Aevitas Wealth Management, Inc.
Aevitas Wealth Management, Inc. latest Q1_2021 13F filings reported $143,366,000 in market value on this 2021-04-29 report date . The portfolio quarterly return is 4.95%. This fund has 118 securities concentrations of 100% weights.
Aevitas Wealth Management, Inc. largest holding is Apple Inc. with weight of 6.14% and $8,803,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.
Portfolio Performance History
| FILE DATE | REPORT PERIOD | QTR YEAR | FILE TYPE | NOS. OF STOCKS | REPORTED VALUE | RETURN |
|---|---|---|---|---|---|---|
| 2021-04-29 | 2021-03-31 | Q1_2021 | 13F-HR | 118 | $143,366,000 | 4.95% |
| 2021-01-19 | 2020-12-31 | Q4_2020 | 13F-HR | 114 | $136,601,000 | 12.50% |
| 2020-10-22 | 2020-09-30 | Q3_2020 | 13F-HR | 107 | $121,426,000 | 12.17% |
| 2020-07-29 | 2020-06-30 | Q2_2020 | 13F-HR | 99 | $108,253,000 | 21.14% |
| 2020-04-16 | 2020-03-31 | Q1_2020 | 13F-HR | 94 | $89,360,000 | -16.01% |
| 2020-01-31 | 2019-12-31 | Q4_2019 | 13F-HR | 106 | $106,397,000 | 6.62% |
| 2019-10-21 | 2019-09-30 | Q3_2019 | 13F-HR | 103 | $99,790,000 | 0.42% |
| 2019-07-26 | 2019-06-30 | Q2_2019 | 13F-HR | 102 | $99,369,000 | -11.49% |
| 2019-05-09 | 2019-03-31 | Q1_2019 | 13F-HR | 396 | $112,274,000 | 14.82% |
| 2019-02-14 | 2018-12-31 | Q4_2018 | 13F-HR | 400 | $97,781,000 | -11.46% |
| 2018-11-14 | 2018-09-30 | Q3_2018 | 13F-HR | 454 | $110,442,000 | 7.51% |
| 2018-08-10 | 2018-06-30 | Q2_2018 | 13F-HR | 428 | $102,730,000 | 2.62% |