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WealthPlan Investment Management’s PAVmed PAVM Stock Holding History

WealthPlan Investment 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
2023
Q1 		– Sell
-72
Closed -$13.6K – 529
2022
Q4 		$13.6K Buy
72
+1
+1% +$378 ﹤0.01% 391
2022
Q3 		$20K Buy
+71
New +$40.2K ﹤0.01% 368
2022
Q1 		$36K Buy
+64
New +$47.6K ﹤0.01% 378

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
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 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
LCS
Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

WealthPlan Investment Management's PAVM Position: Q1 2023 in Review

WealthPlan Investment Management sold out of PAVmed (PAVM) in Q1 2023, closing a stake of 72 shares — an estimated $13.6K sold.

WealthPlan Investment Management first reported a position in PAVM in Q1 2022 and held it in 3 quarters. The position peaked at $36K in Q1 2022. 58 funds tracked by Wall St. Rank hold PAVM as of Q1 2023.

  • WealthPlan Investment Management reported no remaining PAVmed position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 72 PAVmed shares in Q1 2023, an estimated $13.6K.
  • WealthPlan Investment Management first reported a position in PAVmed in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's PAVmed position peaked at $36K in Q1 2022.
  • 58 funds tracked by Wall St. Rank held PAVmed as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.