Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.19 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PKW
Invesco Exchange Traded Fd Tr

ETFs
Q2 2020 Filed on Aug 14, 2020
22,380
$46.05 - $62.9 $1.03M - $1.41M
CHTR
Charter Communications, Inc.

Communication Services
Q2 2020 Filed on Aug 14, 2020
517
$424.03 - $547.3 $219K - $283K
MBB
Ishares Tr

ETFs
Q2 2020 Filed on Aug 14, 2020
2,271
$109.82 - $111.24 $249K - $253K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q2 2020 Filed on Aug 14, 2020
1,537
$62.95 - $90.62 $96.8K - $139K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q2 2020 Filed on Aug 14, 2020
17,248
$47.65 - $49.55 $822K - $855K
IWM
Ishares Russell 2000 ETF

ETFs
Q1 2020 Filed on May 13, 2020
1,937
$99.9 - $169.53 $194K - $328K
Cerner Corp
Q1 2020 Filed on May 13, 2020
5,312
N/A
EPD
Enterprise Products Partners L.P.

Energy
Q1 2020 Filed on May 13, 2020
8,969
$12.27 - $29.02 $110K - $260K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q1 2020 Filed on May 13, 2020
3,797
$45.81 - $55.19 $174K - $210K
D
Dominion Energy, Inc

Utilities
Q1 2020 Filed on May 13, 2020
2,713
$59.39 - $89.8 $161K - $244K
MDT
Medtronic PLC

Healthcare
Q1 2020 Filed on May 13, 2020
1,840
$72.92 - $121.3 $134K - $223K
Raytheon CO
Q1 2020 Filed on May 13, 2020
1,134
N/A
ESS
Essex Property Trust, Inc.

Real Estate
Q1 2020 Filed on May 13, 2020
820
$182.23 - $329.03 $149K - $270K
ET
Energy Transfer LP

Energy
Q1 2020 Filed on May 13, 2020
10,121
$4.53 - $13.68 $45.8K - $138K
SHOP
Shopify Inc.

Technology
Q1 2020 Filed on May 13, 2020
600
$32.23 - $54.32 $19.3K - $32.6K
BP
Bp PLC

Energy
Q4 2019 Filed on Feb 12, 2020
5,601
$36.37 - $39.83 $204K - $223K
HPE
Hewlett Packard Enterprise CO

Technology
Q4 2019 Filed on Feb 12, 2020
10,340
$13.85 - $17.46 $143K - $181K
HPQ
Hp Inc

Technology
Q4 2019 Filed on Feb 12, 2020
23,692
$16.03 - $20.69 $380K - $490K
EXC
Exelon Corp

Utilities
Q4 2019 Filed on Feb 12, 2020
4,323
$31.26 - $34.56 $135K - $149K
MO
Altria Group, Inc.

Consumer Defensive
Q3 2019 Filed on Nov 13, 2019
1,986
$40.12 - $50.53 $79.7K - $100K
VOD
Vodafone Group Public LTD CO

Communication Services
Q3 2019 Filed on Nov 13, 2019
1,038
$15.68 - $20.05 $16.3K - $20.8K
PPG
Ppg Industries Inc

Basic Materials
Q3 2019 Filed on Nov 13, 2019
740
$106.54 - $120.69 $78.8K - $89.3K
General Electric CO
Q3 2019 Filed on Nov 13, 2019
9,348
N/A
GILD
Gilead Sciences, Inc.

Healthcare
Q3 2019 Filed on Nov 13, 2019
2,059
$62.51 - $69.0 $129K - $142K
CSX
Csx Corp

Industrials
Q3 2019 Filed on Nov 13, 2019
206
$21.47 - $26.52 $4.42K - $5.46K
CPB
Campbell Soup CO

Consumer Defensive
Q3 2019 Filed on Nov 13, 2019
25
$40.12 - $47.15 $1K - $1.18K
PCG
Pg&E Corp

Utilities
Q3 2019 Filed on Nov 13, 2019
1,203
$10.0 - $23.35 $12K - $28.1K
DVY
Ishares Tr

ETFs
Q3 2019 Filed on Nov 13, 2019
1,390
$100.87 - $103.22 $140K - $143K
NUE
Nucor Corp

Basic Materials
Q3 2019 Filed on Nov 13, 2019
500
$46.61 - $56.71 $23.3K - $28.4K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q3 2019 Filed on Nov 13, 2019
3,309
$48.76 - $49.06 $161K - $162K
LDOS
Leidos Holdings, Inc.

Technology
Q3 2019 Filed on Nov 13, 2019
777
$78.98 - $88.82 $61.4K - $69K
VEON
Veon Ltd.

Communication Services
Q3 2019 Filed on Nov 13, 2019
14,753
$2.34 - $3.2 $34.5K - $47.2K
NLY
Annaly Capital Management Inc

Real Estate
Q3 2019 Filed on Nov 13, 2019
4,892
$8.19 - $9.67 $40.1K - $47.3K
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q3 2019 Filed on Nov 13, 2019
350
$74.24 - $77.45 $26K - $27.1K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q3 2019 Filed on Nov 13, 2019
97
$23.18 - $23.61 $2.25K - $2.29K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q3 2019 Filed on Nov 13, 2019
273
N/A
CME
Cme Group Inc.

Financial Services
Q3 2019 Filed on Nov 13, 2019
19
$194.42 - $223.07 $3.69K - $4.24K
American Intl Group Inc
Q3 2019 Filed on Nov 13, 2019
26
N/A
SNAP
Snap Inc

Communication Services
Q3 2019 Filed on Nov 13, 2019
230
$14.02 - $17.89 $3.22K - $4.11K
BDX
Becton Dickinson & CO

Healthcare
Q3 2019 Filed on Nov 13, 2019
19
$230.58 - $256.08 $4.38K - $4.87K
MPLX
Mplx LP

Energy
Q3 2019 Filed on Nov 13, 2019
6,051
$26.48 - $32.51 $160K - $197K
PHG
Koninklijke Philips Nv

Healthcare
Q3 2019 Filed on Nov 13, 2019
868
$43.51 - $48.68 $37.8K - $42.3K
NTAP
Net App, Inc.

Technology
Q3 2019 Filed on Nov 13, 2019
460
$44.71 - $62.84 $20.6K - $28.9K
SWIR
Sierra Wireless Inc

Technology
Q3 2019 Filed on Nov 13, 2019
337
$10.08 - $12.25 $3.4K - $4.13K
MUB
Ishares National Muni Bond ETF

ETFs
Q3 2019 Filed on Nov 13, 2019
2,441
$112.74 - $115.35 $275K - $282K
AEG
Aegon Nv

Financial Services
Q3 2019 Filed on Nov 13, 2019
14,352
$3.69 - $5.14 $53K - $73.8K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
Q3 2019 Filed on Nov 13, 2019
666
$53.33 - $54.71 $35.5K - $36.4K
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q3 2019 Filed on Nov 13, 2019
291
$58.19 - $58.86 $16.9K - $17.1K
NS
Nu Star Energy L.P.

Energy
Q3 2019 Filed on Nov 13, 2019
1,558
$26.3 - $29.53 $41K - $46K
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