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Total Clarity Wealth Management’s PAVmed PAVM Stock Holding History

Total Clarity 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
2022
Q3 		– Sell
-4
Closed -$2K – 755
2022
Q2 		$2K Buy
+4
New +$1.93K ﹤0.01% 937
2021
Q4 		– Sell
-67
Closed -$259K – 1038
2021
Q3 		$259K Buy
+67
New +$211K 0.12% 187
2021
Q2 		– Sell
-25
Closed -$51K – 574
2021
Q1 		$51K Buy
+25
New +$37.6K 0.03% 336

Other funds holding PAVM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
Ayrton Capital Westport, Connecticut $14.7M AUM 12.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
E
Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return

Total Clarity Wealth Management's PAVM Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of PAVmed (PAVM) in Q3 2022, closing a stake of 4 shares — an estimated $2K sold.

Total Clarity Wealth Management first reported a position in PAVM in Q1 2021 and held it in 3 quarters. The position peaked at $259K in Q3 2021. 70 funds tracked by Wall St. Rank hold PAVM as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining PAVmed position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 4 PAVmed shares in Q3 2022, an estimated $2K.
  • Total Clarity Wealth Management first reported a position in PAVmed in Q1 2021 and held it in 3 quarters.
  • Total Clarity Wealth Management's PAVmed position peaked at $259K in Q3 2021.
  • 70 funds tracked by Wall St. Rank held PAVmed as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.