Aevitas Wealth Management, Inc. Closed Holding Positions

Aevitas Wealth Management, Inc.

  • $169 Million
  • Q4 2022
Stock Closed Quarter Shares Sold Price Range Trade History
BAC
Bank Of America Corp

Financial Services
Q2 2022 Filed on Jul 22, 2022
4,903
$31.13 - $40.9 $153K - $201K
DIS
Walt Disney CO

Communication Services
Q2 2022 Filed on Jul 22, 2022
2,204
$93.29 - $138.58 $206K - $305K
SMAR
Smartsheet Inc

Technology
Q2 2022 Filed on Jul 22, 2022
4,115
$27.45 - $57.45 $113K - $236K
DHR
Danaher Corp

Healthcare
Q2 2022 Filed on Jul 22, 2022
736
$237.11 - $299.66 $175K - $221K
MDB
Mongo Db, Inc.

Technology
Q2 2022 Filed on Jul 22, 2022
651
$223.61 - $458.6 $146K - $299K
VOT
Vanguard Mid Cap Growth Index

ETFs
Q2 2022 Filed on Jul 22, 2022
1,105
N/A
IRM
Iron Mountain Inc

Real Estate
Q2 2022 Filed on Jul 22, 2022
3,894
$46.11 - $57.72 $180K - $225K
VDC
Vanguard Consumer Staples ETF

ETFs
Q1 2022 Filed on Apr 25, 2022
3,941
N/A
INTU
Intuit Inc

Technology
Q1 2022 Filed on Apr 25, 2022
677
$424.63 - $631.47 $287K - $428K
QQQ
Invesco Qqq Trust, Series 1

ETFs
Q1 2022 Filed on Apr 25, 2022
530
$318.17 - $401.68 $169K - $213K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q1 2022 Filed on Apr 25, 2022
3,918
N/A
NTLA
Intellia Therapeutics, Inc.

Healthcare
Q1 2022 Filed on Apr 25, 2022
1,850
$58.27 - $118.99 $108K - $220K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
Q1 2022 Filed on Apr 25, 2022
8,193
$20.63 - $25.93 $169K - $212K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q1 2022 Filed on Apr 25, 2022
3,869
$67.73 - $76.65 $262K - $297K
Raytheon Technologies Corp
Q1 2022 Filed on Apr 25, 2022
8,841
N/A
META
Meta Platforms, Inc.

Communication Services
Q1 2022 Filed on Apr 25, 2022
5,597
$186.63 - $338.54 $1.04M - $1.89M
SBUX
Starbucks Corp

Consumer Cyclical
Q1 2022 Filed on Apr 25, 2022
4,024
$79.29 - $116.68 $319K - $470K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q1 2022 Filed on Apr 25, 2022
5,095
N/A
Invesco Exch Trd Slf Idx Fd
Q4 2021 Filed on Jan 19, 2022
27,956
N/A
WMT
Walmart Inc.

Consumer Defensive
Q4 2021 Filed on Jan 19, 2022
1,598
$135.47 - $151.28 $216K - $242K
IWM
Ishares Russell 2000 ETF

ETFs
Q4 2021 Filed on Jan 19, 2022
924
$212.12 - $242.56 $196K - $224K
DFS
Discover Financial Services

Financial Services
Q4 2021 Filed on Jan 19, 2022
2,120
$106.13 - $132.99 $225K - $282K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q4 2021 Filed on Jan 19, 2022
22,451
$91.87 - $125.12 $2.06M - $2.81M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q4 2021 Filed on Jan 19, 2022
20,625
N/A
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q4 2021 Filed on Jan 19, 2022
4,539
$73.83 - $89.84 $335K - $408K
CRSP
Crispr Therapeutics Ag

Healthcare
Q4 2021 Filed on Jan 19, 2022
4,387
$70.09 - $111.29 $307K - $488K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q4 2021 Filed on Jan 19, 2022
13,949
$58.39 - $78.64 $814K - $1.1M
RPV
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Nov 01, 2021
6,500
$72.23 - $78.63 $469K - $511K
SLV
I Shares Silver Trust

ETFs
Q3 2021 Filed on Nov 01, 2021
9,500
$19.95 - $24.55 $190K - $233K
MO
Altria Group, Inc.

Consumer Defensive
Q2 2021 Filed on Jul 22, 2021
4,120
$46.31 - $52.31 $191K - $216K
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q2 2021 Filed on Jul 22, 2021
5,600
N/A
CMP
Compass Minerals International Inc

Basic Materials
Q1 2021 Filed on Apr 29, 2021
3,764
$58.26 - $68.72 $219K - $259K
BIIB
Biogen Inc.

Healthcare
Q4 2020 Filed on Jan 19, 2021
771
$236.26 - $355.63 $182K - $274K
WOOD
Ishares Global Timber & Forest
Q4 2020 Filed on Jan 19, 2021
8,860
N/A
VB
Vanguard Small Cap ETF

ETFs
Q4 2020 Filed on Jan 19, 2021
2,945
N/A
DSI
Ishares Msci Kld 400 Social Et

ETFs
Q4 2020 Filed on Jan 19, 2021
3,694
N/A
IVE
Ishares S&P 500 Value ETF

ETFs
Q4 2020 Filed on Jan 19, 2021
5,213
$109.93 - $128.18 $573K - $668K
United Technologies Corp
Q2 2020 Filed on Jul 29, 2020
7,916
N/A
YUM
Yum Brands Inc

Consumer Cyclical
Q1 2020 Filed on Apr 16, 2020
3,024
$56.52 - $106.78 $171K - $323K
ED
Consolidated Edison Inc

Utilities
Q1 2020 Filed on Apr 16, 2020
2,275
$65.35 - $94.74 $149K - $216K
WFC
Wells Fargo & Company

Financial Services
Q1 2020 Filed on Apr 16, 2020
5,740
$25.25 - $53.75 $145K - $309K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
Q1 2020 Filed on Apr 16, 2020
25,255
$8.28 - $13.77 $209K - $348K
VCR
Vanguard Consumer Discretionar

ETFs
Q1 2020 Filed on Apr 16, 2020
3,255
N/A
OMC
Omnicom Group Inc.

Communication Services
Q1 2020 Filed on Apr 16, 2020
2,905
$48.3 - $80.49 $140K - $234K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
Q1 2020 Filed on Apr 16, 2020
16,147
$10.56 - $23.1 $171K - $373K
AXP
American Express CO

Financial Services
Q1 2020 Filed on Apr 16, 2020
1,645
$68.96 - $136.93 $113K - $225K
CVX
Chevron Corp

Energy
Q1 2020 Filed on Apr 16, 2020
2,559
$54.22 - $121.43 $139K - $311K
Bb&T Corp
Q4 2019 Filed on Jan 31, 2020
16,453
N/A
BA
Boeing CO

Industrials
Q3 2019 Filed on Oct 21, 2019
557
$320.42 - $386.89 $178K - $215K
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