Aevitas Wealth Management, Inc. Buys Amazon.com Inc, Alphabet Inc, Accenture PLC, Sells Vanguard Total International Stock, Truist Financial Corp, AT&T Inc

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Jul 29, 2020
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Investment company Aevitas Wealth Management, Inc. (Current Portfolio) buys Amazon.com Inc, Alphabet Inc, Accenture PLC, Palo Alto Networks Inc, AbbVie Inc, sells Vanguard Total International Stock, Truist Financial Corp, AT&T Inc during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Aevitas Wealth Management, Inc.. As of 2020Q2, Aevitas Wealth Management, Inc. owns 98 stocks with a total value of $108 million. These are the details of the buys and sells.

For the details of Aevitas Wealth Management, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/aevitas+wealth+management%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Aevitas Wealth Management, Inc.
  1. SPDR Gold Trust (GLD) - 52,429 shares, 8.15% of the total portfolio. Shares added by 2.18%
  2. Microsoft Corp (MSFT) - 33,547 shares, 6.34% of the total portfolio. Shares added by 5.21%
  3. Apple Inc (AAPL) - 18,142 shares, 6.15% of the total portfolio. Shares reduced by 6.11%
  4. Amazon.com Inc (AMZN) - 1,977 shares, 5.06% of the total portfolio. Shares added by 27.14%
  5. PepsiCo Inc (PEP) - 30,940 shares, 3.80% of the total portfolio. Shares added by 2.87%
New Purchase: Palo Alto Networks Inc (PANW)

Aevitas Wealth Management, Inc. initiated holding in Palo Alto Networks Inc. The purchase prices were between $162.66 and $239.86, with an estimated average price of $210.57. The stock is now traded at around $250.44. The impact to a portfolio due to this purchase was 0.29%. The holding were 1,375 shares as of .

New Purchase: iShares Edge MSCI Min Vol EAFE (EFAV)

Aevitas Wealth Management, Inc. initiated holding in iShares Edge MSCI Min Vol EAFE. The purchase prices were between $58.66 and $67.92, with an estimated average price of $64.09. The stock is now traded at around $68.21. The impact to a portfolio due to this purchase was 0.27%. The holding were 4,403 shares as of .

New Purchase: Otis Worldwide Corp (OTIS)

Aevitas Wealth Management, Inc. initiated holding in Otis Worldwide Corp. The purchase prices were between $44 and $61.26, with an estimated average price of $51.55. The stock is now traded at around $62.71. The impact to a portfolio due to this purchase was 0.23%. The holding were 4,278 shares as of .

New Purchase: iShares Edge MSCI Min Vol USA (USMV)

Aevitas Wealth Management, Inc. initiated holding in iShares Edge MSCI Min Vol USA. The purchase prices were between $51.94 and $64.01, with an estimated average price of $59.26. The stock is now traded at around $63.36. The impact to a portfolio due to this purchase was 0.21%. The holding were 3,673 shares as of .

New Purchase: Vanguard Utilities (VPU)

Aevitas Wealth Management, Inc. initiated holding in Vanguard Utilities. The purchase prices were between $113.96 and $138.05, with an estimated average price of $126.6. The stock is now traded at around $132.29. The impact to a portfolio due to this purchase was 0.2%. The holding were 1,747 shares as of .

New Purchase: General Mills Inc (GIS)

Aevitas Wealth Management, Inc. initiated holding in General Mills Inc. The purchase prices were between $52.77 and $63.56, with an estimated average price of $60.14. The stock is now traded at around $64.28. The impact to a portfolio due to this purchase was 0.19%. The holding were 3,268 shares as of .

Added: Amazon.com Inc (AMZN)

Aevitas Wealth Management, Inc. added to a holding in Amazon.com Inc by 27.14%. The purchase prices were between $1906.59 and $2764.41, with an estimated average price of $2403.24. The stock is now traded at around $3027.79. The impact to a portfolio due to this purchase was 1.08%. The holding were 1,977 shares as of .

Added: Alphabet Inc (GOOG)

Aevitas Wealth Management, Inc. added to a holding in Alphabet Inc by 50.26%. The purchase prices were between $1097.88 and $1465.85, with an estimated average price of $1345.56. The stock is now traded at around $1522.11. The impact to a portfolio due to this purchase was 0.51%. The holding were 1,163 shares as of .

Added: Accenture PLC (ACN)

Aevitas Wealth Management, Inc. added to a holding in Accenture PLC by 35.92%. The purchase prices were between $152.15 and $217.32, with an estimated average price of $188.64. The stock is now traded at around $223.59. The impact to a portfolio due to this purchase was 0.43%. The holding were 8,139 shares as of .

Added: AbbVie Inc (ABBV)

Aevitas Wealth Management, Inc. added to a holding in AbbVie Inc by 68.48%. The purchase prices were between $73.37 and $98.18, with an estimated average price of $87.8. The stock is now traded at around $97.14. The impact to a portfolio due to this purchase was 0.29%. The holding were 7,248 shares as of .

Added: iShares S&P 500 Value (IVE)

Aevitas Wealth Management, Inc. added to a holding in iShares S&P 500 Value by 66.42%. The purchase prices were between $91.41 and $118.98, with an estimated average price of $105.45. The stock is now traded at around $112.96. The impact to a portfolio due to this purchase was 0.22%. The holding were 5,560 shares as of .

Added: Constellation Brands Inc (STZ)

Aevitas Wealth Management, Inc. added to a holding in Constellation Brands Inc by 21.63%. The purchase prices were between $131.22 and $185.93, with an estimated average price of $166.29. The stock is now traded at around $180.87. The impact to a portfolio due to this purchase was 0.16%. The holding were 5,595 shares as of .

Sold Out: Truist Financial Corp (TFC)

Aevitas Wealth Management, Inc. sold out a holding in Truist Financial Corp. The sale prices were between $27.21 and $46.37, with an estimated average price of $35.9.



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