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Avitas Wealth Management’s Restaurant Brands International QSR Stock Holding History

Avitas Wealth Management’s Portfolio QSR Stock Details QSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-6,861
Closed -$488K – 177
2019
Q3 		$488K Buy
+6,861
New +$506K 0.13% 145

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PSCM
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T. Rowe Price Associates
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Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Avitas Wealth Management's QSR Position: Q4 2019 in Review

Avitas Wealth Management sold out of Restaurant Brands International (QSR) in Q4 2019, closing a stake of 6,861 shares — an estimated $488K sold.

Avitas Wealth Management first reported a position in QSR in Q3 2019 and held it in 1 quarter. The position peaked at $488K in Q3 2019. 392 funds tracked by Wall St. Rank hold QSR as of Q4 2019.

  • Avitas Wealth Management reported no remaining Restaurant Brands International position as of Q4 2019 after selling out during the quarter.
  • Avitas Wealth Management sold 6,861 Restaurant Brands International shares in Q4 2019, an estimated $488K.
  • Avitas Wealth Management first reported a position in Restaurant Brands International in Q3 2019 and held it in 1 quarter.
  • Avitas Wealth Management's Restaurant Brands International position peaked at $488K in Q3 2019.
  • 392 funds tracked by Wall St. Rank held Restaurant Brands International as of Q4 2019.

Based on Avitas Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.