Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.3 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q2 2019 Filed on Jul 19, 2019
71
$126.76 - $137.28 $9K - $9.75K
HEIA
Heico Crp Cl A
Q2 2019 Filed on Jul 19, 2019
2
N/A
MU
Micron Technology Inc

Technology
Q2 2019 Filed on Jul 19, 2019
400
$32.43 - $43.9 $13K - $17.6K
MHLD
Maiden Holdings, Ltd.

Financial Services
Q2 2019 Filed on Jul 19, 2019
900
$0.5 - $0.84 $450 - $756
SWK
Stanley Black & Decker, Inc.

Industrials
Q2 2019 Filed on Jul 19, 2019
197
$127.22 - $153.08 $25.1K - $30.2K
EWG
Ishares Msci Germany ETF

ETFs
Q2 2019 Filed on Jul 19, 2019
535
$26.92 - $28.95 $14.4K - $15.5K
Columbia ETF Tr Ii
Q2 2019 Filed on Jul 19, 2019
1,416
N/A
QSR
Restaurant Brands International Inc.

Consumer Cyclical
Q2 2019 Filed on Jul 19, 2019
43
$64.9 - $70.29 $2.79K - $3.02K
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
IP
International Paper CO

Consumer Cyclical
Q2 2019 Filed on Jul 19, 2019
154
$39.27 - $45.23 $6.05K - $6.97K
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
Q2 2019 Filed on Jul 19, 2019
100
N/A
ABEV
Ambev S.A.

Consumer Defensive
Q2 2019 Filed on Jul 19, 2019
5,000
$4.04 - $4.82 $20.2K - $24.1K
HPI
John Hancock Preferred Income Fund

Financial Services
Q2 2019 Filed on Jul 19, 2019
283
$22.33 - $23.63 $6.32K - $6.69K
LFEQ
Vaneck ETF Tr Long/Flat Trend

ETFs
Q2 2019 Filed on Jul 19, 2019
1,516
N/A
RJF
Raymond James Financial Inc

Financial Services
Q2 2019 Filed on Jul 19, 2019
91
$53.43 - $61.06 $4.86K - $5.56K
SIVR
Abrdn Silver ETF Trust

ETFs
Q2 2019 Filed on Jul 19, 2019
308
$13.95 - $15.0 $4.3K - $4.62K
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q2 2019 Filed on Jul 19, 2019
143
$95.32 - $112.71 $13.6K - $16.1K
IQDE
Flexshares International Qlty

ETFs
Q2 2019 Filed on Jul 19, 2019
454
$21.34 - $22.62 $9.69K - $10.3K
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
ENB
Enbridge Inc

Energy
Q2 2019 Filed on Jul 19, 2019
697
$34.18 - $37.83 $23.8K - $26.4K
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
SIVB
Svb Financial Group

Financial Services
Q2 2019 Filed on Jul 19, 2019
38
$201.4 - $258.61 $7.65K - $9.83K
Liberty Expedia Hldgs Inc
Q2 2019 Filed on Jul 19, 2019
7
N/A
KEY
Keycorp

Financial Services
Q2 2019 Filed on Jul 19, 2019
4,485
$15.97 - $17.75 $71.6K - $79.6K
KRE
Spdr S&P Regional Banking ETF

ETFs
Q2 2019 Filed on Jul 19, 2019
250
N/A
ABB
Abb LTD

Industrials
Q2 2019 Filed on Jul 19, 2019
100
$18.18 - $20.96 $1.82K - $2.1K
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
DTE
Dte Energy CO

Utilities
Q2 2019 Filed on Jul 19, 2019
15
$104.36 - $111.99 $1.57K - $1.68K
CSIQ
Canadian Solar Inc.

Technology
Q2 2019 Filed on Jul 19, 2019
200
$17.38 - $22.36 $3.48K - $4.47K
Xerox Corp
Q2 2019 Filed on Jul 19, 2019
28
N/A
WELL
Welltower Inc.

Real Estate
Q2 2019 Filed on Jul 19, 2019
130
$71.76 - $84.63 $9.33K - $11K
Solar Sr Cap LTD
Q2 2019 Filed on Jul 19, 2019
2,646
N/A
FREL
Fidelity Covington Tr Msci Rea

ETFs
Q2 2019 Filed on Jul 19, 2019
467
$25.24 - $27.35 $11.8K - $12.8K
LYFT
Lyft, Inc.

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

Industrials
Q2 2019 Filed on Jul 19, 2019
4
$142.5 - $167.72 $570 - $671
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
Q2 2019 Filed on Jul 19, 2019
536
N/A
LEG
Leggett & Platt Inc

Consumer Cyclical
Q2 2019 Filed on Jul 19, 2019
21
$35.51 - $43.74 $746 - $919
MSCI
Msci Inc.

Financial Services
Q2 2019 Filed on Jul 19, 2019
4
$201.88 - $243.99 $808 - $976
KMX
Carmax Inc

Consumer Cyclical
Q2 2019 Filed on Jul 19, 2019
36
$69.07 - $86.86 $2.49K - $3.13K
Bb&T Corp
Q2 2019 Filed on Jul 19, 2019
266
N/A
SOXL
Direxion Daily Semiconductor B

ETFs
Q2 2019 Filed on Jul 19, 2019
120
N/A
LNT
Alliant Energy Corp

Utilities
Q2 2019 Filed on Jul 19, 2019
400
$45.9 - $50.0 $18.4K - $20K
TRU
Trans Union

Industrials
Q2 2019 Filed on Jul 19, 2019
25
$63.68 - $73.51 $1.59K - $1.84K
VRSN
Verisign Inc

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