Avitas Wealth Management LLC Closed Holding Positions

Avitas Wealth Management LLC

  • $708 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
TRIP
Trip Advisor, Inc.

Consumer Cyclical
Q2 2019 Filed on Jul 23, 2019
34,720
$42.27 - $56.22 $1.47M - $1.95M
URGN
Uro Gen Pharma Ltd.

Healthcare
Q2 2019 Filed on Jul 23, 2019
11,817
$32.75 - $40.35 $387K - $477K
DBX
Dropbox, Inc.

Technology
Q2 2019 Filed on Jul 23, 2019
22,911
$21.15 - $25.05 $485K - $574K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
Q2 2019 Filed on Jul 23, 2019
26,558
$18.44 - $22.51 $490K - $598K
WRK
West Rock CO

Consumer Cyclical
Q2 2019 Filed on Jul 23, 2019
64,430
$32.6 - $39.89 $2.1M - $2.57M
FTV
Fortive Corp

Technology
Q1 2019 Filed on May 01, 2019
43,281
$54.08 - $70.48 $2.34M - $3.05M
ABC
Amerisourcebergen Corp

Healthcare
Q1 2019 Filed on May 01, 2019
35,810
$73.37 - $86.85 $2.63M - $3.11M
CMA
Comerica Inc

Financial Services
Q1 2019 Filed on May 01, 2019
11,434
$69.28 - $88.31 $792K - $1.01M
SYY
Sysco Corp

Consumer Defensive
Q1 2019 Filed on May 01, 2019
14,455
$61.37 - $67.58 $887K - $977K
RMD
Resmed Inc

Healthcare
Q1 2019 Filed on May 01, 2019
5,296
$91.56 - $117.84 $485K - $624K
Dowdupont Inc
Q4 2018 Filed on Feb 08, 2019
6,327
N/A
CVLT
Commvault Systems Inc

Technology
Q4 2018 Filed on Feb 08, 2019
50,022
$53.98 - $67.83 $2.7M - $3.39M
Anadarko Pete Corp
Q4 2018 Filed on Feb 08, 2019
11,574
N/A
EFX
Equifax Inc

Industrials
Q4 2018 Filed on Feb 08, 2019
5,882
$90.0 - $132.39 $529K - $779K
Andeavor
Q4 2018 Filed on Feb 08, 2019
22,047
N/A
BP
Bp PLC

Energy
Q4 2018 Filed on Feb 08, 2019
70,425
$36.65 - $46.99 $2.58M - $3.31M
Extended Stay Amer Inc
Q4 2018 Filed on Feb 08, 2019
101,752
N/A
FBHS
Fortune Brands Home & Security, Inc.

Industrials
Q4 2018 Filed on Feb 08, 2019
34,449
$35.96 - $53.26 $1.24M - $1.83M
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
Q4 2018 Filed on Feb 08, 2019
34,057
$41.68 - $74.48 $1.42M - $2.54M
USB
Us Bancorp \De\

Financial Services
Q4 2018 Filed on Feb 08, 2019
59,377
$43.76 - $55.0 $2.6M - $3.27M
IRM
Iron Mountain Inc

Real Estate
Q4 2018 Filed on Feb 08, 2019
60,219
$30.48 - $35.02 $1.84M - $2.11M
ROBO
Robo Global Robotics And Autom

ETFs
Q4 2018 Filed on Feb 08, 2019
6,583
N/A
Veoneer Incorporated
Q4 2018 Filed on Feb 08, 2019
68,183
N/A
IEO
Ishares Tr

ETFs
Q4 2018 Filed on Feb 08, 2019
2,681
$47.66 - $78.42 $128K - $210K
Match Group Inc
Q4 2018 Filed on Feb 08, 2019
9,459
N/A
Michael Kors Hldgs LTD
Q4 2018 Filed on Feb 08, 2019
10,094
N/A
New Oriental Ed & Tech Grp I
Q4 2018 Filed on Feb 08, 2019
9,681
N/A
Spdr Series Trust
Q4 2018 Filed on Feb 08, 2019
76,453
N/A
MGM
Mgm Resorts International

Consumer Cyclical
Q4 2018 Filed on Feb 08, 2019
25,169
$21.84 - $28.17 $550K - $709K
GNTX
Gentex Corp

Consumer Cyclical
Q4 2018 Filed on Feb 08, 2019
88,265
$18.62 - $22.81 $1.64M - $2.01M
PVH
Pvh Corp.

Consumer Cyclical
Q4 2018 Filed on Feb 08, 2019
17,063
$86.83 - $141.32 $1.48M - $2.41M
IAT
Ishares Tr

ETFs
Q4 2018 Filed on Feb 08, 2019
8,838
N/A
TOL
Toll Brothers, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 08, 2019
23,480
$28.93 - $33.66 $679K - $790K
Praxair Inc
Q4 2018 Filed on Feb 08, 2019
15,010
N/A
FIZZ
National Beverage Corp

Consumer Defensive
Q4 2018 Filed on Feb 08, 2019
5,733
$35.77 - $56.61 $205K - $325K
Maxim Integrated Prods Inc
Q4 2018 Filed on Feb 08, 2019
57,193
N/A
MAS
Masco Corp

Industrials
Q3 2018 Filed on Nov 13, 2018
9,680
$36.6 - $40.33 $354K - $390K
ALV
Autoliv Inc

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
17,311
$84.0 - $106.88 $1.45M - $1.85M
Rsp Permian Inc
Q3 2018 Filed on Nov 13, 2018
16,185
N/A
UNFI
United Natural Foods Inc

Consumer Defensive
Q3 2018 Filed on Nov 13, 2018
74,782
$29.95 - $44.78 $2.24M - $3.35M
TAL
Tal Education Group

Consumer Defensive
Q3 2018 Filed on Nov 13, 2018
12,923
$24.99 - $41.15 $323K - $532K
Spectrum Brands Hldgs Inc
Q3 2018 Filed on Nov 13, 2018
32,437
N/A
CBOE
Cboe Global Markets, Inc.

Financial Services
Q3 2018 Filed on Nov 13, 2018
17,072
$92.1 - $107.18 $1.57M - $1.83M
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