Aevitas Wealth Management’s Scansource SCSC Stock Holding History

Aevitas Wealth Management’s Portfolio SCSC Stock Details SCSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-200	Closed	-$7K	–	293
2019 Q1	$7K	Hold	200	–	–	0.01%	324
2018 Q4	$7K	Hold	200	–	–	0.01%	329
2018 Q3	$8K	Hold	200	–	–	0.01%	363
2018 Q2	$8K	Hold	200	–	–	0.01%	342
2018 Q1	$7K	Hold	200	–	–	0.01%	353
2017 Q4	$7K	Buy	+200	New	+$7.81K	0.01%	351

Other funds holding SCSC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Aevitas Wealth Management sold out of Scansource (SCSC) in Q2 2019, closing a stake of 200 shares — an estimated $7K sold.

Aevitas Wealth Management first reported a position in SCSC in Q4 2017 and held it in 6 quarters. The position peaked at $8K in Q3 2018. 168 funds tracked by Wall St. Rank hold SCSC as of Q2 2019.

Aevitas Wealth Management reported no remaining Scansource position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 200 Scansource shares in Q2 2019, an estimated $7K.
Aevitas Wealth Management first reported a position in Scansource in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's Scansource position peaked at $8K in Q3 2018.
168 funds tracked by Wall St. Rank held Scansource as of Q2 2019.

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