Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.19 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
C
Citigroup Inc

Financial Services
Q2 2022 Filed on Jul 29, 2022
10,650
$45.69 - $54.09 $487K - $576K
CMCSA
Comcast Corp

Communication Services
Q2 2022 Filed on Jul 29, 2022
4,691
$37.91 - $48.11 $178K - $226K
CB
Chubb LTD

Financial Services
Q2 2022 Filed on Jul 29, 2022
1,318
$186.97 - $216.55 $246K - $285K
VGT
Vanguard Information Technolog

ETFs
Q2 2022 Filed on Jul 29, 2022
590
$315.97 - $423.43 $186K - $250K
VCIT
Vanguard Intermediate Term Cor

ETFs
Q2 2022 Filed on Jul 29, 2022
3,278
$78.1 - $85.93 $256K - $282K
SWKS
Skyworks Solutions, Inc.

Technology
Q2 2022 Filed on Jul 29, 2022
1,884
$89.75 - $134.28 $169K - $253K
TNET
Trinet Group, Inc.

Industrials
Q2 2022 Filed on Jul 29, 2022
5,732
$70.04 - $99.26 $401K - $569K
ACM
Aecom

Industrials
Q2 2022 Filed on Jul 29, 2022
4,420
$61.26 - $78.34 $271K - $346K
ABMD
Abiomed Inc

Healthcare
Q2 2022 Filed on Jul 29, 2022
777
$224.73 - $338.64 $175K - $263K
XLC
Select Sector Spdr Tr Communic

ETFs
Q2 2022 Filed on Jul 29, 2022
3,257
$53.08 - $71.2 $173K - $232K
FDN
First Tr Fd Dow Jones

ETFs
Q2 2022 Filed on Jul 29, 2022
1,289
$122.23 - $195.51 $158K - $252K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q1 2022 Filed on May 12, 2022
1,301
$157.15 - $170.51 $204K - $222K
MMM
3 M CO

Industrials
Q1 2022 Filed on May 12, 2022
1,323
$140.96 - $181.02 $186K - $239K
Xilinx Inc
Q1 2022 Filed on May 12, 2022
4,620
N/A
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q1 2022 Filed on May 12, 2022
4,090
$36.55 - $53.9 $149K - $220K
PRU
Prudential Financial Inc

Financial Services
Q1 2022 Filed on May 12, 2022
8,843
$102.05 - $121.38 $902K - $1.07M
O
Realty Income Corp

Real Estate
Q1 2022 Filed on May 12, 2022
3,000
$64.67 - $72.25 $194K - $217K
PSA
Public Storage

Real Estate
Q1 2022 Filed on May 12, 2022
714
$342.38 - $396.47 $244K - $283K
XLV
Select Sector Spdr Fund Health

ETFs
Q1 2022 Filed on May 12, 2022
2,666
$126.55 - $139.44 $337K - $372K
GM
General Motors CO

Consumer Cyclical
Q1 2022 Filed on May 12, 2022
9,838
$39.83 - $65.74 $392K - $647K
BAM
Brookfield Asset Management Inc.

Financial Services
Q1 2022 Filed on May 12, 2022
6,075
$52.13 - $60.52 $317K - $368K
VOT
Vanguard Mid Cap Growth Index

ETFs
Q1 2022 Filed on May 12, 2022
1,469
$199.76 - $251.37 $293K - $369K
SPYG
Spdr Portfolio

ETFs
Q1 2022 Filed on May 12, 2022
2,870
$59.17 - $73.03 $170K - $210K
APAM
Artisan Partners Asset Management Inc.

Financial Services
Q1 2022 Filed on May 12, 2022
7,077
$34.2 - $47.62 $242K - $337K
TFC
Truist Financial Corp

Financial Services
Q1 2022 Filed on May 12, 2022
3,528
$56.23 - $67.41 $198K - $238K
MKC
Mccormick & CO Inc

Consumer Defensive
Q1 2022 Filed on May 12, 2022
2,150
$91.94 - $104.06 $198K - $224K
ICLN
Ishares

ETFs
Q4 2021 Filed on Feb 04, 2022
10,390
$20.44 - $25.79 $212K - $268K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
Q4 2021 Filed on Feb 04, 2022
10,600
$15.63 - $17.17 $166K - $182K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2021 Filed on Oct 25, 2021
913
$145.08 - $221.87 $132K - $203K
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q3 2021 Filed on Oct 25, 2021
1,718
$144.09 - $151.79 $248K - $261K
VNT
Vontier Corp

Technology
Q3 2021 Filed on Oct 25, 2021
20,281
$31.08 - $36.85 $630K - $747K
TSCO
Tractor Supply CO

Consumer Cyclical
Q3 2021 Filed on Oct 25, 2021
1,700
$180.81 - $211.87 $307K - $360K
Ishares Gold Tr
Q2 2021 Filed on Aug 13, 2021
13,978
N/A
BNDX
Vanguard Total International B

ETFs
Q2 2021 Filed on Aug 13, 2021
11,431
$56.57 - $57.29 $647K - $655K
J P Morgan Exchange Traded F
Q2 2021 Filed on Aug 13, 2021
19,107
N/A
VTRS
Viatris Inc

Healthcare
Q2 2021 Filed on Aug 13, 2021
62,856
$12.97 - $16.15 $815K - $1.02M
BRG
Bluerock Residential Growth Reit, Inc.

Real Estate
Q2 2021 Filed on Aug 13, 2021
24,483
$8.89 - $10.42 $218K - $255K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q1 2021 Filed on May 05, 2021
4,088
$50.34 - $56.49 $206K - $231K
CHGG
Chegg, Inc

Consumer Defensive
Q4 2020 Filed on Feb 11, 2021
19,128
$66.09 - $93.89 $1.26M - $1.8M
ILMN
Illumina, Inc.

Healthcare
Q3 2020 Filed on Nov 12, 2020
944
$268.51 - $400.74 $253K - $378K
BOH
Bank Of Hawaii Corp

Financial Services
Q3 2020 Filed on Nov 12, 2020
31,993
$49.19 - $60.31 $1.57M - $1.93M
Territorial Bancorp Inc
Q3 2020 Filed on Nov 12, 2020
15,158
N/A
TMDI
Titan Medical Inc

Healthcare
Q3 2020 Filed on Nov 12, 2020
25,000
$0.62 - $0.99 $15.5K - $24.8K
MXI
Ishares Global Materials ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
25,553
$47.61 - $65.09 $1.22M - $1.66M
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q2 2020 Filed on Aug 14, 2020
26,043
$33.74 - $36.53 $879K - $951K
EMB
Ishares Tr

ETFs
Q2 2020 Filed on Aug 14, 2020
2,474
$93.85 - $109.23 $232K - $270K
FNDF
Schwab Fundamental Intl Large

ETFs
Q2 2020 Filed on Aug 14, 2020
10,926
$19.97 - $25.75 $218K - $281K
HUM
Humana Inc

Healthcare
Q2 2020 Filed on Aug 14, 2020
773
$291.63 - $410.65 $225K - $317K
BSX
Boston Scientific Corp

Healthcare
Q2 2020 Filed on Aug 14, 2020
14,153
$30.19 - $39.11 $427K - $554K
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