Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.14 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
UYM
Proshares Ultra Basic Material
Q2 2019 Filed on Jul 19, 2019
0
N/A
SHW
Sherwin Williams CO

Basic Materials
Q2 2019 Filed on Jul 19, 2019
5
$139.82 - $159.67 $699 - $798
SNPS
Synopsys Inc

Technology
Q2 2019 Filed on Jul 19, 2019
6,537
$113.41 - $130.01 $741K - $850K
LTHM
Livent Corp.

Basic Materials
Q2 2019 Filed on Jul 19, 2019
164
$6.32 - $12.8 $1.04K - $2.1K
USB
Us Bancorp \De\

Financial Services
Q2 2019 Filed on Jul 19, 2019
186
$49.07 - $53.48 $9.13K - $9.95K
SSO
Proshares Ultra S&P 500

ETFs
Q2 2019 Filed on Jul 19, 2019
20
N/A
Contura Energy Inc
Q2 2019 Filed on Jul 19, 2019
8
N/A
FCX
Freeport Mcmoran Inc

Basic Materials
Q2 2019 Filed on Jul 19, 2019
3,747
$9.71 - $14.2 $36.4K - $53.2K
LIN
Linde PLC

Basic Materials
Q2 2019 Filed on Jul 19, 2019
55
$173.35 - $204.02 $9.53K - $11.2K
IBN
Icici Bank LTD

Financial Services
Q2 2019 Filed on Jul 19, 2019
398
$10.62 - $12.6 $4.23K - $5.01K
SATS
Echo Star Corp

Technology
Q2 2019 Filed on Jul 19, 2019
3
$29.91 - $35.92 $89.7 - $108
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
Q2 2019 Filed on Jul 19, 2019
562
$23.0 - $24.64 $12.9K - $13.8K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
Q2 2019 Filed on Jul 19, 2019
39
$20.11 - $22.52 $784 - $878
Credit Suisse Nassau Brh
Q2 2019 Filed on Jul 19, 2019
30
N/A
CIB
Bancolombia Sa

Financial Services
Q2 2019 Filed on Jul 19, 2019
150
$44.91 - $55.31 $6.74K - $8.3K
LFEQ
Vaneck ETF Tr Long/Flat Trend

ETFs
Q2 2019 Filed on Jul 19, 2019
1,516
N/A
CGC
Canopy Growth Corp

Healthcare
Q2 2019 Filed on Jul 19, 2019
50
$38.73 - $52.03 $1.94K - $2.6K
LBRDK
Liberty Broadband Corp

Communication Services
Q2 2019 Filed on Jul 19, 2019
7
$91.98 - $104.22 $644 - $730
XLE
Energy Sector Spdr

ETFs
Q2 2019 Filed on Jul 19, 2019
162
N/A
KMX
Carmax Inc

Consumer Cyclical
Q2 2019 Filed on Jul 19, 2019
36
$69.07 - $86.86 $2.49K - $3.13K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
Q2 2019 Filed on Jul 19, 2019
43
$64.9 - $70.29 $2.79K - $3.02K
Columbia ETF Tr Ii
Q2 2019 Filed on Jul 19, 2019
1,416
N/A
IQDE
Flexshares International Qlty

ETFs
Q2 2019 Filed on Jul 19, 2019
454
$21.34 - $22.62 $9.69K - $10.3K
SIVB
Svb Financial Group

Financial Services
Q2 2019 Filed on Jul 19, 2019
38
$201.4 - $258.61 $7.65K - $9.83K
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q2 2019 Filed on Jul 19, 2019
143
$95.32 - $112.71 $13.6K - $16.1K
Seadrill LTD
Q2 2019 Filed on Jul 19, 2019
4
N/A
GWRE
Guidewire Software, Inc.

Technology
Q2 2019 Filed on Jul 19, 2019
8
$95.15 - $108.38 $761 - $867
KRE
Spdr S&P Regional Banking ETF

ETFs
Q2 2019 Filed on Jul 19, 2019
250
N/A
SIVR
Abrdn Silver ETF Trust

ETFs
Q2 2019 Filed on Jul 19, 2019
308
$13.95 - $15.0 $4.3K - $4.62K
RJF
Raymond James Financial Inc

Financial Services
Q2 2019 Filed on Jul 19, 2019
91
$53.43 - $61.06 $4.86K - $5.56K
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q2 2019 Filed on Jul 19, 2019
48
N/A
MSCI
Msci Inc.

Financial Services
Q2 2019 Filed on Jul 19, 2019
4
$201.88 - $243.99 $808 - $976
CSIQ
Canadian Solar Inc.

Technology
Q2 2019 Filed on Jul 19, 2019
200
$17.38 - $22.36 $3.48K - $4.47K
Solar Sr Cap LTD
Q2 2019 Filed on Jul 19, 2019
2,646
N/A
TECK
Teck Resources LTD

Basic Materials
Q2 2019 Filed on Jul 19, 2019
200
$19.61 - $25.24 $3.92K - $5.05K
MCO
Moodys Corp

Financial Services
Q2 2019 Filed on Jul 19, 2019
6
$181.01 - $197.35 $1.09K - $1.18K
NTR
Nutrien Ltd.

Basic Materials
Q2 2019 Filed on Jul 19, 2019
215
$47.34 - $54.88 $10.2K - $11.8K
PNNT
Pennantpark Investment Corp

Financial Services
Q2 2019 Filed on Jul 19, 2019
8,857
$6.23 - $7.15 $55.2K - $63.3K
Teekay Lng Partners L P
Q2 2019 Filed on Jul 19, 2019
2,512
N/A
TRI
Thomson Reuters Corp

Industrials
Q2 2019 Filed on Jul 19, 2019
170
$58.61 - $66.87 $9.96K - $11.4K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
Q2 2019 Filed on Jul 19, 2019
305
$50.84 - $58.24 $15.5K - $17.8K
CVET
Covetrus, Inc.

Healthcare
Q2 2019 Filed on Jul 19, 2019
32
$22.88 - $33.27 $732 - $1.06K
FITB
Fifth Third Bancorp

Financial Services
Q2 2019 Filed on Jul 19, 2019
315
$26.22 - $28.98 $8.26K - $9.13K
NFG
National Fuel Gas CO

Energy
Q2 2019 Filed on Jul 19, 2019
1
$51.87 - $61.01 $51.9 - $61
MHK
Mohawk Industries Inc

Consumer Cyclical
Q2 2019 Filed on Jul 19, 2019
4
$126.82 - $152.29 $507 - $609
FREL
Fidelity Covington Tr Msci Rea

ETFs
Q2 2019 Filed on Jul 19, 2019
467
$25.24 - $27.35 $11.8K - $12.8K
RELX
Relx PLC

Communication Services
Q2 2019 Filed on Jul 19, 2019
250
$21.54 - $24.89 $5.39K - $6.22K
SUM
Summit Materials, Inc.

Basic Materials
Q2 2019 Filed on Jul 19, 2019
25
$13.69 - $19.25 $342 - $481
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
Q2 2019 Filed on Jul 19, 2019
536
N/A
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