Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.14 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q3 2019 Filed on Nov 13, 2019
432
$31.72 - $32.37 $13.7K - $14K
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
GPC
Genuine Parts CO

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
378
$87.73 - $106.15 $33.2K - $40.1K
TD
Toronto Dominion Bank

Financial Services
Q3 2019 Filed on Nov 13, 2019
2,024
$53.67 - $59.41 $109K - $120K
Grace W R & CO Del New
Q3 2019 Filed on Nov 13, 2019
1,500
N/A
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
Q3 2019 Filed on Nov 13, 2019
748
$59.23 - $60.86 $44.3K - $45.5K
Barclays Bk PLC
Q3 2019 Filed on Nov 13, 2019
2,923
N/A
Coresite Rlty Corp
Q3 2019 Filed on Nov 13, 2019
892
N/A
DHI
Horton D R Inc

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
560
$43.48 - $52.71 $24.3K - $29.5K
FSLR
First Solar, Inc.

Technology
Q3 2019 Filed on Nov 13, 2019
1,385
$58.01 - $67.31 $80.3K - $93.2K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
Q3 2019 Filed on Nov 13, 2019
216
$31.79 - $32.44 $6.87K - $7.01K
BHF
Brighthouse Financial, Inc.

Financial Services
Q3 2019 Filed on Nov 13, 2019
7
$33.74 - $40.75 $236 - $285
SIX
Six Flags Entertainment Corp

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
60
$49.4 - $59.17 $2.96K - $3.55K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
40
$51.41 - $65.22 $2.06K - $2.61K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
Q3 2019 Filed on Nov 13, 2019
234
$37.03 - $40.03 $8.67K - $9.37K
PPC
Pilgrims Pride Corp

Consumer Defensive
Q3 2019 Filed on Nov 13, 2019
2,102
$25.97 - $32.16 $54.6K - $67.6K
Viacom Inc New
Q3 2019 Filed on Nov 13, 2019
368
N/A
MELI
Mercadolibre Inc

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
134
$537.29 - $690.1 $72K - $92.5K
Amerigas Partners L P
Q3 2019 Filed on Nov 13, 2019
800
N/A
SPLK
Splunk Inc

Technology
Q3 2019 Filed on Nov 13, 2019
500
$108.22 - $140.73 $54.1K - $70.4K
MAT
Mattel Inc

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
1,000
$9.2 - $14.6 $9.2K - $14.6K
NRZ
New Residential Investment Corp.

Real Estate
Q3 2019 Filed on Nov 13, 2019
390
$13.91 - $15.69 $5.42K - $6.12K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
200
$10.92 - $15.6 $2.18K - $3.12K
NEM
Newmont Corp

Basic Materials
Q3 2019 Filed on Nov 13, 2019
1,385
$36.52 - $41.02 $50.6K - $56.8K
PCAR
Paccar Inc

Industrials
Q3 2019 Filed on Nov 13, 2019
342
$62.53 - $72.57 $21.4K - $24.8K
EXR
Extra Space Storage Inc.

Real Estate
Q3 2019 Filed on Nov 13, 2019
47
$105.71 - $123.52 $4.97K - $5.81K
Melinta Therapeutics Inc
Q3 2019 Filed on Nov 13, 2019
500
N/A
Direxion Shs ETF Tr
Q3 2019 Filed on Nov 13, 2019
2
N/A
DOW
Dow Inc.

Basic Materials
Q3 2019 Filed on Nov 13, 2019
784
$40.71 - $52.79 $31.9K - $41.4K
IYC
Ishares U.S. Consumer Discreti

ETFs
Q3 2019 Filed on Nov 13, 2019
39
$53.95 - $56.11 $2.1K - $2.19K
RS
Reliance Steel & Aluminum CO

Basic Materials
Q3 2019 Filed on Nov 13, 2019
246
$90.81 - $103.74 $22.3K - $25.5K
Direxion Shs ETF Tr
Q3 2019 Filed on Nov 13, 2019
643
N/A
COUP
Coupa Software Inc

Technology
Q3 2019 Filed on Nov 13, 2019
350
$127.89 - $153.41 $44.8K - $53.7K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
Q3 2019 Filed on Nov 13, 2019
648
$28.24 - $28.68 $18.3K - $18.6K
UBER
Uber Technologies, Inc

Technology
Q3 2019 Filed on Nov 13, 2019
100
$30.29 - $44.53 $3.03K - $4.45K
CTVA
Corteva, Inc.

Basic Materials
Q3 2019 Filed on Nov 13, 2019
766
$26.43 - $31.63 $20.2K - $24.2K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q3 2019 Filed on Nov 13, 2019
766
$63.96 - $75.82 $49K - $58.1K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
Q3 2019 Filed on Nov 13, 2019
220
$54.87 - $55.41 $12.1K - $12.2K
RAD
Rite Aid Corp

Healthcare
Q3 2019 Filed on Nov 13, 2019
3,249
$5.18 - $9.68 $16.8K - $31.5K
Magellan Health Inc
Q3 2019 Filed on Nov 13, 2019
600
N/A
INTU
Intuit Inc

Technology
Q3 2019 Filed on Nov 13, 2019
18
$263.19 - $292.31 $4.74K - $5.26K
USRT
Ishares Core U.S. Reit ETF

ETFs
Q3 2019 Filed on Nov 13, 2019
351
$54.43 - $55.6 $19.1K - $19.5K
ICSH
Blackrock Ultra Short Term Bon

ETFs
Q3 2019 Filed on Nov 13, 2019
3,755
$50.27 - $50.42 $189K - $189K
AES
Aes Corp

Utilities
Q3 2019 Filed on Nov 13, 2019
316
$14.61 - $17.65 $4.62K - $5.58K
DRI
Darden Restaurants Inc

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
169
$114.91 - $127.57 $19.4K - $21.6K
MAN
Manpower Group Inc.

Industrials
Q3 2019 Filed on Nov 13, 2019
600
$78.89 - $97.1 $47.3K - $58.3K
PD
Pager Duty, Inc.

Technology
Q3 2019 Filed on Nov 13, 2019
150
$27.45 - $50.52 $4.12K - $7.58K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
Q3 2019 Filed on Nov 13, 2019
382
$40.27 - $41.1 $15.4K - $15.7K
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