Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.3 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
TRI
Thomson Reuters Corp

Industrials
Q2 2019 Filed on Jul 19, 2019
170
$58.61 - $66.87 $9.96K - $11.4K
SXC
Sun Coke Energy, Inc.

Basic Materials
Q2 2019 Filed on Jul 19, 2019
77
$7.34 - $9.14 $565 - $704
MTB
M&T Bank Corp

Financial Services
Q2 2019 Filed on Jul 19, 2019
4
$159.6 - $170.64 $638 - $683
Columbia Ppty Tr Inc
Q2 2019 Filed on Jul 19, 2019
706
N/A
FRC
First Republic Bank

Financial Services
Q2 2019 Filed on Jul 19, 2019
317
$95.27 - $106.36 $30.2K - $33.7K
Aon PLC
Q2 2019 Filed on Jul 19, 2019
56
N/A
HSIC
Henry Schein Inc

Healthcare
Q2 2019 Filed on Jul 19, 2019
80
$60.56 - $72.06 $4.84K - $5.76K
IT
Gartner Inc

Technology
Q2 2019 Filed on Jul 19, 2019
19
$149.85 - $161.84 $2.85K - $3.07K
NFG
National Fuel Gas CO

Energy
Q2 2019 Filed on Jul 19, 2019
1
$51.87 - $61.01 $51.9 - $61
FITB
Fifth Third Bancorp

Financial Services
Q2 2019 Filed on Jul 19, 2019
315
$26.22 - $28.98 $8.26K - $9.13K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q2 2019 Filed on Jul 19, 2019
25
$8.12 - $15.72 $203 - $393
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
WY
Weyerhaeuser CO

Real Estate
Q2 2019 Filed on Jul 19, 2019
200
$22.52 - $27.39 $4.5K - $5.48K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
Q2 2019 Filed on Jul 19, 2019
1,143
N/A
MHK
Mohawk Industries Inc

Consumer Cyclical
Q2 2019 Filed on Jul 19, 2019
4
$126.82 - $152.29 $507 - $609
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q2 2019 Filed on Jul 19, 2019
204
N/A
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
BEN
Franklin Resources Inc

Financial Services
Q2 2019 Filed on Jul 19, 2019
504
$31.82 - $35.67 $16K - $18K
EWA
Ishares Msci Australia ETF

ETFs
Q2 2019 Filed on Jul 19, 2019
798
$21.25 - $22.59 $17K - $18K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q2 2019 Filed on Jul 19, 2019
184
$52.28 - $56.09 $9.62K - $10.3K
AFG
American Financial Group Inc

Financial Services
Q2 2019 Filed on Jul 19, 2019
27
$95.88 - $104.43 $2.59K - $2.82K
CVBF
Cvb Financial Corp

Financial Services
Q2 2019 Filed on Jul 19, 2019
15,667
$20.55 - $22.19 $322K - $348K
Biotime Inc
Q2 2019 Filed on Jul 19, 2019
500,245
N/A
NOK
Nokia Corp

Technology
Q2 2019 Filed on Jul 19, 2019
111
$4.77 - $5.96 $529 - $662
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q2 2019 Filed on Jul 19, 2019
200
$49.34 - $63.49 $9.87K - $12.7K
Qep Res Inc
Q2 2019 Filed on Jul 19, 2019
7,616
N/A
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q2 2019 Filed on Jul 19, 2019
400
N/A
UNP
Union Pacific Corp

Industrials
Q2 2019 Filed on Jul 19, 2019
106
$164.74 - $179.2 $17.5K - $19K
NSC
Norfolk Southern Corp

Industrials
Q2 2019 Filed on Jul 19, 2019
126
$190.77 - $206.7 $24K - $26K
Rite Aid Corp
Q2 2019 Filed on Jul 19, 2019
65,000
N/A
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
Q2 2019 Filed on Jul 19, 2019
220
$30.99 - $33.92 $6.82K - $7.46K
Goldcorp Inc New
Q2 2019 Filed on Jul 19, 2019
504
N/A
Realpage Inc
Q2 2019 Filed on Jul 19, 2019
13
N/A
DJP
Barclays Bank PLC

ETFs
Q2 2019 Filed on Jul 19, 2019
435
$21.23 - $23.28 $9.24K - $10.1K
OCX
Oncocyte Corp

Healthcare
Q2 2019 Filed on Jul 19, 2019
29,656
$2.49 - $5.45 $73.8K - $162K
Dowdupont Inc
Q2 2019 Filed on Jul 19, 2019
2,334
N/A
XLE
Energy Sector Spdr

ETFs
Q2 2019 Filed on Jul 19, 2019
162
N/A
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q2 2019 Filed on Jul 19, 2019
26
$1650.46 - $1887.73 $42.9K - $49.1K
PSTG
Pure Storage, Inc.

Technology
Q2 2019 Filed on Jul 19, 2019
1,000
$15.27 - $23.38 $15.3K - $23.4K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q2 2019 Filed on Jul 19, 2019
140
$118.17 - $124.37 $16.5K - $17.4K
HHC
Howard Hughes Corp

Real Estate
Q2 2019 Filed on Jul 19, 2019
9
$92.59 - $131.25 $833 - $1.18K
MSI
Motorola Solutions, Inc.

Technology
Q2 2019 Filed on Jul 19, 2019
4
$140.63 - $166.86 $563 - $667
SYF
Synchrony Financial

Financial Services
Q2 2019 Filed on Jul 19, 2019
23
$32.27 - $35.24 $742 - $811
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q2 2019 Filed on Jul 19, 2019
66
$70.31 - $73.27 $4.64K - $4.84K
Allergan PLC
Q2 2019 Filed on Jul 19, 2019
100
N/A
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