Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.3 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Unilever N V
Q2 2019 Filed on Jul 19, 2019
141
N/A
XMPT
Vaneck Cef Muni Income ETF

ETFs
Q2 2019 Filed on Jul 19, 2019
522
N/A
IBN
Icici Bank LTD

Financial Services
Q2 2019 Filed on Jul 19, 2019
398
$10.62 - $12.6 $4.23K - $5.01K
BFB
Brown Forman Corp Cl B
Q2 2019 Filed on Jul 19, 2019
8
N/A
KKR
Kkr & Co. Inc.

Financial Services
Q2 2019 Filed on Jul 19, 2019
452
$22.28 - $25.27 $10.1K - $11.4K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
Q2 2019 Filed on Jul 19, 2019
749
N/A
AGE
Age X Therapeutics, Inc.

Healthcare
Q2 2019 Filed on Jul 19, 2019
52,624
$2.58 - $4.92 $136K - $259K
DELL
Dell Technologies Inc.

Technology
Q2 2019 Filed on Jul 19, 2019
180
$25.66 - $35.38 $4.62K - $6.37K
Caesars Entmt Corp
Q2 2019 Filed on Jul 19, 2019
300
N/A
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q2 2019 Filed on Jul 19, 2019
8
$14.49 - $14.76 $116 - $118
LBRDA
Liberty Broadband Corp

Communication Services
Q2 2019 Filed on Jul 19, 2019
5
$91.96 - $102.84 $460 - $514
FNF
Fidelity National Financial, Inc.

Financial Services
Q2 2019 Filed on Jul 19, 2019
24
$37.52 - $41.04 $900 - $985
H
Hyatt Hotels Corp

Consumer Cyclical
Q2 2019 Filed on Jul 19, 2019
10
$71.57 - $78.76 $716 - $788
UYM
Proshares Ultra Basic Material
Q2 2019 Filed on Jul 19, 2019
0
N/A
MTD
Mettler Toledo International Inc

Healthcare
Q2 2019 Filed on Jul 19, 2019
2
$701.77 - $840.0 $1.4K - $1.68K
AIG
American International Group, Inc.

Financial Services
Q2 2019 Filed on Jul 19, 2019
103
$43.55 - $54.25 $4.49K - $5.59K
MKSI
Mks Instruments Inc

Technology
Q2 2019 Filed on Jul 19, 2019
203
$70.87 - $101.6 $14.4K - $20.6K
SATS
Echo Star Corp

Technology
Q2 2019 Filed on Jul 19, 2019
3
$29.91 - $35.92 $89.7 - $108
Contura Energy Inc
Q2 2019 Filed on Jul 19, 2019
8
N/A
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q2 2019 Filed on Jul 19, 2019
332
$29.12 - $34.56 $9.67K - $11.5K
Tc Pipelines LP
Q2 2019 Filed on Jul 19, 2019
2,321
N/A
SSO
Proshares Ultra S&P 500

ETFs
Q2 2019 Filed on Jul 19, 2019
20
N/A
ADSK
Autodesk, Inc.

Technology
Q2 2019 Filed on Jul 19, 2019
10
$154.82 - $178.21 $1.55K - $1.78K
USB
Us Bancorp \De\

Financial Services
Q2 2019 Filed on Jul 19, 2019
186
$49.07 - $53.48 $9.13K - $9.95K
VRSK
Verisk Analytics, Inc.

Industrials
Q2 2019 Filed on Jul 19, 2019
15
$134.24 - $146.87 $2.01K - $2.2K
EWI
Ishares Inc Msci Italy ETF

ETFs
Q2 2019 Filed on Jul 19, 2019
500
$25.94 - $28.58 $13K - $14.3K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q2 2019 Filed on Jul 19, 2019
51
N/A
APTV
Aptiv PLC

Consumer Cyclical
Q2 2019 Filed on Jul 19, 2019
119
$64.04 - $90.79 $7.62K - $10.8K
JNPR
Juniper Networks Inc

Technology
Q2 2019 Filed on Jul 19, 2019
161
$24.61 - $28.72 $3.96K - $4.62K
FCX
Freeport Mcmoran Inc

Basic Materials
Q2 2019 Filed on Jul 19, 2019
3,747
$9.71 - $14.2 $36.4K - $53.2K
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q2 2019 Filed on Jul 19, 2019
335
$74.25 - $92.29 $24.9K - $30.9K
MCHP
Microchip Technology Inc

Technology
Q2 2019 Filed on Jul 19, 2019
16
$39.55 - $50.38 $633 - $806
LBTYK
Liberty Global PLC

Communication Services
Q2 2019 Filed on Jul 19, 2019
25
$23.99 - $27.39 $600 - $685
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q2 2019 Filed on Jul 19, 2019
375
$27.63 - $29.26 $10.4K - $11K
FAS
Direxion Daily Financial Bull

ETFs
Q2 2019 Filed on Jul 19, 2019
290
N/A
Ihs Markit LTD
Q2 2019 Filed on Jul 19, 2019
31
N/A
CBRE
Cbre Group, Inc.

Real Estate
Q2 2019 Filed on Jul 19, 2019
58
$45.7 - $52.17 $2.65K - $3.03K
SU
Suncor Energy Inc

Energy
Q2 2019 Filed on Jul 19, 2019
2,902
$29.98 - $34.19 $87K - $99.2K
TDG
Trans Digm Group Inc

Industrials
Q2 2019 Filed on Jul 19, 2019
10
$440.95 - $497.46 $4.41K - $4.97K
LIN
Linde PLC

Basic Materials
Q2 2019 Filed on Jul 19, 2019
55
$173.35 - $204.02 $9.53K - $11.2K
INGR
Ingredion Inc

Consumer Defensive
Q2 2019 Filed on Jul 19, 2019
122
$76.16 - $94.92 $9.29K - $11.6K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
Q2 2019 Filed on Jul 19, 2019
503
N/A
WIX
Wix.Com Ltd.

Technology
Q2 2019 Filed on Jul 19, 2019
10
$118.65 - $149.04 $1.19K - $1.49K
EQIX
Equinix Inc

Real Estate
Q2 2019 Filed on Jul 19, 2019
3
$446.44 - $511.48 $1.34K - $1.53K
FPX
First Trust Us Equity Opportun

ETFs
Q2 2019 Filed on Jul 19, 2019
252
$72.75 - $79.33 $18.3K - $20K
Ishares Tr
Q2 2019 Filed on Jul 19, 2019
4,020
N/A
CVET
Covetrus, Inc.

Healthcare
Q2 2019 Filed on Jul 19, 2019
32
$22.88 - $33.27 $732 - $1.06K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
Q2 2019 Filed on Jul 19, 2019
305
$50.84 - $58.24 $15.5K - $17.8K
GME
Game Stop Corp.

Consumer Cyclical
Q2 2019 Filed on Jul 19, 2019
2,927
$1.25 - $2.59 $3.66K - $7.58K
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