Avitas Wealth Management LLC Closed Holding Positions

Avitas Wealth Management LLC

  • $708 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
STNE
Stone Co Ltd.

Technology
Q1 2021 Filed on May 13, 2021
10,300
$59.89 - $94.09 $617K - $969K
Iac Interactivecorp New
Q1 2021 Filed on May 13, 2021
12,456
N/A
Alexion Pharmaceuticals Inc
Q1 2021 Filed on May 13, 2021
17,799
N/A
NIO
Nio Inc.

Consumer Cyclical
Q1 2021 Filed on May 13, 2021
15,917
$35.21 - $62.84 $560K - $1M
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
Q1 2021 Filed on May 13, 2021
10,848
$27.11 - $27.86 $294K - $302K
BIGC
Big Commerce Holdings, Inc.

Technology
Q1 2021 Filed on May 13, 2021
5,490
$52.74 - $90.0 $290K - $494K
PD
Pager Duty, Inc.

Technology
Q1 2021 Filed on May 13, 2021
17,951
$34.08 - $56.58 $612K - $1.02M
CHGG
Chegg, Inc

Consumer Defensive
Q1 2021 Filed on May 13, 2021
9,974
$81.37 - $113.51 $812K - $1.13M
Ihs Markit LTD
Q1 2021 Filed on May 13, 2021
28,409
N/A
MASI
Masimo Corp

Healthcare
Q1 2021 Filed on May 13, 2021
2,821
$220.31 - $283.75 $621K - $800K
FSLY
Fastly, Inc.

Technology
Q1 2021 Filed on May 13, 2021
10,953
$62.05 - $117.86 $680K - $1.29M
SPLK
Splunk Inc

Technology
Q1 2021 Filed on May 13, 2021
2,725
$131.03 - $175.09 $357K - $477K
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
Q1 2021 Filed on May 13, 2021
12,400
$27.01 - $49.1 $335K - $609K
AKAM
Akamai Technologies Inc

Technology
Q1 2021 Filed on May 13, 2021
10,303
$93.41 - $120.44 $962K - $1.24M
Slack Technologies Inc
Q1 2021 Filed on May 13, 2021
33,662
N/A
CCI
Crown Castle International Corp

Real Estate
Q1 2021 Filed on May 13, 2021
4,831
$146.77 - $175.03 $709K - $846K
Stamps Com Inc
Q1 2021 Filed on May 13, 2021
2,500
N/A
NTNX
Nutanix, Inc.

Technology
Q4 2020 Filed on Feb 26, 2021
19,269
$21.37 - $33.86 $412K - $652K
BCO
Brinks CO

Industrials
Q4 2020 Filed on Feb 26, 2021
35,583
$42.18 - $73.4 $1.5M - $2.61M
RPRX
Royalty Pharma PLC

Healthcare
Q4 2020 Filed on Feb 26, 2021
28,762
$36.12 - $50.05 $1.04M - $1.44M
CTXS
Citrix Systems Inc

Technology
Q4 2020 Filed on Feb 26, 2021
2,652
$113.27 - $145.25 $300K - $385K
GILD
Gilead Sciences, Inc.

Healthcare
Q4 2020 Filed on Feb 26, 2021
32,749
$56.65 - $64.55 $1.86M - $2.11M
GO
Grocery Outlet Holding Corp.

Consumer Defensive
Q4 2020 Filed on Feb 26, 2021
9,926
$36.75 - $46.55 $365K - $462K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 26, 2021
30,783
$13.71 - $19.62 $422K - $604K
CME
Cme Group Inc.

Financial Services
Q4 2020 Filed on Feb 26, 2021
13,351
$149.56 - $184.94 $2M - $2.47M
Livongo Health Inc
Q4 2020 Filed on Feb 26, 2021
8,493
N/A
ASAN
Asana, Inc.

Technology
Q4 2020 Filed on Feb 26, 2021
9,658
$21.31 - $31.12 $206K - $301K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q4 2020 Filed on Feb 26, 2021
5,628
$53.12 - $84.4 $299K - $475K
CAR
Avis Budget Group, Inc.

Industrials
Q4 2020 Filed on Feb 26, 2021
15,463
$28.34 - $40.38 $438K - $624K
SAVE
Spirit Airlines, Inc.

Industrials
Q4 2020 Filed on Feb 26, 2021
23,982
$15.56 - $27.03 $373K - $648K
WM
Waste Management Inc

Industrials
Q4 2020 Filed on Feb 26, 2021
13,780
$106.96 - $123.38 $1.47M - $1.7M
Talend S A
Q4 2020 Filed on Feb 26, 2021
10,459
N/A
JWN
Nordstrom Inc

Consumer Cyclical
Q3 2020 Filed on Oct 06, 2020
67,532
$11.79 - $17.13 $796K - $1.16M
CG
Carlyle Group Inc.

Financial Services
Q3 2020 Filed on Oct 06, 2020
10,442
$23.57 - $29.61 $246K - $309K
AYX
Alteryx, Inc.

Technology
Q3 2020 Filed on Oct 06, 2020
1,964
$105.71 - $181.98 $208K - $357K
PAYX
Paychex Inc

Industrials
Q3 2020 Filed on Oct 06, 2020
6,819
$71.63 - $79.77 $488K - $544K
CNC
Centene Corp

Healthcare
Q3 2020 Filed on Oct 06, 2020
13,008
$54.3 - $67.74 $706K - $881K
LYFT
Lyft, Inc.

Technology
Q3 2020 Filed on Oct 06, 2020
27,633
$26.77 - $33.22 $740K - $918K
DGX
Quest Diagnostics Inc

Healthcare
Q2 2020 Filed on Jul 30, 2020
16,245
$73.34 - $122.61 $1.19M - $1.99M
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
Q2 2020 Filed on Jul 30, 2020
28,039
$28.3 - $35.2 $794K - $987K
HRC
Hill Rom Holdings, Inc.

Healthcare
Q2 2020 Filed on Jul 30, 2020
15,517
N/A
WTW
Willis Towers Watson PLC

Financial Services
Q2 2020 Filed on Jul 30, 2020
8,399
$156.19 - $206.81 $1.31M - $1.74M
GOTU
Gaotu Techedu Inc.

Consumer Defensive
Q2 2020 Filed on Jul 30, 2020
8,212
$29.01 - $59.99 $238K - $493K
PDD
Pinduoduo Inc.

Consumer Cyclical
Q2 2020 Filed on Jul 30, 2020
11,897
$35.9 - $87.58 $427K - $1.04M
Aon PLC
Q2 2020 Filed on Jul 30, 2020
9,443
N/A
LKNCY
Luckin Coffee Inc.

Consumer Cyclical
Q2 2020 Filed on Jul 30, 2020
10,823
$1.38 - $26.2 $14.9K - $284K
Interxion Holding N.V
Q1 2020 Filed on May 13, 2020
12,234
N/A
EXPO
Exponent Inc

Industrials
Q1 2020 Filed on May 13, 2020
14,867
$59.34 - $82.34 $882K - $1.22M
STZ
Constellation Brands, Inc.

Consumer Defensive
Q1 2020 Filed on May 13, 2020
18,573
$105.64 - $208.34 $1.96M - $3.87M
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