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Aevitas Wealth Management’s Lightbridge LTBR Stock Holding History

Aevitas Wealth Management’s Portfolio LTBR Stock Details LTBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-22
Closed – – 229
2019
Q1 		$0 Hold
22
– – ﹤0.01% 383
2018
Q4 		$0 Buy
+22
New +$213 ﹤0.01% 431
2018
Q2 		– Sell
-22
Closed – – 459
2018
Q1 		$0 Hold
22
– – ﹤0.01% 460
2017
Q4 		$0 Buy
+22
New +$281 ﹤0.01% 444

Other funds holding LTBR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Aevitas Wealth Management's LTBR Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Lightbridge (LTBR) in Q2 2019, closing a stake of 22 shares.

Aevitas Wealth Management first reported a position in LTBR in Q4 2017 and held it in 4 quarters. The position peaked at $0 in Q1 2019. 24 funds tracked by Wall St. Rank hold LTBR as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Lightbridge position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 22 Lightbridge shares in Q2 2019.
  • Aevitas Wealth Management first reported a position in Lightbridge in Q4 2017 and held it in 4 quarters.
  • Aevitas Wealth Management's Lightbridge position peaked at $0 in Q1 2019.
  • 24 funds tracked by Wall St. Rank held Lightbridge as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.