Managers / Q4 2022
Aevitas Wealth Management, Inc.
CIK 0001722117 · 10 LAUREL AVE., SUITE 100, WELLESLEY HILLS, MA, 02481 · 7812391180
Reported Value
$169.0B
Q4 2022
Positions
114
Filings on Record
17
2019–present window
Filed
Jan 24, 2023
original filing
Summary
Aevitas Wealth Management, Inc. reported $169.0B in U.S.-listed holdings across 114 positions for Q4 2022.
Its largest position, SHY, represents 11.4% of the portfolio.
Compared with Q3 2022, the fund opened 10 new positions and exited 4.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2022
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q4 2022 | $169.0B | 114 | Jan 24, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $133M | 108 | Oct 24, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $148M | 109 | Jul 22, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $164M | 116 | Apr 25, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $168M | 122 | Jan 19, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $157M | 123 | Nov 1, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $157M | 123 | Jul 22, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $143M | 118 | Apr 29, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $137M | 114 | Jan 19, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $121M | 107 | Oct 22, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $108M | 99 | Jul 29, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $89M | 94 | Apr 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $106M | 106 | Jan 31, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $100M | 103 | Oct 21, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $99M | 102 | Jul 26, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $112M | 396 | May 9, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $98M | 400 | Feb 14, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.