Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.19 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
HRTX
Heron Therapeutics, Inc.

Healthcare
Q3 2019 Filed on Nov 13, 2019
2
$16.36 - $21.39 $32.7 - $42.8
HSBC
Hsbc Holdings PLC

Financial Services
Q3 2019 Filed on Nov 13, 2019
938
$35.53 - $42.1 $33.3K - $39.5K
BWXT
Bwx Technologies, Inc.

Industrials
Q3 2019 Filed on Nov 13, 2019
1,650
$48.7 - $60.41 $80.4K - $99.7K
Total Sys Svcs Inc
Q3 2019 Filed on Nov 13, 2019
6
N/A
NYMT
New York Mortgage Trust Inc

Real Estate
Q3 2019 Filed on Nov 13, 2019
1,400
$5.94 - $6.28 $8.32K - $8.79K
CGNX
Cognex Corp

Technology
Q3 2019 Filed on Nov 13, 2019
100
$41.94 - $50.47 $4.19K - $5.05K
STT
State Street Corp

Financial Services
Q3 2019 Filed on Nov 13, 2019
760
$48.81 - $61.15 $37.1K - $46.5K
CVS
Cvs Health Corp

Healthcare
Q3 2019 Filed on Nov 13, 2019
146
$54.09 - $64.3 $7.9K - $9.39K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q3 2019 Filed on Nov 13, 2019
1,744
$53.15 - $54.55 $92.7K - $95.1K
LNC
Lincoln National Corp

Financial Services
Q3 2019 Filed on Nov 13, 2019
43
$51.42 - $66.89 $2.21K - $2.88K
CTSH
Cognizant Technology Solutions Corp

Technology
Q3 2019 Filed on Nov 13, 2019
2,000
$58.75 - $66.41 $118K - $133K
Intrepid Potash Inc
Q3 2019 Filed on Nov 13, 2019
100
N/A
VPU
Vanguard Utilities ETF

ETFs
Q3 2019 Filed on Nov 13, 2019
56
$138.86 - $144.54 $7.78K - $8.09K
VLO
Valero Energy Corp

Energy
Q3 2019 Filed on Nov 13, 2019
1,270
$71.71 - $86.17 $91.1K - $109K
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q3 2019 Filed on Nov 13, 2019
1,634
$27.31 - $28.2 $44.6K - $46.1K
PH
Parker Hannifin Corp

Industrials
Q3 2019 Filed on Nov 13, 2019
248
$157.62 - $184.46 $39.1K - $45.7K
CIF
Mfs Intermediate High Income Fund

Financial Services
Q3 2019 Filed on Nov 13, 2019
1,591
$2.51 - $2.69 $3.99K - $4.28K
BIDU
Baidu, Inc.

Communication Services
Q3 2019 Filed on Nov 13, 2019
500
$94.35 - $119.35 $47.2K - $59.7K
TM
Toyota Motor Corp

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
1,041
$125.79 - $138.32 $131K - $144K
CNC
Centene Corp

Healthcare
Q3 2019 Filed on Nov 13, 2019
414
$43.13 - $54.51 $17.9K - $22.6K
ACN
Accenture PLC

Technology
Q3 2019 Filed on Nov 13, 2019
140
$185.55 - $201.12 $26K - $28.2K
Cloudera Inc
Q3 2019 Filed on Nov 13, 2019
262
N/A
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q3 2019 Filed on Nov 13, 2019
392
$86.94 - $101.67 $34.1K - $39.9K
STWD
Starwood Property Trust, Inc.

Real Estate
Q3 2019 Filed on Nov 13, 2019
2,787
$22.65 - $24.86 $63.1K - $69.3K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q3 2019 Filed on Nov 13, 2019
51
$115.63 - $123.04 $5.9K - $6.28K
TWTR
Twitter, Inc.

Communication Services
Q3 2019 Filed on Nov 13, 2019
1,360
$36.02 - $45.42 $49K - $61.8K
SAIC
Science Applications International Corp

Technology
Q3 2019 Filed on Nov 13, 2019
971
$80.17 - $90.44 $77.8K - $87.8K
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q3 2019 Filed on Nov 13, 2019
9,041
$9.45 - $9.97 $85.4K - $90.1K
KIM
Kimco Realty Corp

Real Estate
Q3 2019 Filed on Nov 13, 2019
2,271
$17.89 - $20.88 $40.6K - $47.4K
VREX
Varex Imaging Corp

Healthcare
Q3 2019 Filed on Nov 13, 2019
115
$25.32 - $32.64 $2.91K - $3.75K
PM
Philip Morris International Inc.

Consumer Defensive
Q3 2019 Filed on Nov 13, 2019
769
$71.2 - $88.73 $54.8K - $68.2K
OHI
Omega Healthcare Investors Inc

Real Estate
Q3 2019 Filed on Nov 13, 2019
1,397
$35.88 - $42.01 $50.1K - $58.7K
HRL
Hormel Foods Corp

Consumer Defensive
Q3 2019 Filed on Nov 13, 2019
1,919
$40.41 - $44.54 $77.5K - $85.5K
VFC
V F Corp

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
32
$77.48 - $90.82 $2.48K - $2.91K
United Technologies Corp
Q3 2019 Filed on Nov 13, 2019
96
N/A
SJT
San Juan Basin Royalty Trust

Energy
Q3 2019 Filed on Nov 13, 2019
333
$2.24 - $3.78 $746 - $1.26K
SLB
Schlumberger Limited

Energy
Q3 2019 Filed on Nov 13, 2019
716
$31.25 - $40.97 $22.4K - $29.3K
MIC
Macquarie Infrastructure Holdings, LLC

Utilities
Q3 2019 Filed on Nov 13, 2019
856
$36.88 - $41.96 $31.6K - $35.9K
IXC
Ishares Tr Global Energy ETF

ETFs
Q3 2019 Filed on Nov 13, 2019
1,979
$30.31 - $31.7 $60K - $62.7K
IYJ
Ishares Tr

ETFs
Q3 2019 Filed on Nov 13, 2019
357
$75.18 - $80.81 $26.8K - $28.8K
MKL
Markel Corp

Financial Services
Q3 2019 Filed on Nov 13, 2019
25
$1080.02 - $1196.23 $27K - $29.9K
Brookfield Property Partrs L
Q3 2019 Filed on Nov 13, 2019
1,941
N/A
ASIX
Advan Six Inc.

Basic Materials
Q3 2019 Filed on Nov 13, 2019
56
$21.36 - $26.93 $1.2K - $1.51K
PUK
Prudential PLC

Financial Services
Q3 2019 Filed on Nov 13, 2019
740
$31.49 - $43.49 $23.3K - $32.2K
HNPIY
Huaneng Power International Inc
Q3 2019 Filed on Nov 13, 2019
1,639
$0.54 - $0.58 $885 - $951
SUI
Sun Communities Inc

Real Estate
Q3 2019 Filed on Nov 13, 2019
42
$129.53 - $151.29 $5.44K - $6.35K
XLI
Industrial Sector Spdr

ETFs
Q3 2019 Filed on Nov 13, 2019
112
$77.22 - $79.35 $8.65K - $8.89K
AMS
American Shared Hospital Services

Healthcare
Q3 2019 Filed on Nov 13, 2019
300
$2.44 - $3.09 $732 - $927
FDX
Fedex Corp

Industrials
Q3 2019 Filed on Nov 13, 2019
530
$143.25 - $176.01 $75.9K - $93.3K
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