Aevitas Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,208	Closed	-$44K	–	361
2019 Q1	$44K	Sell	1,208 -1,026	-46%	-$35.1K	0.04%	198
2018 Q4	$69K	Buy	2,234 +6	+0.3%	+$203	0.07%	150
2018 Q3	$84K	Buy	2,228 +2	+0.1%	+$73	0.08%	156
2018 Q2	$77K	Buy	2,226 +4	+0.2%	+$137	0.08%	155
2018 Q1	$73K	Buy	2,222 +4	+0.2%	+$134	0.07%	155
2017 Q4	$71K	Buy	+2,218	New	+$69.6K	0.07%	163

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

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

Aevitas Wealth Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2019, closing a stake of 1,208 shares — an estimated $44K sold.

Aevitas Wealth Management first reported a position in XLK in Q4 2017 and held it in 6 quarters. The position peaked at $84K in Q3 2018. 950 funds tracked by Wall St. Rank hold XLK as of Q2 2019.

Aevitas Wealth Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 1,208 State Street Technology Select Sector SPDR ETF shares in Q2 2019, an estimated $44K.
Aevitas Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $84K in Q3 2018.
950 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2019.

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