Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.14 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
FPX
First Trust Us Equity Opportun

ETFs
Q2 2019 Filed on Jul 19, 2019
252
$72.75 - $79.33 $18.3K - $20K
SPOT
Spotify Technology S.A.

Communication Services
Q2 2019 Filed on Jul 19, 2019
50
$121.58 - $150.04 $6.08K - $7.5K
PFM
Invesco Exchange Traded Fd Tr

ETFs
Q2 2019 Filed on Jul 19, 2019
718
$27.08 - $29.03 $19.4K - $20.8K
AFG
American Financial Group Inc

Financial Services
Q2 2019 Filed on Jul 19, 2019
27
$95.88 - $104.43 $2.59K - $2.82K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
Q2 2019 Filed on Jul 19, 2019
1,143
N/A
Ishares Tr
Q2 2019 Filed on Jul 19, 2019
4,020
N/A
Liberty Expedia Hldgs Inc
Q2 2019 Filed on Jul 19, 2019
7
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
IGR
Cbre Global Real Estate Income Fund

Financial Services
Q2 2019 Filed on Jul 19, 2019
738
$7.22 - $7.63 $5.33K - $5.63K
LBTYA
Liberty Global PLC

Communication Services
Q2 2019 Filed on Jul 19, 2019
13
$24.37 - $28.29 $317 - $368
RAAX
Vaneck ETF Trust Inflation All

ETFs
Q2 2019 Filed on Jul 19, 2019
1,106
N/A
KWEB
Kraneshares Tr Csi China Inter

ETFs
Q2 2019 Filed on Jul 19, 2019
150
N/A
TECL
Direxion Daily Technology Bull

ETFs
Q2 2019 Filed on Jul 19, 2019
190
$11.73 - $16.7 $2.23K - $3.17K
Vaneck Vectors ETF Tr
Q2 2019 Filed on Jul 19, 2019
211
N/A
ETR
Entergy Corp

Utilities
Q2 2019 Filed on Jul 19, 2019
14
$92.9 - $104.26 $1.3K - $1.46K
CLR
Continental Resources, Inc

Energy
Q2 2019 Filed on Jul 19, 2019
3
$35.0 - $51.82 $105 - $155
SYY
Sysco Corp

Consumer Defensive
Q2 2019 Filed on Jul 19, 2019
319
$66.33 - $75.49 $21.2K - $24.1K
Fireeye Inc
Q2 2019 Filed on Jul 19, 2019
100
N/A
Tc Pipelines LP
Q2 2019 Filed on Jul 19, 2019
2,321
N/A
ADSK
Autodesk, Inc.

Technology
Q2 2019 Filed on Jul 19, 2019
10
$154.82 - $178.21 $1.55K - $1.78K
MU
Micron Technology Inc

Technology
Q2 2019 Filed on Jul 19, 2019
400
$32.43 - $43.9 $13K - $17.6K
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
HEIA
Heico Crp Cl A
Q2 2019 Filed on Jul 19, 2019
2
N/A
EQIX
Equinix Inc

Real Estate
Q2 2019 Filed on Jul 19, 2019
3
$446.44 - $511.48 $1.34K - $1.53K
Gci Liberty Inc
Q2 2019 Filed on Jul 19, 2019
14
N/A
PFG
Principal Financial Group Inc

Financial Services
Q2 2019 Filed on Jul 19, 2019
192
$51.57 - $57.92 $9.9K - $11.1K
HHC
Howard Hughes Corp

Real Estate
Q2 2019 Filed on Jul 19, 2019
9
$92.59 - $131.25 $833 - $1.18K
L3 Technologies Inc
Q2 2019 Filed on Jul 19, 2019
10
N/A
Colfax Corp
Q2 2019 Filed on Jul 19, 2019
32
N/A
EQNR
Equinor Asa

Energy
Q2 2019 Filed on Jul 19, 2019
300
$19.14 - $23.88 $5.74K - $7.16K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
Q2 2019 Filed on Jul 19, 2019
47
$26.37 - $29.63 $1.24K - $1.39K
CPRT
Copart Inc

Consumer Cyclical
Q2 2019 Filed on Jul 19, 2019
33
$62.18 - $74.84 $2.05K - $2.47K
LYFT
Lyft, Inc.

Technology
Q2 2019 Filed on Jul 19, 2019
24
$48.15 - $74.45 $1.16K - $1.79K
VRSN
Verisign Inc

Technology
Q2 2019 Filed on Jul 19, 2019
12
$185.96 - $211.02 $2.23K - $2.53K
TRU
Trans Union

Industrials
Q2 2019 Filed on Jul 19, 2019
25
$63.68 - $73.51 $1.59K - $1.84K
SOXL
Direxion Daily Semiconductor B

ETFs
Q2 2019 Filed on Jul 19, 2019
120
N/A
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
Q2 2019 Filed on Jul 19, 2019
1,519
$13.25 - $15.07 $20.1K - $22.9K
SBAC
Sba Communications Corp

Real Estate
Q2 2019 Filed on Jul 19, 2019
21
$197.3 - $233.68 $4.14K - $4.91K
ROP
Roper Technologies Inc

Industrials
Q2 2019 Filed on Jul 19, 2019
5
$342.92 - $367.61 $1.71K - $1.84K
FMC
Fmc Corp

Basic Materials
Q2 2019 Filed on Jul 19, 2019
128
$70.92 - $83.38 $9.08K - $10.7K
EWP
Ishares Inc Msci Spain ETF

ETFs
Q2 2019 Filed on Jul 19, 2019
300
$28.14 - $30.05 $8.44K - $9.02K
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
Q2 2019 Filed on Jul 19, 2019
200
N/A
AL
Air Lease Corp

Industrials
Q2 2019 Filed on Jul 19, 2019
304
$35.42 - $41.34 $10.8K - $12.6K
UHAL
Amerco

Industrials
Q2 2019 Filed on Jul 19, 2019
1
$366.34 - $402.52 $366 - $403
PVH
Pvh Corp.

Consumer Cyclical
Q2 2019 Filed on Jul 19, 2019
50
$84.49 - $132.71 $4.22K - $6.64K
VMC
Vulcan Materials CO

Basic Materials
Q2 2019 Filed on Jul 19, 2019
16
$119.2 - $137.31 $1.91K - $2.2K
TRTN
Triton International LTD

Industrials
Q2 2019 Filed on Jul 19, 2019
200
$29.55 - $33.5 $5.91K - $6.7K
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