Avitas Wealth Management LLC Closed Holding Positions

Avitas Wealth Management LLC

  • $708 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
TDOC
Teladoc Health, Inc.

Healthcare
Q4 2021 Filed on Jan 26, 2022
5,810
$87.43 - $154.29 $508K - $896K
BIDU
Baidu, Inc.

Communication Services
Q4 2021 Filed on Jan 26, 2022
15,900
$136.3 - $180.96 $2.17M - $2.88M
PSJ
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Jan 26, 2022
2,155
N/A
AXNX
Axonics, Inc.

Healthcare
Q4 2021 Filed on Jan 26, 2022
17,416
$50.01 - $73.35 $871K - $1.28M
PACB
Pacific Biosciences Of California, Inc.

Healthcare
Q4 2021 Filed on Jan 26, 2022
84,212
$19.26 - $30.08 $1.62M - $2.53M
PENN
Penn National Gaming Inc

Consumer Cyclical
Q4 2021 Filed on Jan 26, 2022
5,041
$44.65 - $81.34 $225K - $410K
GRWG
Grow Generation Corp.

Consumer Cyclical
Q4 2021 Filed on Jan 26, 2022
17,247
$12.55 - $25.53 $216K - $440K
LUV
Southwest Airlines CO

Industrials
Q4 2021 Filed on Jan 26, 2022
42,817
$39.36 - $55.06 $1.69M - $2.36M
KRTX
Karuna Therapeutics, Inc.

Healthcare
Q4 2021 Filed on Jan 26, 2022
5,936
$110.64 - $159.4 $657K - $946K
RNG
Ring Central, Inc.

Technology
Q3 2021 Filed on Oct 28, 2021
8,462
$212.13 - $303.93 $1.8M - $2.57M
NXST
Nexstar Media Group, Inc.

Communication Services
Q3 2021 Filed on Oct 28, 2021
13,843
$136.72 - $159.49 $1.89M - $2.21M
PH
Parker Hannifin Corp

Industrials
Q3 2021 Filed on Oct 28, 2021
3,511
$279.47 - $313.39 $981K - $1.1M
MGA
Magna International Inc

Consumer Cyclical
Q3 2021 Filed on Oct 28, 2021
21,941
$74.21 - $94.14 $1.63M - $2.07M
MPC
Marathon Petroleum Corp

Energy
Q3 2021 Filed on Oct 28, 2021
85,429
$50.88 - $63.09 $4.35M - $5.39M
TAP
Molson Coors Beverage CO

Consumer Defensive
Q3 2021 Filed on Oct 28, 2021
29,580
$44.8 - $53.98 $1.33M - $1.6M
AL
Air Lease Corp

Industrials
Q3 2021 Filed on Oct 28, 2021
43,039
$36.74 - $43.51 $1.58M - $1.87M
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 28, 2021
24,463
$137.79 - $171.99 $3.37M - $4.21M
CHIQ
Global X Msci China Consumer D

ETFs
Q3 2021 Filed on Oct 28, 2021
11,931
$27.52 - $34.74 $328K - $414K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q3 2021 Filed on Oct 28, 2021
2,431
$73.87 - $92.86 $180K - $226K
PII
Polaris Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 28, 2021
4,887
$115.3 - $139.0 $563K - $679K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
Q3 2021 Filed on Oct 28, 2021
54,289
$37.92 - $47.65 $2.06M - $2.59M
PGNY
Progyny, Inc.

Healthcare
Q3 2021 Filed on Oct 28, 2021
19,216
$43.43 - $63.48 $835K - $1.22M
FTCH
Farfetch LTD

Consumer Cyclical
Q3 2021 Filed on Oct 28, 2021
49,392
$36.9 - $50.66 $1.82M - $2.5M
PSTH
Pershing Square Tontine Holdings, Ltd.

Financial Services
Q3 2021 Filed on Oct 28, 2021
58,114
$19.68 - $22.51 $1.14M - $1.31M
SPG
Simon Property Group Inc

Real Estate
Q2 2021 Filed on Jul 12, 2021
20,257
$113.38 - $135.71 $2.3M - $2.75M
BBY
Best Buy CO Inc

Consumer Cyclical
Q2 2021 Filed on Jul 12, 2021
32,615
$107.63 - $125.79 $3.51M - $4.1M
NEO
Neogenomics Inc

Healthcare
Q2 2021 Filed on Jul 12, 2021
15,541
$36.62 - $51.69 $569K - $803K
Anaplan Inc
Q2 2021 Filed on Jul 12, 2021
23,444
N/A
JETS
ETF Ser Solutions U S Global J

ETFs
Q2 2021 Filed on Jul 12, 2021
10,546
$24.07 - $27.84 $254K - $294K
PBE
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Jul 12, 2021
5,484
$68.81 - $78.81 $377K - $432K
PARA
Paramount Global

Communication Services
Q2 2021 Filed on Jul 12, 2021
51,440
$63.11 - $77.09 $3.25M - $3.97M
BMBL
Bumble Inc.

Technology
Q2 2021 Filed on Jul 12, 2021
10,134
$39.56 - $63.99 $401K - $648K
AON
Aon PLC

Financial Services
Q2 2021 Filed on Jul 12, 2021
9,567
$229.52 - $258.52 $2.2M - $2.47M
RKT
Rocket Companies, Inc.

Financial Services
Q2 2021 Filed on Jul 12, 2021
55,511
$16.58 - $22.98 $920K - $1.28M
ZI
Zoom Info Technologies Inc.

Technology
Q2 2021 Filed on Jul 12, 2021
13,439
$39.71 - $53.85 $534K - $724K
NOVA
Sunnova Energy International Inc.

Technology
Q2 2021 Filed on Jul 12, 2021
27,961
$25.96 - $41.06 $726K - $1.15M
JBLU
Jetblue Airways Corp

Industrials
Q2 2021 Filed on Jul 12, 2021
23,669
$16.71 - $21.25 $396K - $503K
LAMR
Lamar Advertising CO

Real Estate
Q2 2021 Filed on Jul 12, 2021
22,699
$95.25 - $107.32 $2.16M - $2.44M
WCLD
Wisdomtree Tr Cloud Computing

ETFs
Q2 2021 Filed on Jul 12, 2021
4,755
$44.5 - $57.05 $212K - $271K
GDRX
Good Rx Holdings, Inc.

Healthcare
Q2 2021 Filed on Jul 12, 2021
48,616
$28.27 - $41.18 $1.37M - $2M
LMND
Lemonade, Inc.

Financial Services
Q2 2021 Filed on Jul 12, 2021
11,290
$60.17 - $111.9 $679K - $1.26M
DDOG
Datadog, Inc.

Technology
Q2 2021 Filed on Jul 12, 2021
8,065
$71.36 - $107.2 $576K - $865K
MKTX
Marketaxess Holdings Inc

Financial Services
Q2 2021 Filed on Jul 12, 2021
3,681
$432.89 - $539.68 $1.59M - $1.99M
CRSP
Crispr Therapeutics Ag

Healthcare
Q2 2021 Filed on Jul 12, 2021
16,350
$100.84 - $161.89 $1.65M - $2.65M
MAR
Marriott International Inc

Consumer Cyclical
Q2 2021 Filed on Jul 12, 2021
18,568
$135.0 - $151.62 $2.51M - $2.82M
ALK
Alaska Air Group, Inc.

Industrials
Q2 2021 Filed on Jul 12, 2021
6,668
$60.13 - $73.74 $401K - $492K
DAL
Delta Air Lines, Inc.

Industrials
Q2 2021 Filed on Jul 12, 2021
67,769
$42.87 - $51.65 $2.91M - $3.5M
NVTA
Invitae Corp

Healthcare
Q2 2021 Filed on Jul 12, 2021
17,126
$26.09 - $40.4 $447K - $692K
CCL
Carnival Corp

Consumer Cyclical
Q2 2021 Filed on Jul 12, 2021
45,305
$24.78 - $31.31 $1.12M - $1.42M
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