Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.17 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EOG
Eog Resources Inc

Energy
Q3 2019 Filed on Nov 13, 2019
500
$71.66 - $93.09 $35.8K - $46.5K
FIS
Fidelity National Information Services, Inc.

Technology
Q3 2019 Filed on Nov 13, 2019
8
$124.57 - $139.62 $997 - $1.12K
NVCR
Novo Cure LTD

Healthcare
Q3 2019 Filed on Nov 13, 2019
50
$61.86 - $97.8 $3.09K - $4.89K
FNDC
Schwab Fundamental Intl Small

ETFs
Q3 2019 Filed on Nov 13, 2019
25
$30.43 - $31.22 $761 - $781
CIM
Chimera Investment Corp

Real Estate
Q3 2019 Filed on Nov 13, 2019
143
$18.72 - $20.37 $2.68K - $2.91K
HYLB
Xtrackers Usd High Yield Corp

ETFs
Q3 2019 Filed on Nov 13, 2019
361
$40.06 - $40.25 $14.5K - $14.5K
ALGN
Align Technology Inc

Healthcare
Q3 2019 Filed on Nov 13, 2019
14
$173.16 - $286.65 $2.42K - $4.01K
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
TEL
Te Connectivity Ltd.

Technology
Q3 2019 Filed on Nov 13, 2019
30
$87.29 - $97.35 $2.62K - $2.92K
IWS
Ishares Russell Midcap Value E

ETFs
Q3 2019 Filed on Nov 13, 2019
726
$84.39 - $91.13 $61.3K - $66.2K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
Q3 2019 Filed on Nov 13, 2019
1,437
$38.59 - $39.52 $55.5K - $56.8K
GSK
Gsk PLC

Healthcare
Q3 2019 Filed on Nov 13, 2019
183
$40.46 - $43.52 $7.4K - $7.96K
GIS
General Mills Inc

Consumer Defensive
Q3 2019 Filed on Nov 13, 2019
1,675
$51.91 - $55.59 $86.9K - $93.1K
PAA
Plains All American Pipeline LP

Energy
Q3 2019 Filed on Nov 13, 2019
2,642
$20.75 - $25.04 $54.8K - $66.2K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
Q3 2019 Filed on Nov 13, 2019
536
$29.27 - $29.57 $15.7K - $15.8K
WLDN
Willdan Group, Inc.

Industrials
Q3 2019 Filed on Nov 13, 2019
1,921
$32.27 - $39.56 $62K - $76K
IVW
Ishares S&P 500 Growth ETF

ETFs
Q3 2019 Filed on Nov 13, 2019
45
$43.49 - $46.27 $1.96K - $2.08K
EEM
Ishares Msci Emerging Markets

ETFs
Q3 2019 Filed on Nov 13, 2019
3,384
$38.74 - $43.42 $131K - $147K
CERS
Cerus Corp

Healthcare
Q3 2019 Filed on Nov 13, 2019
2,150
$4.86 - $6.05 $10.4K - $13K
Altaba Inc
Q3 2019 Filed on Nov 13, 2019
711
N/A
DVN
Devon Energy Corp

Energy
Q3 2019 Filed on Nov 13, 2019
100
$21.34 - $28.9 $2.13K - $2.89K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
Q3 2019 Filed on Nov 13, 2019
100
$16.15 - $17.99 $1.61K - $1.8K
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
HOG
Harley Davidson, Inc.

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
70
$30.39 - $36.66 $2.13K - $2.57K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
Q3 2019 Filed on Nov 13, 2019
509
N/A
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
Q3 2019 Filed on Nov 13, 2019
499
$62.53 - $74.14 $31.2K - $37K
CDW
Cdw Corp

Technology
Q3 2019 Filed on Nov 13, 2019
144
$107.53 - $123.4 $15.5K - $17.8K
CHKP
Check Point Software Technologies LTD

Technology
Q3 2019 Filed on Nov 13, 2019
4
$105.78 - $120.27 $423 - $481
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q3 2019 Filed on Nov 13, 2019
345
$55.64 - $57.01 $19.2K - $19.7K
FE
Firstenergy Corp

Utilities
Q3 2019 Filed on Nov 13, 2019
850
$42.74 - $48.83 $36.3K - $41.5K
MGK
Vanguard Mega Cap Growth ETF

ETFs
Q3 2019 Filed on Nov 13, 2019
100
$131.73 - $134.87 $13.2K - $13.5K
SKYW
Skywest Inc

Industrials
Q3 2019 Filed on Nov 13, 2019
315
$53.72 - $62.68 $16.9K - $19.7K
MAA
Mid America Apartment Communities Inc.

Real Estate
Q3 2019 Filed on Nov 13, 2019
13
$117.53 - $130.46 $1.53K - $1.7K
ILPT
Industrial Logistics Properties Trust

Real Estate
Q3 2019 Filed on Nov 13, 2019
985
$20.41 - $22.0 $20.1K - $21.7K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
Q3 2019 Filed on Nov 13, 2019
748
$59.23 - $60.86 $44.3K - $45.5K
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
PACW
Pacwest Bancorp

Financial Services
Q3 2019 Filed on Nov 13, 2019
80
$32.76 - $39.05 $2.62K - $3.12K
GRMN
Garmin LTD

Technology
Q3 2019 Filed on Nov 13, 2019
90
$75.35 - $85.93 $6.78K - $7.73K
HR
Healthcare Realty Trust Inc

Real Estate
Q3 2019 Filed on Nov 13, 2019
500
$26.69 - $29.57 $13.3K - $14.8K
MRO
Marathon Oil Corp

Energy
Q3 2019 Filed on Nov 13, 2019
2,000
$11.53 - $14.25 $23.1K - $28.5K
ARCC
Ares Capital Corp

Financial Services
Q3 2019 Filed on Nov 13, 2019
250
$17.99 - $19.19 $4.5K - $4.8K
UPS
United Parcel Service Inc

Industrials
Q3 2019 Filed on Nov 13, 2019
141
$101.62 - $122.85 $14.3K - $17.3K
NI
Nisource Inc.

Utilities
Q3 2019 Filed on Nov 13, 2019
32
$27.63 - $30.56 $884 - $978
CMS
Cms Energy Corp

Utilities
Q3 2019 Filed on Nov 13, 2019
500
$57.66 - $65.04 $28.8K - $32.5K
DOCU
Docusign, Inc.

Technology
Q3 2019 Filed on Nov 13, 2019
161
$43.91 - $64.8 $7.07K - $10.4K
FISV
Fiserv Inc

Technology
Q3 2019 Filed on Nov 13, 2019
410
$92.51 - $108.7 $37.9K - $44.6K
NWN
Northwest Natural Holding CO

Utilities
Q3 2019 Filed on Nov 13, 2019
1,011
$68.92 - $72.03 $69.7K - $72.8K
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