Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.17 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Babcock & Wilcox Enterpris I
Q4 2018 Filed on Feb 05, 2019
3,135
N/A
Proshares Tr Ii
Q4 2018 Filed on Feb 05, 2019
180
N/A
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
Q4 2018 Filed on Feb 05, 2019
470
N/A
TRMB
Trimble Inc.

Technology
Q4 2018 Filed on Feb 05, 2019
12
$30.16 - $43.24 $362 - $519
Maxim Integrated Prods Inc
Q4 2018 Filed on Feb 05, 2019
28
N/A
CLMT
Calumet Specialty Products Partners, L.P.

Energy
Q4 2018 Filed on Feb 05, 2019
5,000
$2.02 - $6.4 $10.1K - $32K
MRTN
Marten Transport LTD

Industrials
Q4 2018 Filed on Feb 05, 2019
32
$10.39 - $14.04 $332 - $449
AX
Axos Financial, Inc.

Financial Services
Q4 2018 Filed on Feb 05, 2019
14
$24.43 - $36.09 $342 - $505
RWR
Spdr Dow Jones Reit ETF

ETFs
Q4 2018 Filed on Feb 05, 2019
292
N/A
Virtusa Corp
Q4 2018 Filed on Feb 05, 2019
9
N/A
NLS
Nautilus, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
24
$10.27 - $13.71 $246 - $329
Weingarten Rlty Invs
Q4 2018 Filed on Feb 05, 2019
564
N/A
LCII
Lci Industries

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
28
$60.59 - $82.42 $1.7K - $2.31K
EEFT
Euronet Worldwide, Inc.

Technology
Q4 2018 Filed on Feb 05, 2019
8
$96.7 - $120.53 $774 - $964
NOBL
Proshares S&P 500 Dividend Ari

ETFs
Q4 2018 Filed on Feb 05, 2019
458
N/A
SRLN
Ssga Active Trust

ETFs
Q4 2018 Filed on Feb 05, 2019
151
N/A
ADC
Agree Realty Corp

Real Estate
Q4 2018 Filed on Feb 05, 2019
17
$51.36 - $62.39 $873 - $1.06K
TWO
Two Harbors Investment Corp.

Real Estate
Q4 2018 Filed on Feb 05, 2019
468
$12.7 - $14.94 $5.94K - $6.99K
Bemis Inc
Q4 2018 Filed on Feb 05, 2019
198
N/A
G
Genpact LTD

Technology
Q4 2018 Filed on Feb 05, 2019
48
$25.88 - $30.51 $1.24K - $1.46K
TUR
Ishares Msci Turkey ETF

ETFs
Q4 2018 Filed on Feb 05, 2019
4
$21.77 - $26.54 $87.1 - $106
HA
Hawaiian Holdings Inc

Industrials
Q4 2018 Filed on Feb 05, 2019
48
$25.04 - $40.14 $1.2K - $1.93K
ZD
Ziff Davis, Inc.

Communication Services
Q4 2018 Filed on Feb 05, 2019
16
$56.93 - $71.0 $911 - $1.14K
FCPT
Four Corners Property Trust, Inc.

Real Estate
Q4 2018 Filed on Feb 05, 2019
31
$24.85 - $28.38 $770 - $880
GAIN
Gladstone Investment Corporation\De

Financial Services
Q4 2018 Filed on Feb 05, 2019
3,500
$8.79 - $11.4 $30.8K - $39.9K
AOS
Smith A O Corp

Industrials
Q4 2018 Filed on Feb 05, 2019
12
$41.41 - $53.86 $497 - $646
WWD
Woodward, Inc.

Industrials
Q4 2018 Filed on Feb 05, 2019
8
$68.95 - $84.27 $552 - $674
ALE
Allete Inc

Utilities
Q4 2018 Filed on Feb 05, 2019
28
$73.59 - $82.32 $2.06K - $2.3K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
Q4 2018 Filed on Feb 05, 2019
98
$107.24 - $140.77 $10.5K - $13.8K
HEZU
Ishares Currency Hedged Msci E

ETFs
Q4 2018 Filed on Feb 05, 2019
11
$25.39 - $29.86 $279 - $328
EPR
Epr Properties

Real Estate
Q4 2018 Filed on Feb 05, 2019
56
$63.46 - $71.45 $3.55K - $4K
SJM
J M Smucker CO

Consumer Defensive
Q4 2018 Filed on Feb 05, 2019
53
$93.16 - $114.2 $4.94K - $6.05K
PNM
Pnm Resources Inc

Utilities
Q4 2018 Filed on Feb 05, 2019
25
$38.14 - $44.7 $954 - $1.12K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
Q4 2018 Filed on Feb 05, 2019
3,000
$16.66 - $19.1 $50K - $57.3K
ENZL
Ishares Tr Msci New Zealand Et

ETFs
Q4 2018 Filed on Feb 05, 2019
4
N/A
QTWO
Q2 Holdings, Inc.

Technology
Q4 2018 Filed on Feb 05, 2019
6
$44.22 - $57.44 $265 - $345
CE
Celanese Corp

Basic Materials
Q4 2018 Filed on Feb 05, 2019
11
$84.41 - $114.14 $929 - $1.26K
LFUS
Littelfuse Inc

Technology
Q4 2018 Filed on Feb 05, 2019
12
$155.15 - $195.58 $1.86K - $2.35K
CRI
Carters Inc

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
13
$75.76 - $99.44 $985 - $1.29K
ELY
Callaway Golf CO

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
8
$14.45 - $24.15 $116 - $193
EWH
Ishares Msci Hong Kong ETF

ETFs
Q4 2018 Filed on Feb 05, 2019
388
$21.26 - $24.05 $8.25K - $9.33K
Dell Technologies Inc
Q4 2018 Filed on Feb 05, 2019
11
N/A
XLY
Select Sector Spdr Consumer Di

ETFs
Q4 2018 Filed on Feb 05, 2019
183
N/A
HTGC
Hercules Capital, Inc.

Financial Services
Q4 2018 Filed on Feb 05, 2019
85
$10.63 - $13.28 $904 - $1.13K
Tableau Software Inc
Q4 2018 Filed on Feb 05, 2019
102
N/A
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
Q4 2018 Filed on Feb 05, 2019
65
$19.85 - $24.36 $1.29K - $1.58K
BC
Brunswick Corp

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
9
$42.61 - $66.6 $383 - $599
EPHE
Ishares Msci Philippines ETF

ETFs
Q4 2018 Filed on Feb 05, 2019
4
$28.2 - $32.3 $113 - $129
Blackstone Group L P
Q4 2018 Filed on Feb 05, 2019
1,775
N/A
Track This Portfolio

Track Destination Wealth Management Portfolio

Follow Destination Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Destination Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Destination Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email