Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.17 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AKAM
Akamai Technologies Inc

Technology
Q3 2019 Filed on Nov 13, 2019
439
$80.38 - $92.54 $35.3K - $40.6K
GCP
Gcp Applied Technologies Inc.

Basic Materials
Q3 2019 Filed on Nov 13, 2019
1,500
$16.73 - $23.11 $25.1K - $34.7K
INDA
Ishares Msci India Index Fund

ETFs
Q3 2019 Filed on Nov 13, 2019
2,896
$31.01 - $35.85 $89.8K - $104K
TSN
Tyson Foods, Inc.

Consumer Defensive
Q3 2019 Filed on Nov 13, 2019
1,000
$79.13 - $93.29 $79.1K - $93.3K
Colony Cap Inc New
Q3 2019 Filed on Nov 13, 2019
2,700
N/A
AZN
Astrazeneca PLC

Healthcare
Q3 2019 Filed on Nov 13, 2019
1,200
$40.12 - $45.47 $48.1K - $54.6K
PRF
Invesco Exchange Traded Fd Tr

ETFs
Q3 2019 Filed on Nov 13, 2019
506
$111.23 - $119.73 $56.3K - $60.6K
VTR
Ventas, Inc.

Real Estate
Q3 2019 Filed on Nov 13, 2019
1,066
$66.92 - $75.23 $71.3K - $80.2K
Eldorado Resorts Inc
Q3 2019 Filed on Nov 13, 2019
50
N/A
EXAS
Exact Sciences Corp

Healthcare
Q3 2019 Filed on Nov 13, 2019
1,000
$90.37 - $122.49 $90.4K - $122K
SCI
Service Corp International

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
500
$44.81 - $48.56 $22.4K - $24.3K
CBU
Community Bank System, Inc.

Financial Services
Q3 2019 Filed on Nov 13, 2019
1,224
$59.51 - $66.12 $72.8K - $80.9K
IFGL
Ishares International Develope

ETFs
Q3 2019 Filed on Nov 13, 2019
322
$28.55 - $30.55 $9.19K - $9.84K
IYW
Ishares Dj Us Tech ETF

ETFs
Q3 2019 Filed on Nov 13, 2019
105
$48.42 - $52.88 $5.08K - $5.55K
ICF
Ishares Tr

ETFs
Q3 2019 Filed on Nov 13, 2019
215
$56.22 - $60.71 $12.1K - $13.1K
SCZ
Ishares Tr Msci Eafe Small Cap

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

Real Estate
Q3 2019 Filed on Nov 13, 2019
310
$200.62 - $216.16 $62.2K - $67K
CC
Chemours CO

Basic Materials
Q3 2019 Filed on Nov 13, 2019
48
$11.93 - $22.53 $573 - $1.08K
MET
Metlife Inc

Financial Services
Q3 2019 Filed on Nov 13, 2019
152
$43.71 - $50.92 $6.64K - $7.74K
RTL
Necessity Retail Reit, Inc.

Real Estate
Q3 2019 Filed on Nov 13, 2019
1,438
N/A
ITA
Ishares Tr

ETFs
Q3 2019 Filed on Nov 13, 2019
24
$103.28 - $115.56 $2.48K - $2.77K
JKHY
Henry Jack & Associates Inc

Technology
Q3 2019 Filed on Nov 13, 2019
224
$133.8 - $148.51 $30K - $33.3K
MCHI
Ishares Msci China ETF

ETFs
Q3 2019 Filed on Nov 13, 2019
119
$53.48 - $60.64 $6.36K - $7.22K
CCI
Crown Castle International Corp

Real Estate
Q3 2019 Filed on Nov 13, 2019
48
$125.48 - $149.07 $6.02K - $7.16K
FVD
First Tr Value Line Divid Inde

ETFs
Q3 2019 Filed on Nov 13, 2019
500
$32.88 - $35.03 $16.4K - $17.5K
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
Suntrust Bks Inc
Q3 2019 Filed on Nov 13, 2019
50
N/A
Habit Restaurants Inc
Q3 2019 Filed on Nov 13, 2019
1,000
N/A
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q3 2019 Filed on Nov 13, 2019
519
$102.2 - $121.3 $53K - $63K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
Q3 2019 Filed on Nov 13, 2019
1,770
$45.9 - $46.68 $81.2K - $82.6K
EBAY
Ebay Inc

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
370
$38.37 - $41.57 $14.2K - $15.4K
DG
Dollar General Corp

Consumer Defensive
Q3 2019 Filed on Nov 13, 2019
78
$132.15 - $161.54 $10.3K - $12.6K
BRO
Brown & Brown, Inc.

Financial Services
Q3 2019 Filed on Nov 13, 2019
354
$34.02 - $36.89 $12K - $13.1K
GLD
Spdr Gold Trust

ETFs
Q3 2019 Filed on Nov 13, 2019
690
$130.62 - $146.66 $90.1K - $101K
SWX
Southwest Gas Holdings, Inc.

Utilities
Q3 2019 Filed on Nov 13, 2019
122
$86.81 - $92.14 $10.6K - $11.2K
BEP
Brookfield Renewable Partners L.P.

Utilities
Q3 2019 Filed on Nov 13, 2019
1,387
$18.6 - $21.65 $25.8K - $30K
KHC
Kraft Heinz CO

Consumer Defensive
Q3 2019 Filed on Nov 13, 2019
191
$25.0 - $32.53 $4.78K - $6.21K
Frontier Communications Corp
Q3 2019 Filed on Nov 13, 2019
44
N/A
NCR
Ncr Corp

Technology
Q3 2019 Filed on Nov 13, 2019
116
$29.74 - $33.98 $3.45K - $3.94K
AXON
Axon Enterprise, Inc.

Industrials
Q3 2019 Filed on Nov 13, 2019
1,000
$56.78 - $70.22 $56.8K - $70.2K
EMR
Emerson Electric CO

Industrials
Q3 2019 Filed on Nov 13, 2019
280
$56.41 - $67.29 $15.8K - $18.8K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
Q3 2019 Filed on Nov 13, 2019
896
$86.33 - $88.94 $77.4K - $79.7K
BRX
Brixmor Property Group Inc.

Real Estate
Q3 2019 Filed on Nov 13, 2019
2,496
$17.74 - $20.29 $44.3K - $50.6K
USFD
Us Foods Holding Corp.

Consumer Defensive
Q3 2019 Filed on Nov 13, 2019
27
$34.53 - $42.81 $932 - $1.16K
Hospitality Pptys Tr
Q3 2019 Filed on Nov 13, 2019
1,591
N/A
PXD
Pioneer Natural Resources CO

Energy
Q3 2019 Filed on Nov 13, 2019
317
$118.02 - $151.28 $37.4K - $48K
BIIB
Biogen Inc.

Healthcare
Q3 2019 Filed on Nov 13, 2019
287
$217.44 - $243.88 $62.4K - $70K
Seagate Technology PLC
Q3 2019 Filed on Nov 13, 2019
1,059
N/A
KMI
Kinder Morgan, Inc.

Energy
Q3 2019 Filed on Nov 13, 2019
434
$19.57 - $21.29 $8.49K - $9.24K
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