AWM
VSM

Aevitas Wealth Management’s Versum Materials, Inc. VSM Stock Holding History

Aevitas Wealth Management’s Portfolio VSM Stock Details VSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-77
Closed -$3K – 480
2017
Q4 		$3K Buy
+77
New +$3K ﹤0.01% 394

Other funds holding VSM

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Barrow, Hanley, Mewhinney & Strauss
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IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Aevitas Wealth Management's VSM Position: Q1 2018 in Review

Aevitas Wealth Management sold out of Versum Materials, Inc. (VSM) in Q1 2018, closing a stake of 77 shares — an estimated $3K sold.

Aevitas Wealth Management first reported a position in VSM in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 412 funds tracked by Wall St. Rank hold VSM as of Q1 2018.

  • Aevitas Wealth Management reported no remaining Versum Materials, Inc. position as of Q1 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 77 Versum Materials, Inc. shares in Q1 2018, an estimated $3K.
  • Aevitas Wealth Management first reported a position in Versum Materials, Inc. in Q4 2017 and held it in 1 quarter.
  • Aevitas Wealth Management's Versum Materials, Inc. position peaked at $3K in Q4 2017.
  • 412 funds tracked by Wall St. Rank held Versum Materials, Inc. as of Q1 2018.

Based on Aevitas Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.