q4 2023, an estimated $2.95K.
  • Tobias Financial Advisors first reported a position in PAVmed in Q1 2022 and held it in 6 quarters.
  • Tobias Financial Advisors's PAVmed position peaked at $13K in Q1 2022.
  • 23 funds tracked by Wall St. Rank held PAVmed as of Q4 2023.

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