Aevitas Wealth Management, Inc. Closed Holding Positions

Aevitas Wealth Management, Inc.

  • $169 Million
  • Q4 2022
Stock Closed Quarter Shares Sold Price Range Trade History
SONY
Sony Group Corp

Technology
Q2 2018 Filed on Aug 10, 2018
1
$45.5 - $51.7 $45.5 - $51.7
Aberdeen Gtr China Fd Inc Com
Q2 2018 Filed on Aug 10, 2018
633
N/A
SHLDQ
Sears Holdings

Consumer Cyclical
Q2 2018 Filed on Aug 10, 2018
50
N/A
SBRA
Sabra Health Care Reit, Inc.

Real Estate
Q2 2018 Filed on Aug 10, 2018
91
$17.11 - $21.97 $1.56K - $2K
PAA
Plains All American Pipeline LP

Energy
Q2 2018 Filed on Aug 10, 2018
1,130
$21.44 - $25.51 $24.2K - $28.8K
Williams Partners L P New Com Unit LTD Par
Q2 2018 Filed on Aug 10, 2018
0
N/A
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q2 2018 Filed on Aug 10, 2018
1
$284.6 - $344.99 $285 - $345
EHC
Encompass Health Corp

Healthcare
Q2 2018 Filed on Aug 10, 2018
30
$44.3 - $55.08 $1.33K - $1.65K
TPR
Tapestry, Inc.

Consumer Cyclical
Q2 2018 Filed on Aug 10, 2018
65
$43.72 - $54.64 $2.84K - $3.55K
RWT
Redwood Trust Inc

Real Estate
Q2 2018 Filed on Aug 10, 2018
1,000
$15.13 - $16.7 $15.1K - $16.7K
Time Warner Inc Com Usd0.01
Q2 2018 Filed on Aug 10, 2018
252
N/A
Validus Holding LTD Com Stk Usd0.175
Q2 2018 Filed on Aug 10, 2018
48
N/A
ADNT
Adient PLC

Consumer Cyclical
Q2 2018 Filed on Aug 10, 2018
7
$47.54 - $66.19 $333 - $463
Windstream Hldgs Inc Com New
Q2 2018 Filed on Aug 10, 2018
40
N/A
Broadcom Limited Com Npv
Q2 2018 Filed on Aug 10, 2018
3
N/A
Claymore Exchange Traded Fd Tr Guggenheim Bulletshares 2023 Corporate Bd ETF
Q2 2018 Filed on Aug 10, 2018
36,295
N/A
Westar Energy Inc Com
Q2 2018 Filed on Aug 10, 2018
10,439
N/A
Logmein Inc Com
Q2 2018 Filed on Aug 10, 2018
14
N/A
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q2 2018 Filed on Aug 10, 2018
193
N/A
Quality Care Pptys Inc Com
Q2 2018 Filed on Aug 10, 2018
334
N/A
Powershares ETF Trust Water Res Port
Q2 2018 Filed on Aug 10, 2018
600
N/A
INFY
Infosys LTD

Technology
Q2 2018 Filed on Aug 10, 2018
877
$8.31 - $9.71 $7.29K - $8.52K
HAL
Halliburton CO

Energy
Q2 2018 Filed on Aug 10, 2018
2
$44.92 - $54.4 $89.8 - $109
HMY
Harmony Gold Mining CO LTD

Basic Materials
Q2 2018 Filed on Aug 10, 2018
20
$1.52 - $2.48 $30.4 - $49.6
Frontier Communications Corp Com New
Q2 2018 Filed on Aug 10, 2018
25
N/A
Five Star Senior Living Inc Com
Q2 2018 Filed on Aug 10, 2018
8
N/A
JJSF
J&J Snack Foods Corp

Consumer Defensive
Q2 2018 Filed on Aug 10, 2018
61
$128.82 - $157.01 $7.86K - $9.58K
Fireeye Inc Com Usd0.0001
Q2 2018 Filed on Aug 10, 2018
400
N/A
EVR
Evercore Inc.

Financial Services
Q2 2018 Filed on Aug 10, 2018
301
$86.8 - $112.05 $26.1K - $33.7K
Enbridge Energy Mgmt LLC Shs Units
Q2 2018 Filed on Aug 10, 2018
1,939
N/A
LE
Lands' End, Inc.

Consumer Cyclical
Q2 2018 Filed on Aug 10, 2018
15
$18.9 - $29.9 $284 - $449
Leucadia Natl Corp
Q2 2018 Filed on Aug 10, 2018
168
N/A
Dreyfus Strategic Mun Bd Fd Inc
Q2 2018 Filed on Aug 10, 2018
59
N/A
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
Q2 2018 Filed on Aug 10, 2018
292
$8.89 - $9.57 $2.6K - $2.79K
EBAY
Ebay Inc

Consumer Cyclical
Q2 2018 Filed on Aug 10, 2018
500
$36.14 - $42.2 $18.1K - $21.1K
PKI
Perkinelmer Inc

Healthcare
Q2 2018 Filed on Aug 10, 2018
72
$72.1 - $79.39 $5.19K - $5.72K
PDCO
Patterson Companies, Inc.

Healthcare
Q2 2018 Filed on Aug 10, 2018
100
$20.92 - $24.62 $2.09K - $2.46K
NTRA
Natera, Inc.

Healthcare
Q2 2018 Filed on Aug 10, 2018
1,000
$8.79 - $19.98 $8.79K - $20K
Monsanto CO New
Q2 2018 Filed on Aug 10, 2018
5,138
N/A
EL
Estee Lauder Companies Inc

Consumer Defensive
Q2 2018 Filed on Aug 10, 2018
6
$132.59 - $158.03 $796 - $948
Versum Matls Inc
Q1 2018 Filed on May 15, 2018
77
N/A
CYBR
Cyber Ark Software Ltd.

Technology
Q1 2018 Filed on May 15, 2018
175
$40.77 - $52.04 $7.13K - $9.11K
HPE
Hewlett Packard Enterprise CO

Technology
Q1 2018 Filed on May 15, 2018
0
$14.61 - $19.41 $0 - $0
PFN
Pimco Income Strategy Fund Ii

Financial Services
Q1 2018 Filed on May 15, 2018
767
$10.08 - $10.5 $7.73K - $8.05K
Bioverativ Inc
Q1 2018 Filed on May 15, 2018
672
N/A
RYAM
Rayonier Advanced Materials Inc.

Basic Materials
Q1 2018 Filed on May 15, 2018
0
$17.78 - $21.47 $0 - $0
KMI
Kinder Morgan, Inc.

Energy
Q1 2018 Filed on May 15, 2018
1,000
$14.81 - $19.63 $14.8K - $19.6K
Ingersoll Rand PLC
Q1 2018 Filed on May 15, 2018
0
N/A
XLP
Consumer Staples Sector Spdr

ETFs
Q1 2018 Filed on May 15, 2018
505
N/A
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