Avitas Wealth Management LLC historic quarter change: Foreign Stocks, Added
In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 4 quarters from 2023-12-31 to 2024-12-31, Avitas Wealth Management LLC opened 2 positions, added to 4, reduced 8 and sold out of 3.
- Q3 2024: Stock RIO; Country of operation —; Class SPONSORED ADR; Shares before 26,117.
- Q2 2024: Stock TSM; Country of operation —; Class SPONSORED ADS; Shares before 4,576.
- Q1 2024: Stock RIO; Country of operation —; Class SPONSORED ADR; Shares before 32,684.
- Q1 2024: Stock JD; Country of operation —; Class SPON ADR CL A; Shares before 39,387.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1734565), 4 quarters: Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-27); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-25); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-24); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2018-06-30.
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