Aevitas Wealth Management, Inc. recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
10 LAUREL AVE. WELLESLEY HILLS, MA 02481
As of the latest 13F report, the guru’s equity portfolio contained 114 stocks valued at a total of $169.00Mil. The top holdings were SHY(11.38%), MSFT(5.12%), and AAPL(4.55%).
According to GuruFocus data, these were Aevitas Wealth Management, Inc.’s top five trades of the quarter.
iShares 1-3 Year Treasury Bond ETF
The guru established a new position worth 236,956 shares in NAS:SHY, giving the stock a 11.38% weight in the equity portfolio. Shares traded for an average price of $80.83 during the quarter.
On 01/25/2023, iShares 1-3 Year Treasury Bond ETF traded for a price of $81.73 per share and a market cap of $27.71Bil. The stock has returned -2.81% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Vanguard Tax-Exempt Bond ETF
During the quarter, Aevitas Wealth Management, Inc. bought 64,731 shares of ARCA:VTEB for a total holding of 89,315. The trade had a 1.9% impact on the equity portfolio. During the quarter, the stock traded for an average price of $48.69.
On 01/25/2023, Vanguard Tax-Exempt Bond ETF traded for a price of $50.8 per share and a market cap of $25.56Bil. The stock has returned -4.06% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
During the quarter, Aevitas Wealth Management, Inc. bought 32,041 shares of ARCA:LDUR for a total holding of 66,835. The trade had a 1.79% impact on the equity portfolio. During the quarter, the stock traded for an average price of $93.77.
On 01/25/2023, PIMCO Enhanced Low Duration Active Exchange-Traded Fund traded for a price of $94.81 per share and a market cap of $1.37Bil. The stock has returned -3.85% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares 3-7 Year Treasury Bond ETF
During the quarter, Aevitas Wealth Management, Inc. bought 12,202 shares of NAS:IEI for a total holding of 25,132. The trade had a 0.83% impact on the equity portfolio. During the quarter, the stock traded for an average price of $114.33.
On 01/25/2023, iShares 3-7 Year Treasury Bond ETF traded for a price of $117.37 per share and a market cap of $12.65Bil. The stock has returned -6.48% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Invesco BulletShares 2022 Corporate Bond ETF
The guru sold out of their 46,718-share investment in NAS:BSCM. Previously, the stock had a 0.74% weight in the equity portfolio. Shares traded for an average price of $21.21 during the quarter.
On 01/25/2023, Invesco BulletShares 2022 Corporate Bond ETF traded for a price of $21.16 per share and a market cap of $1.44Bil. The stock has returned -0.89% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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