Avitas Wealth Management LLC Closed Holding Positions

Avitas Wealth Management LLC

  • $701 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ABB
Abb LTD

Industrials
Q2 2022 Filed on Jul 29, 2022
80,049
$26.18 - $32.93 $2.1M - $2.64M
MMM
3 M CO

Industrials
Q2 2022 Filed on Jul 29, 2022
16,293
$129.41 - $154.23 $2.11M - $2.51M
WCN
Waste Connections, Inc.

Industrials
Q2 2022 Filed on Jul 29, 2022
4,171
$114.8 - $144.89 $479K - $604K
AME
Ametek Inc

Industrials
Q2 2022 Filed on Jul 29, 2022
10,004
$107.14 - $134.38 $1.07M - $1.34M
XPEV
Xpeng Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 29, 2022
7,788
$19.82 - $35.29 $154K - $275K
SBNY
Signature Bank Corp

Financial Services
Q2 2022 Filed on Jul 29, 2022
12,593
$167.55 - $289.82 $2.11M - $3.65M
KARS
Kraneshares Tr Elec Veh & Futu

ETFs
Q2 2022 Filed on Jul 29, 2022
6,402
$32.08 - $40.47 $205K - $259K
SONO
Sonos Inc

Technology
Q2 2022 Filed on Jul 29, 2022
40,305
$18.04 - $28.29 $727K - $1.14M
PINS
Pinterest, Inc.

Communication Services
Q2 2022 Filed on Jul 29, 2022
8,296
$17.19 - $27.4 $143K - $227K
TJX
Tjx Companies Inc

Consumer Cyclical
Q2 2022 Filed on Jul 29, 2022
30,413
$54.99 - $66.78 $1.67M - $2.03M
CRL
Charles River Laboratories International, Inc.

Healthcare
Q2 2022 Filed on Jul 29, 2022
1,211
$204.13 - $302.4 $247K - $366K
IWM
Ishares Russell 2000 ETF

ETFs
Q2 2022 Filed on Jul 29, 2022
3,561
$163.9 - $207.91 $584K - $740K
FIVN
Five9, Inc.

Technology
Q2 2022 Filed on Jul 29, 2022
9,514
$82.23 - $119.09 $782K - $1.13M
SIVB
Svb Financial Group

Financial Services
Q2 2022 Filed on Jul 29, 2022
1,784
$389.13 - $547.75 $694K - $977K
EL
Estee Lauder Companies Inc

Consumer Defensive
Q2 2022 Filed on Jul 29, 2022
3,408
$229.13 - $278.62 $781K - $950K
JCI
Johnson Controls International PLC

Industrials
Q2 2022 Filed on Jul 29, 2022
22,229
$47.23 - $66.64 $1.05M - $1.48M
ITB
Ishares Tr

ETFs
Q1 2022 Filed on Apr 28, 2022
5,907
$59.26 - $81.62 $350K - $482K
Draftkings Inc
Q1 2022 Filed on Apr 28, 2022
26,517
N/A
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
Q1 2022 Filed on Apr 28, 2022
5,553
$51.8 - $70.08 $288K - $389K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2022 Filed on Apr 28, 2022
7,084
$118.44 - $131.22 $839K - $930K
BILI
Bilibili Inc.

Communication Services
Q1 2022 Filed on Apr 28, 2022
7,342
$16.96 - $44.39 $125K - $326K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
Q1 2022 Filed on Apr 28, 2022
10,909
$17.79 - $25.79 $194K - $281K
SE
Sea LTD

Consumer Cyclical
Q1 2022 Filed on Apr 28, 2022
2,765
$87.78 - $223.31 $243K - $617K
FINX
Global X Fds Fintech ETF (De)

ETFs
Q1 2022 Filed on Apr 28, 2022
6,044
$27.36 - $40.22 $165K - $243K
IIPR
Innovative Industrial Properties Inc

Real Estate
Q1 2022 Filed on Apr 28, 2022
11,890
$177.54 - $248.9 $2.11M - $2.96M
NTLA
Intellia Therapeutics, Inc.

Healthcare
Q1 2022 Filed on Apr 28, 2022
8,391
$58.27 - $118.99 $489K - $998K
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
Q1 2022 Filed on Apr 28, 2022
2,996
$125.7 - $158.38 $377K - $475K
NTRA
Natera, Inc.

Healthcare
Q1 2022 Filed on Apr 28, 2022
11,557
$30.32 - $91.33 $350K - $1.06M
MTCH
Match Group, Inc.

Communication Services
Q1 2022 Filed on Apr 28, 2022
6,731
$85.06 - $134.23 $573K - $904K
BOTZ
Global X Fds

ETFs
Q1 2022 Filed on Apr 28, 2022
7,972
$26.13 - $36.09 $208K - $288K
HYD
Vaneck High Yield Muni ETF

ETFs
Q1 2022 Filed on Apr 28, 2022
101,689
$57.28 - $62.28 $5.82M - $6.33M
TT
Trane Technologies PLC

Industrials
Q1 2022 Filed on Apr 28, 2022
15,304
$142.78 - $195.24 $2.19M - $2.99M
BNTX
Bio N Tech Se

Healthcare
Q1 2022 Filed on Apr 28, 2022
3,231
$126.25 - $231.85 $408K - $749K
CVNA
Carvana Co.

Consumer Cyclical
Q1 2022 Filed on Apr 28, 2022
2,572
$103.84 - $239.63 $267K - $616K
OKTA
Okta, Inc.

Technology
Q1 2022 Filed on Apr 28, 2022
6,998
$138.11 - $222.66 $966K - $1.56M
SNAP
Snap Inc

Communication Services
Q1 2022 Filed on Apr 28, 2022
19,957
$24.5 - $46.59 $489K - $930K
PSJ
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Jan 26, 2022
2,155
N/A
TDOC
Teladoc Health, Inc.

Healthcare
Q4 2021 Filed on Jan 26, 2022
5,810
$87.43 - $154.29 $508K - $896K
EMB
Ishares Tr

ETFs
Q4 2021 Filed on Jan 26, 2022
82,516
$106.57 - $110.92 $8.79M - $9.15M
KRTX
Karuna Therapeutics, Inc.

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

Communication Services
Q4 2021 Filed on Jan 26, 2022
15,900
$136.3 - $180.96 $2.17M - $2.88M
PENN
Penn National Gaming Inc

Consumer Cyclical
Q4 2021 Filed on Jan 26, 2022
5,041
$44.65 - $81.34 $225K - $410K
PDD
Pinduoduo Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 26, 2022
20,300
$54.01 - $100.64 $1.1M - $2.04M
GRWG
Grow Generation Corp.

Consumer Cyclical
Q4 2021 Filed on Jan 26, 2022
17,247
$12.55 - $25.53 $216K - $440K
SPLK
Splunk Inc

Technology
Q4 2021 Filed on Jan 26, 2022
21,700
$108.91 - $173.31 $2.36M - $3.76M
UAA
Under Armour, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 26, 2022
82,800
$19.94 - $26.96 $1.65M - $2.23M
W
Wayfair Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 26, 2022
2,305
$189.51 - $279.32 $437K - $644K
RCII
Rent A Center Inc De

Industrials
Q4 2021 Filed on Jan 26, 2022
42,986
$43.38 - $58.33 $1.86M - $2.51M
ZLAB
Zai Lab LTD

Healthcare
Q4 2021 Filed on Jan 26, 2022
5,508
$54.9 - $105.21 $302K - $579K
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