Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.17 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FCX
Freeport Mcmoran Inc

Basic Materials
Q2 2019 Filed on Jul 19, 2019
3,747
$9.71 - $14.2 $36.4K - $53.2K
USB
Us Bancorp \De\

Financial Services
Q2 2019 Filed on Jul 19, 2019
186
$49.07 - $53.48 $9.13K - $9.95K
SHW
Sherwin Williams CO

Basic Materials
Q2 2019 Filed on Jul 19, 2019
5
$139.82 - $159.67 $699 - $798
SLV
I Shares Silver Trust

ETFs
Q2 2019 Filed on Jul 19, 2019
524
$13.46 - $14.46 $7.05K - $7.58K
AIG
American International Group, Inc.

Financial Services
Q2 2019 Filed on Jul 19, 2019
103
$43.55 - $54.25 $4.49K - $5.59K
VDE
Vanguard Energy ETF

ETFs
Q2 2019 Filed on Jul 19, 2019
246
N/A
National Oilwell Varco Inc
Q2 2019 Filed on Jul 19, 2019
275
N/A
Alps ETF Tr
Q2 2019 Filed on Jul 19, 2019
1,029
N/A
VEEV
Veeva Systems Inc

Healthcare
Q2 2019 Filed on Jul 19, 2019
110
$126.76 - $171.15 $13.9K - $18.8K
WTW
Willis Towers Watson PLC

Financial Services
Q2 2019 Filed on Jul 19, 2019
86
$173.7 - $192.31 $14.9K - $16.5K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q2 2019 Filed on Jul 19, 2019
51
N/A
Ubs Ag London Brh
Q1 2019 Filed on May 01, 2019
119
N/A
Credit Suisse Nassau Brh
Q1 2019 Filed on May 01, 2019
55
N/A
Ubs Ag London Brh
Q1 2019 Filed on May 01, 2019
113
N/A
UDR
Udr, Inc.

Real Estate
Q1 2019 Filed on May 01, 2019
400
$38.39 - $45.5 $15.4K - $18.2K
TR
Tootsie Roll Industries Inc

Consumer Defensive
Q1 2019 Filed on May 01, 2019
89
$29.76 - $35.63 $2.65K - $3.17K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
Q1 2019 Filed on May 01, 2019
1,548
$22.7 - $24.16 $35.1K - $37.4K
ROBO
Robo Global Robotics And Autom

ETFs
Q1 2019 Filed on May 01, 2019
306
N/A
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
Q1 2019 Filed on May 01, 2019
250
$13.1 - $14.41 $3.28K - $3.6K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
Q1 2019 Filed on May 01, 2019
181
$12.04 - $13.09 $2.18K - $2.37K
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
Q1 2019 Filed on May 01, 2019
443
N/A
X
United States Steel Corp

Basic Materials
Q1 2019 Filed on May 01, 2019
4,600
$18.48 - $24.12 $85K - $111K
CM
Canadian Imperial Bank Of Commerce

Financial Services
Q1 2019 Filed on May 01, 2019
42
$37.68 - $43.6 $1.58K - $1.83K
VIS
Vanguard Industrial ETF

ETFs
Q1 2019 Filed on May 01, 2019
108
N/A
FDIS
Fidelity Covington Tr Msci Con

ETFs
Q1 2019 Filed on May 01, 2019
200
N/A
IVZ
Invesco Ltd.

Financial Services
Q1 2019 Filed on May 01, 2019
50
$16.43 - $20.24 $822 - $1.01K
Owens Ill Inc
Q1 2019 Filed on May 01, 2019
2,375
N/A
BCC
Boise Cascade CO

Basic Materials
Q1 2019 Filed on May 01, 2019
2,000
$23.39 - $29.54 $46.8K - $59.1K
United States Oil Fund LP
Q1 2019 Filed on May 01, 2019
24,140
N/A
ING
Ing Groep Nv

Financial Services
Q1 2019 Filed on May 01, 2019
296
$10.65 - $13.25 $3.15K - $3.92K
Barclays Bk PLC
Q1 2019 Filed on May 01, 2019
103
N/A
Ubs Ag London Brh
Q1 2019 Filed on May 01, 2019
153
N/A
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
Q1 2019 Filed on May 01, 2019
62
N/A
FNCL
Fidelity Covington Tr Msci Fin

ETFs
Q1 2019 Filed on May 01, 2019
238
N/A
TTE
Total Energies Se

Energy
Q1 2019 Filed on May 01, 2019
74
$52.79 - $58.65 $3.91K - $4.34K
UNIT
Uniti Group Inc.

Real Estate
Q1 2019 Filed on May 01, 2019
50
$8.31 - $19.99 $416 - $999
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
Q1 2019 Filed on May 01, 2019
465
$22.92 - $24.6 $10.7K - $11.4K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q1 2019 Filed on May 01, 2019
75
N/A
EMN
Eastman Chemical CO

Basic Materials
Q1 2019 Filed on May 01, 2019
136
$71.4 - $84.6 $9.71K - $11.5K
VFH
Vanguard Financial ETF

ETFs
Q1 2019 Filed on May 01, 2019
425
N/A
Spdr Series Trust
Q1 2019 Filed on May 01, 2019
76
N/A
FIDU
Fidelity Covington Tr Msci Ind

ETFs
Q1 2019 Filed on May 01, 2019
74
$31.99 - $39.02 $2.37K - $2.89K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q1 2019 Filed on May 01, 2019
500
$40.77 - $44.9 $20.4K - $22.5K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
Q1 2019 Filed on May 01, 2019
221
$46.89 - $60.25 $10.4K - $13.3K
SAP
Sap Se

Technology
Q1 2019 Filed on May 01, 2019
100
$95.46 - $115.46 $9.55K - $11.5K
Global X Fds
Q1 2019 Filed on May 01, 2019
1,092
N/A
GWW
W.W. Grainger, Inc.

Industrials
Q1 2019 Filed on May 01, 2019
65
$268.04 - $316.62 $17.4K - $20.6K
MAR
Marriott International Inc

Consumer Cyclical
Q1 2019 Filed on May 01, 2019
225
$101.74 - $128.84 $22.9K - $29K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
Q1 2019 Filed on May 01, 2019
205
$39.87 - $45.16 $8.17K - $9.26K
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