Aevitas Wealth Management, Inc. Closed Holding Positions

Aevitas Wealth Management, Inc.

  • $169 Million
  • Q4 2022
Stock Closed Quarter Shares Sold Price Range Trade History
APH
Amphenol Corp

Technology
Q2 2019 Filed on Jul 26, 2019
250
$43.5 - $52.69 $10.9K - $13.2K
KBH
Kb Home

Consumer Cyclical
Q2 2019 Filed on Jul 26, 2019
260
$23.53 - $27.37 $6.12K - $7.12K
Intelsat S A
Q2 2019 Filed on Jul 26, 2019
500
N/A
Blackstone Group L P
Q2 2019 Filed on Jul 26, 2019
1,878
N/A
DUK
Duke Energy Corp

Utilities
Q2 2019 Filed on Jul 26, 2019
704
$85.53 - $91.12 $60.2K - $64.1K
PSX
Phillips 66

Energy
Q2 2019 Filed on Jul 26, 2019
825
$80.8 - $98.61 $66.7K - $81.4K
PM
Philip Morris International Inc.

Consumer Defensive
Q2 2019 Filed on Jul 26, 2019
984
$76.65 - $88.2 $75.4K - $86.8K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
Q2 2019 Filed on Jul 26, 2019
1,000
$13.46 - $16.99 $13.5K - $17K
COP
Conocophillips

Energy
Q2 2019 Filed on Jul 26, 2019
835
$57.08 - $67.69 $47.7K - $56.5K
PB
Prosperity Bancshares Inc

Financial Services
Q2 2019 Filed on Jul 26, 2019
507
$62.55 - $74.36 $31.7K - $37.7K
SNY
Sanofi

Healthcare
Q2 2019 Filed on Jul 26, 2019
800
$40.43 - $44.3 $32.3K - $35.4K
Spx Flow Inc
Q2 2019 Filed on Jul 26, 2019
8
N/A
J
Jacobs Engineering Group Inc

Industrials
Q2 2019 Filed on Jul 26, 2019
500
$73.87 - $84.39 $36.9K - $42.2K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q2 2019 Filed on Jul 26, 2019
117
$330.13 - $361.02 $38.6K - $42.2K
Spx Corp
Q2 2019 Filed on Jul 26, 2019
8
N/A
RCI
Rogers Communications Inc

Communication Services
Q2 2019 Filed on Jul 26, 2019
1,704
$48.93 - $54.38 $83.4K - $92.7K
ZD
Ziff Davis, Inc.

Communication Services
Q2 2019 Filed on Jul 26, 2019
150
$71.8 - $78.78 $10.8K - $11.8K
DTE
Dte Energy CO

Utilities
Q2 2019 Filed on Jul 26, 2019
50
$104.36 - $111.99 $5.22K - $5.6K
IDA
Idacorp Inc

Utilities
Q2 2019 Filed on Jul 26, 2019
50
$96.36 - $105.62 $4.82K - $5.28K
Raytheon CO
Q2 2019 Filed on Jul 26, 2019
169
N/A
XEL
Xcel Energy Inc

Utilities
Q2 2019 Filed on Jul 26, 2019
77
$54.68 - $61.54 $4.21K - $4.74K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
Q2 2019 Filed on Jul 26, 2019
797
N/A
AEF
Aberdeen Emerging Markets Equity Income Fund, Inc.

Financial Services
Q2 2019 Filed on Jul 26, 2019
1,094
$6.91 - $7.62 $7.56K - $8.34K
PSA
Public Storage

Real Estate
Q2 2019 Filed on Jul 26, 2019
183
$214.35 - $245.21 $39.2K - $44.9K
RYN
Rayonier Inc

Real Estate
Q2 2019 Filed on Jul 26, 2019
955
$28.08 - $32.67 $26.8K - $31.2K
SCSC
Scansource, Inc.

Technology
Q2 2019 Filed on Jul 26, 2019
200
$29.21 - $38.97 $5.84K - $7.79K
PH
Parker Hannifin Corp

Industrials
Q2 2019 Filed on Jul 26, 2019
356
$152.32 - $189.93 $54.2K - $67.6K
PK
Park Hotels & Resorts Inc.

Real Estate
Q2 2019 Filed on Jul 26, 2019
90
$27.1 - $32.98 $2.44K - $2.97K
NNN
National Retail Properties, Inc.

Real Estate
Q2 2019 Filed on Jul 26, 2019
10
$50.76 - $55.44 $508 - $554
NGG
National Grid PLC

Utilities
Q2 2019 Filed on Jul 26, 2019
1,377
$48.95 - $55.43 $67.4K - $76.3K
MU
Micron Technology Inc

Technology
Q2 2019 Filed on Jul 26, 2019
300
$32.43 - $43.9 $9.73K - $13.2K
NCR
Ncr Corp

Technology
Q2 2019 Filed on Jul 26, 2019
22
$28.26 - $32.74 $622 - $720
JEF
Jefferies Financial Group Inc.

Financial Services
Q2 2019 Filed on Jul 26, 2019
168
$16.54 - $19.34 $2.78K - $3.25K
MCHP
Microchip Technology Inc

Technology
Q2 2019 Filed on Jul 26, 2019
403
$39.55 - $50.38 $15.9K - $20.3K
MET
Metlife Inc

Financial Services
Q2 2019 Filed on Jul 26, 2019
45
$43.93 - $49.67 $1.98K - $2.24K
MCK
Mckesson Corp

Healthcare
Q2 2019 Filed on Jul 26, 2019
739
$112.47 - $134.93 $83.1K - $99.7K
Mcdermott Intl Inc
Q2 2019 Filed on Jul 26, 2019
31
N/A
MKL
Markel Corp

Financial Services
Q2 2019 Filed on Jul 26, 2019
30
$978.74 - $1095.88 $29.4K - $32.9K
LITE
Lumentum Holdings Inc.

Technology
Q2 2019 Filed on Jul 26, 2019
209
$40.47 - $63.74 $8.46K - $13.3K
LOW
Lowes Companies Inc

Consumer Cyclical
Q2 2019 Filed on Jul 26, 2019
100
$91.87 - $117.18 $9.19K - $11.7K
LLY
Eli Lilly & CO

Healthcare
Q2 2019 Filed on Jul 26, 2019
455
$110.79 - $129.32 $50.4K - $58.8K
Lightbridge Corp
Q2 2019 Filed on Jul 26, 2019
266
N/A
NVT
N Vent Electric PLC

Industrials
Q2 2019 Filed on Jul 26, 2019
20
$23.06 - $28.4 $461 - $568
Navidea Biopharmaceuticals I
Q2 2019 Filed on Jul 26, 2019
6,000
N/A
KMB
Kimberly Clark Corp

Consumer Defensive
Q2 2019 Filed on Jul 26, 2019
1,262
$121.34 - $137.79 $153K - $174K
PPL
Ppl Corp

Utilities
Q2 2019 Filed on Jul 26, 2019
956
$29.69 - $32.15 $28.4K - $30.7K
PHO
Invesco Exchange Traded Fd Tr

ETFs
Q2 2019 Filed on Jul 26, 2019
600
N/A
OXY
Occidental Petroleum Corp

Energy
Q2 2019 Filed on Jul 26, 2019
220
$47.43 - $68.37 $10.4K - $15K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
Q2 2019 Filed on Jul 26, 2019
5,930
$16.87 - $18.13 $100K - $108K
Track This Portfolio

Track Aevitas Wealth Management, Inc. Portfolio

Follow Aevitas Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aevitas Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Aevitas Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email