Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.17 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q2 2020 Filed on Aug 14, 2020
26,043
$33.74 - $36.53 $879K - $951K
CHTR
Charter Communications, Inc.

Communication Services
Q2 2020 Filed on Aug 14, 2020
517
$424.03 - $547.3 $219K - $283K
BSX
Boston Scientific Corp

Healthcare
Q2 2020 Filed on Aug 14, 2020
14,153
$30.19 - $39.11 $427K - $554K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q1 2020 Filed on May 13, 2020
3,797
$45.81 - $55.19 $174K - $210K
ET
Energy Transfer LP

Energy
Q1 2020 Filed on May 13, 2020
10,121
$4.53 - $13.68 $45.8K - $138K
Raytheon CO
Q1 2020 Filed on May 13, 2020
1,134
N/A
MDT
Medtronic PLC

Healthcare
Q1 2020 Filed on May 13, 2020
1,840
$72.92 - $121.3 $134K - $223K
SHOP
Shopify Inc.

Technology
Q1 2020 Filed on May 13, 2020
600
$32.23 - $54.32 $19.3K - $32.6K
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
EPD
Enterprise Products Partners L.P.

Energy
Q1 2020 Filed on May 13, 2020
8,969
$12.27 - $29.02 $110K - $260K
ESS
Essex Property Trust, Inc.

Real Estate
Q1 2020 Filed on May 13, 2020
820
$182.23 - $329.03 $149K - $270K
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
EXC
Exelon Corp

Utilities
Q4 2019 Filed on Feb 12, 2020
4,323
$31.26 - $34.56 $135K - $149K
TDC
Teradata Corp

Technology
Q3 2019 Filed on Nov 13, 2019
116
$29.81 - $37.32 $3.46K - $4.33K
HE
Hawaiian Electric Industries Inc

Utilities
Q3 2019 Filed on Nov 13, 2019
3
$43.32 - $45.61 $130 - $137
E Trade Financial Corp
Q3 2019 Filed on Nov 13, 2019
39
N/A
BK
Bank Of New York Mellon Corp

Financial Services
Q3 2019 Filed on Nov 13, 2019
675
$40.95 - $47.6 $27.6K - $32.1K
WDC
Western Digital Corp

Technology
Q3 2019 Filed on Nov 13, 2019
550
$47.94 - $64.7 $26.4K - $35.6K
NVS
Novartis Ag

Healthcare
Q3 2019 Filed on Nov 13, 2019
531
$85.54 - $94.26 $45.4K - $50.1K
BGS
B&G Foods, Inc.

Consumer Defensive
Q3 2019 Filed on Nov 13, 2019
1,445
$16.93 - $21.42 $24.5K - $31K
PGR
Progressive Corp

Financial Services
Q3 2019 Filed on Nov 13, 2019
209
$72.68 - $84.39 $15.2K - $17.6K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q3 2019 Filed on Nov 13, 2019
558
$60.53 - $63.24 $33.8K - $35.3K
ITW
Illinois Tool Works Inc

Industrials
Q3 2019 Filed on Nov 13, 2019
64
$145.0 - $159.85 $9.28K - $10.2K
BWZ
Spdr Bloomberg Short Term Inte

ETFs
Q3 2019 Filed on Nov 13, 2019
289
$30.29 - $30.57 $8.75K - $8.83K
AZO
Autozone Inc

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
1
$1059.68 - $1180.0 $1.06K - $1.18K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q3 2019 Filed on Nov 13, 2019
25
$62.31 - $77.82 $1.56K - $1.95K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q3 2019 Filed on Nov 13, 2019
671
$79.13 - $81.47 $53.1K - $54.7K
CW
Curtiss Wright Corp

Industrials
Q3 2019 Filed on Nov 13, 2019
128
$116.81 - $133.45 $15K - $17.1K
VMW
Vmware, Inc.

Technology
Q3 2019 Filed on Nov 13, 2019
4
$130.56 - $181.87 $522 - $727
A
Agilent Technologies, Inc.

Healthcare
Q3 2019 Filed on Nov 13, 2019
400
$65.59 - $78.07 $26.2K - $31.2K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
Q3 2019 Filed on Nov 13, 2019
535
$29.78 - $31.72 $15.9K - $17K
PK
Park Hotels & Resorts Inc.

Real Estate
Q3 2019 Filed on Nov 13, 2019
1,713
$23.19 - $27.89 $39.7K - $47.8K
HP
Helmerich & Payne, Inc.

Energy
Q3 2019 Filed on Nov 13, 2019
1,921
$36.36 - $52.15 $69.8K - $100K
Celgene Corp
Q3 2019 Filed on Nov 13, 2019
125
N/A
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q3 2019 Filed on Nov 13, 2019
1,164
$52.22 - $56.63 $60.8K - $65.9K
IRIX
Iridex Corp

Healthcare
Q3 2019 Filed on Nov 13, 2019
5,500
$1.57 - $4.43 $8.64K - $24.4K
M
Macy'S, Inc.

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
1,844
$14.3 - $23.25 $26.4K - $42.9K
International Speedway Corp
Q3 2019 Filed on Nov 13, 2019
1,200
N/A
STZ
Constellation Brands, Inc.

Consumer Defensive
Q3 2019 Filed on Nov 13, 2019
84
$186.69 - $210.18 $15.7K - $17.7K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
Q3 2019 Filed on Nov 13, 2019
3,255
$26.73 - $26.99 $87K - $87.9K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q3 2019 Filed on Nov 13, 2019
51
$334.13 - $362.01 $17K - $18.5K
Pra Health Sciences Inc
Q3 2019 Filed on Nov 13, 2019
89
N/A
DXC
Dxc Technology CO

Technology
Q3 2019 Filed on Nov 13, 2019
254
$29.5 - $56.97 $7.49K - $14.5K
SOR
Source Capital Inc

Financial Services
Q3 2019 Filed on Nov 13, 2019
1,226
$35.2 - $37.37 $43.2K - $45.8K
ELV
Elevance Health, Inc.

Healthcare
Q3 2019 Filed on Nov 13, 2019
84
$237.69 - $310.48 $20K - $26.1K
Varian Med Sys Inc
Q3 2019 Filed on Nov 13, 2019
608
N/A
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