Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.17 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
HPI
John Hancock Preferred Income Fund

Financial Services
Q2 2019 Filed on Jul 19, 2019
283
$22.33 - $23.63 $6.32K - $6.69K
DTE
Dte Energy CO

Utilities
Q2 2019 Filed on Jul 19, 2019
15
$104.36 - $111.99 $1.57K - $1.68K
LNT
Alliant Energy Corp

Utilities
Q2 2019 Filed on Jul 19, 2019
400
$45.9 - $50.0 $18.4K - $20K
BEN
Franklin Resources Inc

Financial Services
Q2 2019 Filed on Jul 19, 2019
504
$31.82 - $35.67 $16K - $18K
Xerox Corp
Q2 2019 Filed on Jul 19, 2019
28
N/A
MTN
Vail Resorts Inc

Consumer Cyclical
Q2 2019 Filed on Jul 19, 2019
6
$209.47 - $237.13 $1.26K - $1.42K
WELL
Welltower Inc.

Real Estate
Q2 2019 Filed on Jul 19, 2019
130
$71.76 - $84.63 $9.33K - $11K
WY
Weyerhaeuser CO

Real Estate
Q2 2019 Filed on Jul 19, 2019
200
$22.52 - $27.39 $4.5K - $5.48K
Goldcorp Inc New
Q2 2019 Filed on Jul 19, 2019
504
N/A
GME
Game Stop Corp.

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

Financial Services
Q2 2019 Filed on Jul 19, 2019
20
$94.08 - $103.55 $1.88K - $2.07K
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
OMC
Omnicom Group Inc.

Communication Services
Q2 2019 Filed on Jul 19, 2019
26
$73.51 - $83.8 $1.91K - $2.18K
Allergan PLC
Q2 2019 Filed on Jul 19, 2019
100
N/A
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q2 2019 Filed on Jul 19, 2019
26
$1650.46 - $1887.73 $42.9K - $49.1K
SYF
Synchrony Financial

Financial Services
Q2 2019 Filed on Jul 19, 2019
23
$32.27 - $35.24 $742 - $811
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
Q2 2019 Filed on Jul 19, 2019
103
N/A
FRC
First Republic Bank

Financial Services
Q2 2019 Filed on Jul 19, 2019
317
$95.27 - $106.36 $30.2K - $33.7K
MTB
M&T Bank Corp

Financial Services
Q2 2019 Filed on Jul 19, 2019
4
$159.6 - $170.64 $638 - $683
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q2 2019 Filed on Jul 19, 2019
71
$126.76 - $137.28 $9K - $9.75K
SWK
Stanley Black & Decker, Inc.

Industrials
Q2 2019 Filed on Jul 19, 2019
197
$127.22 - $153.08 $25.1K - $30.2K
DJP
Barclays Bank PLC

ETFs
Q2 2019 Filed on Jul 19, 2019
435
$21.23 - $23.28 $9.24K - $10.1K
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
LEG
Leggett & Platt Inc

Consumer Cyclical
Q2 2019 Filed on Jul 19, 2019
21
$35.51 - $43.74 $746 - $919
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q2 2019 Filed on Jul 19, 2019
400
N/A
SXC
Sun Coke Energy, Inc.

Basic Materials
Q2 2019 Filed on Jul 19, 2019
77
$7.34 - $9.14 $565 - $704
Qep Res Inc
Q2 2019 Filed on Jul 19, 2019
7,616
N/A
NOK
Nokia Corp

Technology
Q2 2019 Filed on Jul 19, 2019
111
$4.77 - $5.96 $529 - $662
MSI
Motorola Solutions, Inc.

Technology
Q2 2019 Filed on Jul 19, 2019
4
$140.63 - $166.86 $563 - $667
Micro Focus International Pl
Q2 2019 Filed on Jul 19, 2019
54
N/A
Ishares Tr
Q2 2019 Filed on Jul 19, 2019
4,020
N/A
NFG
National Fuel Gas CO

Energy
Q2 2019 Filed on Jul 19, 2019
1
$51.87 - $61.01 $51.9 - $61
KEY
Keycorp

Financial Services
Q2 2019 Filed on Jul 19, 2019
4,485
$15.97 - $17.75 $71.6K - $79.6K
SNA
Snap On Inc

Industrials
Q2 2019 Filed on Jul 19, 2019
39
$153.8 - $171.46 $6K - $6.69K
AFG
American Financial Group Inc

Financial Services
Q2 2019 Filed on Jul 19, 2019
27
$95.88 - $104.43 $2.59K - $2.82K
XLE
Energy Sector Spdr

ETFs
Q2 2019 Filed on Jul 19, 2019
162
N/A
MU
Micron Technology Inc

Technology
Q2 2019 Filed on Jul 19, 2019
400
$32.43 - $43.9 $13K - $17.6K
Dowdupont Inc
Q2 2019 Filed on Jul 19, 2019
2,334
N/A
ENB
Enbridge Inc

Energy
Q2 2019 Filed on Jul 19, 2019
697
$34.18 - $37.83 $23.8K - $26.4K
EWG
Ishares Msci Germany ETF

ETFs
Q2 2019 Filed on Jul 19, 2019
535
$26.92 - $28.95 $14.4K - $15.5K
OCX
Oncocyte Corp

Healthcare
Q2 2019 Filed on Jul 19, 2019
29,656
$2.49 - $5.45 $73.8K - $162K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q2 2019 Filed on Jul 19, 2019
66
$70.31 - $73.27 $4.64K - $4.84K
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
UNP
Union Pacific Corp

Industrials
Q2 2019 Filed on Jul 19, 2019
106
$164.74 - $179.2 $17.5K - $19K
Rite Aid Corp
Q2 2019 Filed on Jul 19, 2019
65,000
N/A
HEIA
Heico Crp Cl A
Q2 2019 Filed on Jul 19, 2019
2
N/A
Bb&T Corp
Q2 2019 Filed on Jul 19, 2019
266
N/A
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