Avitas Wealth Management LLC TECK β€” TECK RESOURCES LTD

Ownership history in Avitas Wealth Management LLC  Β·  2 quarters on record

AI Ownership Summary

Avitas Wealth Management LLC reported TECK RESOURCES LTD (TECK) in 2 quarterly 13F filings from 2024 Q2 through 2024 Q3. Peak portfolio weight reached 0.25% in 2024 Q3. The latest visible filing shows TECK at 0.25% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TECK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Avitas Wealth Management LLC's position in TECK RESOURCES LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

TECK was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Avitas Wealth Management LLC held TECK β€” position size vs. price
% of Fund (quarterly)    TECK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 ADDED β€” β€” β€” 33,672 +8,399 +33.2% 0.25% $1.8M 2024-10-25 $46.86
2024 Q2 INITIATED β€” β€” β€” 25,273 β€” β€” 0.18% $1.2M 2024-07-24 $44.26

FAQ About Avitas Wealth Management LLC and TECK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Avitas Wealth Management LLC reported owning TECK?

Avitas Wealth Management LLC reported TECK across 2 quarterly 13F filings, from 2024 Q2 through 2024 Q3.

What was the largest reported TECK position in Avitas Wealth Management LLC's portfolio?

The largest reported portfolio weight for TECK was 0.25% in 2024 Q3.

What is the latest reported TECK position on this page?

The most recent filing on this page is 2024 Q3, when Avitas Wealth Management LLC reported 33,672 shares, equal to 0.25% of portfolio, with an estimated market value of $1.8M.

What does the chart on this TECK ownership page compare?

The chart compares Avitas Wealth Management LLC's quarterly TECK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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