Valeo Financial Advisors’s PAVmed PAVM Stock Holding History

Valeo 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
2024 Q1	–	Sell	-7	Closed	-$1	–	700
2023 Q4	$1	Buy	+7	New	+$825	﹤0.01%	665

Other funds holding PAVM

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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

Axiom Advisory San Diego, California $10.7B AUM 25.51% 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

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Valeo Financial Advisors's PAVM Position: Q2 2024 in Review

Valeo Financial Advisors sold out of PAVmed (PAVM) in Q2 2024, closing a stake of 704 shares — an estimated $39.1K sold.

Valeo Financial Advisors first reported a position in PAVM in Q2 2019 and held it in 17 quarters. The position peaked at $2.63M in Q3 2021. 22 funds tracked by Wall St. Rank hold PAVM as of Q2 2024.

Valeo Financial Advisors reported no remaining PAVmed position as of Q2 2024 after selling out during the quarter.
Valeo Financial Advisors sold 704 PAVmed shares in Q2 2024, an estimated $39.1K.
Valeo Financial Advisors first reported a position in PAVmed in Q2 2019 and held it in 17 quarters.
Valeo Financial Advisors's PAVmed position peaked at $2.63M in Q3 2021.
22 funds tracked by Wall St. Rank held PAVmed as of Q2 2024.

Based on Valeo Financial Advisors's 13F filing for Q2 2024, filed 10 Jul 2024.