Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.3 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
HUM
Humana Inc

Healthcare
Q2 2020 Filed on Aug 14, 2020
773
$291.63 - $410.65 $225K - $317K
SHOP
Shopify Inc.

Technology
Q1 2020 Filed on May 13, 2020
600
$32.23 - $54.32 $19.3K - $32.6K
ESS
Essex Property Trust, Inc.

Real Estate
Q1 2020 Filed on May 13, 2020
820
$182.23 - $329.03 $149K - $270K
MDT
Medtronic PLC

Healthcare
Q1 2020 Filed on May 13, 2020
1,840
$72.92 - $121.3 $134K - $223K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q1 2020 Filed on May 13, 2020
3,797
$45.81 - $55.19 $174K - $210K
Raytheon CO
Q1 2020 Filed on May 13, 2020
1,134
N/A
ET
Energy Transfer LP

Energy
Q1 2020 Filed on May 13, 2020
10,121
$4.53 - $13.68 $45.8K - $138K
EPD
Enterprise Products Partners L.P.

Energy
Q1 2020 Filed on May 13, 2020
8,969
$12.27 - $29.02 $110K - $260K
D
Dominion Energy, Inc

Utilities
Q1 2020 Filed on May 13, 2020
2,713
$59.39 - $89.8 $161K - $244K
Cerner Corp
Q1 2020 Filed on May 13, 2020
5,312
N/A
EXC
Exelon Corp

Utilities
Q4 2019 Filed on Feb 12, 2020
4,323
$31.26 - $34.56 $135K - $149K
HPE
Hewlett Packard Enterprise CO

Technology
Q4 2019 Filed on Feb 12, 2020
10,340
$13.85 - $17.46 $143K - $181K
OXY
Occidental Petroleum Corp

Energy
Q4 2019 Filed on Feb 12, 2020
4,614
$37.34 - $44.23 $172K - $204K
HPQ
Hp Inc

Technology
Q4 2019 Filed on Feb 12, 2020
23,692
$16.03 - $20.69 $380K - $490K
BP
Bp PLC

Energy
Q4 2019 Filed on Feb 12, 2020
5,601
$36.37 - $39.83 $204K - $223K
CC
Chemours CO

Basic Materials
Q3 2019 Filed on Nov 13, 2019
48
$11.93 - $22.53 $573 - $1.08K
MGK
Vanguard Mega Cap Growth ETF

ETFs
Q3 2019 Filed on Nov 13, 2019
100
$131.73 - $134.87 $13.2K - $13.5K
CCI
Crown Castle International Corp

Real Estate
Q3 2019 Filed on Nov 13, 2019
48
$125.48 - $149.07 $6.02K - $7.16K
BGS
B&G Foods, Inc.

Consumer Defensive
Q3 2019 Filed on Nov 13, 2019
1,445
$16.93 - $21.42 $24.5K - $31K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
Q3 2019 Filed on Nov 13, 2019
536
$29.27 - $29.57 $15.7K - $15.8K
ICF
Ishares Tr

ETFs
Q3 2019 Filed on Nov 13, 2019
215
$56.22 - $60.71 $12.1K - $13.1K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q3 2019 Filed on Nov 13, 2019
345
$55.64 - $57.01 $19.2K - $19.7K
TSN
Tyson Foods, Inc.

Consumer Defensive
Q3 2019 Filed on Nov 13, 2019
1,000
$79.13 - $93.29 $79.1K - $93.3K
MCHI
Ishares Msci China ETF

ETFs
Q3 2019 Filed on Nov 13, 2019
119
$53.48 - $60.64 $6.36K - $7.22K
Colony Cap Inc New
Q3 2019 Filed on Nov 13, 2019
2,700
N/A
SEE
Sealed Air Corp

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
1,608
$39.32 - $45.31 $63.2K - $72.9K
Perspecta Inc
Q3 2019 Filed on Nov 13, 2019
126
N/A
DVN
Devon Energy Corp

Energy
Q3 2019 Filed on Nov 13, 2019
100
$21.34 - $28.9 $2.13K - $2.89K
GRMN
Garmin LTD

Technology
Q3 2019 Filed on Nov 13, 2019
90
$75.35 - $85.93 $6.78K - $7.73K
MRO
Marathon Oil Corp

Energy
Q3 2019 Filed on Nov 13, 2019
2,000
$11.53 - $14.25 $23.1K - $28.5K
GIS
General Mills Inc

Consumer Defensive
Q3 2019 Filed on Nov 13, 2019
1,675
$51.91 - $55.59 $86.9K - $93.1K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q3 2019 Filed on Nov 13, 2019
156
$76.25 - $83.86 $11.9K - $13.1K
SUN
Sunoco LP

Energy
Q3 2019 Filed on Nov 13, 2019
1,812
$29.94 - $33.97 $54.3K - $61.6K
HYG
Ishares Tr

ETFs
Q3 2019 Filed on Nov 13, 2019
300
$85.49 - $87.52 $25.6K - $26.3K
Suntrust Bks Inc
Q3 2019 Filed on Nov 13, 2019
50
N/A
FVD
First Tr Value Line Divid Inde

ETFs
Q3 2019 Filed on Nov 13, 2019
500
$32.88 - $35.03 $16.4K - $17.5K
JKHY
Henry Jack & Associates Inc

Technology
Q3 2019 Filed on Nov 13, 2019
224
$133.8 - $148.51 $30K - $33.3K
ITA
Ishares Tr

ETFs
Q3 2019 Filed on Nov 13, 2019
24
$103.28 - $115.56 $2.48K - $2.77K
RTL
Necessity Retail Reit, Inc.

Real Estate
Q3 2019 Filed on Nov 13, 2019
1,438
N/A
MET
Metlife Inc

Financial Services
Q3 2019 Filed on Nov 13, 2019
152
$43.71 - $50.92 $6.64K - $7.74K
VTR
Ventas, Inc.

Real Estate
Q3 2019 Filed on Nov 13, 2019
1,066
$66.92 - $75.23 $71.3K - $80.2K
PRF
Invesco Exchange Traded Fd Tr

ETFs
Q3 2019 Filed on Nov 13, 2019
506
$111.23 - $119.73 $56.3K - $60.6K
ARCC
Ares Capital Corp

Financial Services
Q3 2019 Filed on Nov 13, 2019
250
$17.99 - $19.19 $4.5K - $4.8K
HR
Healthcare Realty Trust Inc

Real Estate
Q3 2019 Filed on Nov 13, 2019
500
$26.69 - $29.57 $13.3K - $14.8K
RYH
Invesco S&P 500 Equal Weight H

ETFs
Q3 2019 Filed on Nov 13, 2019
55
$192.31 - $206.12 $10.6K - $11.3K
AVB
Avalonbay Communities Inc

Real Estate
Q3 2019 Filed on Nov 13, 2019
310
$200.62 - $216.16 $62.2K - $67K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
Q3 2019 Filed on Nov 13, 2019
6,073
$12.64 - $13.41 $76.8K - $81.4K
SCI
Service Corp International

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
500
$44.81 - $48.56 $22.4K - $24.3K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q3 2019 Filed on Nov 13, 2019
19
$53.71 - $58.5 $1.02K - $1.11K
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