Whitcomb & Hess’s PAVmed PAVM Stock Holding History

Whitcomb & Hess’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	-28	Closed	-$3.68K	–	47
2023 Q3	$3.68K	Buy	28 +2	+8%	+$310	﹤0.01%	43
2023 Q2	$4.69K	Buy	26 +1	+4%	+$200	﹤0.01%	42
2023 Q1	$4.15K	Buy	+25	New	+$5.26K	﹤0.01%	42

Other funds holding PAVM

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

First Manhattan New York $36.1B AUM 11.5% 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Whitcomb & Hess's PAVM Position: Q4 2023 in Review

Whitcomb & Hess sold out of PAVmed (PAVM) in Q4 2023, closing a stake of 28 shares — an estimated $3.68K sold.

Whitcomb & Hess first reported a position in PAVM in Q1 2023 and held it in 3 quarters. The position peaked at $4.69K in Q2 2023. 23 funds tracked by Wall St. Rank hold PAVM as of Q4 2023.

Whitcomb & Hess reported no remaining PAVmed position as of Q4 2023 after selling out during the quarter.
Whitcomb & Hess sold 28 PAVmed shares in Q4 2023, an estimated $3.68K.
Whitcomb & Hess first reported a position in PAVmed in Q1 2023 and held it in 3 quarters.
Whitcomb & Hess's PAVmed position peaked at $4.69K in Q2 2023.
23 funds tracked by Wall St. Rank held PAVmed as of Q4 2023.

Based on Whitcomb & Hess's 13F filing for Q4 2023, filed 17 Jan 2024.