Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.14 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Tableau Software Inc
Q4 2018 Filed on Feb 05, 2019
102
N/A
HEZU
Ishares Currency Hedged Msci E

ETFs
Q4 2018 Filed on Feb 05, 2019
11
$25.39 - $29.86 $279 - $328
QTWO
Q2 Holdings, Inc.

Technology
Q4 2018 Filed on Feb 05, 2019
6
$44.22 - $57.44 $265 - $345
BHC
Bausch Health Companies Inc.

Healthcare
Q4 2018 Filed on Feb 05, 2019
100
$17.64 - $28.32 $1.76K - $2.83K
GAIN
Gladstone Investment Corporation\De

Financial Services
Q4 2018 Filed on Feb 05, 2019
3,500
$8.79 - $11.4 $30.8K - $39.9K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
Q4 2018 Filed on Feb 05, 2019
65
$19.85 - $24.36 $1.29K - $1.58K
G
Genpact LTD

Technology
Q4 2018 Filed on Feb 05, 2019
48
$25.88 - $30.51 $1.24K - $1.46K
HA
Hawaiian Holdings Inc

Industrials
Q4 2018 Filed on Feb 05, 2019
48
$25.04 - $40.14 $1.2K - $1.93K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
Q4 2018 Filed on Feb 05, 2019
458
N/A
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
89
$20.26 - $27.04 $1.8K - $2.41K
RL
Ralph Lauren Corp

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
12
$96.2 - $136.8 $1.15K - $1.64K
EEFT
Euronet Worldwide, Inc.

Technology
Q4 2018 Filed on Feb 05, 2019
8
$96.7 - $120.53 $774 - $964
Navios Maritime Midstream LP
Q4 2018 Filed on Feb 05, 2019
1,000
N/A
Maxim Integrated Prods Inc
Q4 2018 Filed on Feb 05, 2019
28
N/A
EIDO
Ishares Tr Msci Indonesia ETF

ETFs
Q4 2018 Filed on Feb 05, 2019
13
N/A
Peoples United Financial Inc
Q4 2018 Filed on Feb 05, 2019
89
N/A
WU
Western Union CO

Financial Services
Q4 2018 Filed on Feb 05, 2019
400
$16.55 - $19.08 $6.62K - $7.63K
Dell Technologies Inc
Q4 2018 Filed on Feb 05, 2019
11
N/A
FCPT
Four Corners Property Trust, Inc.

Real Estate
Q4 2018 Filed on Feb 05, 2019
31
$24.85 - $28.38 $770 - $880
ENZL
Ishares Tr Msci New Zealand Et

ETFs
Q4 2018 Filed on Feb 05, 2019
4
N/A
DVA
Davita Inc.

Healthcare
Q4 2018 Filed on Feb 05, 2019
200
$48.73 - $76.08 $9.75K - $15.2K
FUL
Fuller H B CO

Basic Materials
Q4 2018 Filed on Feb 05, 2019
35
$39.83 - $52.64 $1.39K - $1.84K
Andeavor
Q4 2018 Filed on Feb 05, 2019
537
N/A
CHDN
Churchill Downs Inc

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
2
$74.85 - $94.97 $150 - $190
CRS
Carpenter Technology Corp

Industrials
Q4 2018 Filed on Feb 05, 2019
10
$33.55 - $59.63 $336 - $596
AMED
Amedisys Inc

Healthcare
Q4 2018 Filed on Feb 05, 2019
9
$98.2 - $140.23 $884 - $1.26K
MPW
Medical Properties Trust Inc

Real Estate
Q4 2018 Filed on Feb 05, 2019
266
$14.06 - $17.49 $3.74K - $4.65K
Steris PLC
Q4 2018 Filed on Feb 05, 2019
32
N/A
AWR
American States Water CO

Utilities
Q4 2018 Filed on Feb 05, 2019
12
$58.9 - $69.19 $707 - $830
ALB
Albemarle Corp

Basic Materials
Q4 2018 Filed on Feb 05, 2019
7
$73.13 - $107.99 $512 - $756
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
Q4 2018 Filed on Feb 05, 2019
1,541
N/A
VET
Vermilion Energy Inc.

Energy
Q4 2018 Filed on Feb 05, 2019
90
$19.93 - $33.84 $1.79K - $3.05K
Travelport Worldwide LTD
Q4 2018 Filed on Feb 05, 2019
209
N/A
BGCP
Bgc Partners, Inc.

Financial Services
Q4 2018 Filed on Feb 05, 2019
329
$5.14 - $7.54 $1.69K - $2.48K
Credit Suisse Ag Nassau Brh
Q4 2018 Filed on Feb 05, 2019
48
N/A
SABR
Sabre Corp

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
26
$20.7 - $26.15 $538 - $680
EGP
Eastgroup Properties Inc

Real Estate
Q4 2018 Filed on Feb 05, 2019
8
$88.85 - $101.69 $711 - $814
LMAT
Lemaitre Vascular Inc

Healthcare
Q4 2018 Filed on Feb 05, 2019
15
$22.01 - $37.23 $330 - $558
JRVR
James River Group Holdings, Ltd.

Financial Services
Q4 2018 Filed on Feb 05, 2019
69
$34.76 - $42.45 $2.4K - $2.93K
Entercom Communications Corp
Q4 2018 Filed on Feb 05, 2019
162
N/A
CIEN
Ciena Corp

Technology
Q4 2018 Filed on Feb 05, 2019
35
$28.24 - $34.91 $988 - $1.22K
HTLD
Heartland Express Inc

Industrials
Q4 2018 Filed on Feb 05, 2019
32
$17.3 - $20.75 $554 - $664
HNI
Hni Corp

Industrials
Q4 2018 Filed on Feb 05, 2019
27
$33.29 - $42.76 $899 - $1.15K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
Q4 2018 Filed on Feb 05, 2019
481
$13.33 - $14.66 $6.41K - $7.05K
K
Kellogg CO

Consumer Defensive
Q4 2018 Filed on Feb 05, 2019
133
$55.82 - $71.86 $7.42K - $9.56K
FDS
Factset Research Systems Inc

Financial Services
Q4 2018 Filed on Feb 05, 2019
27
$188.55 - $235.32 $5.09K - $6.35K
TRGP
Targa Resources Corp.

Energy
Q4 2018 Filed on Feb 05, 2019
67
$34.11 - $58.51 $2.29K - $3.92K
EPU
Ishares Msci Peru ETF
Q4 2018 Filed on Feb 05, 2019
5
N/A
WASH
Washington Trust Bancorp Inc

Financial Services
Q4 2018 Filed on Feb 05, 2019
26
$46.57 - $56.86 $1.21K - $1.48K
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