Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.14 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
AVTR
Avantor, Inc.

Basic Materials
Q3 2019 Filed on Nov 13, 2019
100
$13.85 - $19.18 $1.39K - $1.92K
ACWI
Ishares Msci Acwi ETF

ETFs
Q3 2019 Filed on Nov 13, 2019
81
$70.15 - $75.05 $5.68K - $6.08K
BB
Blackberry LTD

Technology
Q3 2019 Filed on Nov 13, 2019
100
$5.25 - $7.6 $525 - $760
BAH
Booz Allen Hamilton Holding Corp

Industrials
Q3 2019 Filed on Nov 13, 2019
104
$66.64 - $77.1 $6.93K - $8.02K
GPRO
Go Pro, Inc.

Technology
Q3 2019 Filed on Nov 13, 2019
30
$3.82 - $5.64 $115 - $169
TRP
Tc Energy Corp

Energy
Q3 2019 Filed on Nov 13, 2019
325
$47.76 - $52.27 $15.5K - $17K
ALC
Alcon Inc

Healthcare
Q3 2019 Filed on Nov 13, 2019
104
$58.2 - $62.42 $6.05K - $6.49K
IGV
Ishares Expanded Tech Software

ETFs
Q3 2019 Filed on Nov 13, 2019
398
$209.16 - $230.04 $83.2K - $91.6K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
Q3 2019 Filed on Nov 13, 2019
475
$12.39 - $12.69 $5.89K - $6.03K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q3 2019 Filed on Nov 13, 2019
89
$34.28 - $35.36 $3.05K - $3.15K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
Q3 2019 Filed on Nov 13, 2019
31
$140.89 - $155.23 $4.37K - $4.81K
IWP
Ishares Russell Mid Cap Growth

ETFs
Q3 2019 Filed on Nov 13, 2019
729
$70.16 - $72.24 $51.1K - $52.7K
Micro Focus International Pl
Q3 2019 Filed on Nov 13, 2019
44
N/A
EPP
Ishares Inc

ETFs
Q3 2019 Filed on Nov 13, 2019
1,312
$42.94 - $47.91 $56.3K - $62.9K
UPS
United Parcel Service Inc

Industrials
Q3 2019 Filed on Nov 13, 2019
141
$101.62 - $122.85 $14.3K - $17.3K
SWX
Southwest Gas Holdings, Inc.

Utilities
Q3 2019 Filed on Nov 13, 2019
122
$86.81 - $92.14 $10.6K - $11.2K
NCR
Ncr Corp

Technology
Q3 2019 Filed on Nov 13, 2019
116
$29.74 - $33.98 $3.45K - $3.94K
PXD
Pioneer Natural Resources CO

Energy
Q3 2019 Filed on Nov 13, 2019
317
$118.02 - $151.28 $37.4K - $48K
USFD
Us Foods Holding Corp.

Consumer Defensive
Q3 2019 Filed on Nov 13, 2019
27
$34.53 - $42.81 $932 - $1.16K
Habit Restaurants Inc
Q3 2019 Filed on Nov 13, 2019
1,000
N/A
Pra Health Sciences Inc
Q3 2019 Filed on Nov 13, 2019
89
N/A
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q3 2019 Filed on Nov 13, 2019
25
$62.31 - $77.82 $1.56K - $1.95K
TDC
Teradata Corp

Technology
Q3 2019 Filed on Nov 13, 2019
116
$29.81 - $37.32 $3.46K - $4.33K
SQ
Block, Inc.

Technology
Q3 2019 Filed on Nov 13, 2019
125
$56.76 - $82.28 $7.1K - $10.3K
PGR
Progressive Corp

Financial Services
Q3 2019 Filed on Nov 13, 2019
209
$72.68 - $84.39 $15.2K - $17.6K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
Q3 2019 Filed on Nov 13, 2019
100
$16.15 - $17.99 $1.61K - $1.8K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
173
$225.45 - $366.39 $39K - $63.4K
MLM
Martin Marietta Materials Inc

Basic Materials
Q3 2019 Filed on Nov 13, 2019
111
$221.06 - $274.1 $24.5K - $30.4K
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
INDA
Ishares Msci India Index Fund

ETFs
Q3 2019 Filed on Nov 13, 2019
2,896
$31.01 - $35.85 $89.8K - $104K
AKAM
Akamai Technologies Inc

Technology
Q3 2019 Filed on Nov 13, 2019
439
$80.38 - $92.54 $35.3K - $40.6K
NWN
Northwest Natural Holding CO

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

Technology
Q3 2019 Filed on Nov 13, 2019
410
$92.51 - $108.7 $37.9K - $44.6K
DOCU
Docusign, Inc.

Technology
Q3 2019 Filed on Nov 13, 2019
161
$43.91 - $64.8 $7.07K - $10.4K
ILPT
Industrial Logistics Properties Trust

Real Estate
Q3 2019 Filed on Nov 13, 2019
985
$20.41 - $22.0 $20.1K - $21.7K
REZI
Resideo Technologies, Inc.

Industrials
Q3 2019 Filed on Nov 13, 2019
240
$13.09 - $21.97 $3.14K - $5.27K
GTX
Garrett Motion Inc.

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
287
$9.61 - $15.16 $2.76K - $4.35K
Harris Corp Del
Q3 2019 Filed on Nov 13, 2019
162
N/A
Providence Svc Corp
Q3 2019 Filed on Nov 13, 2019
69
N/A
MOAT
Vaneck Morningstar Wide Moat E

ETFs
Q3 2019 Filed on Nov 13, 2019
509
N/A
CDW
Cdw Corp

Technology
Q3 2019 Filed on Nov 13, 2019
144
$107.53 - $123.4 $15.5K - $17.8K
FE
Firstenergy Corp

Utilities
Q3 2019 Filed on Nov 13, 2019
850
$42.74 - $48.83 $36.3K - $41.5K
OPI
Office Properties Income Trust

Real Estate
Q3 2019 Filed on Nov 13, 2019
510
$26.06 - $31.01 $13.3K - $15.8K
RE
Everest Re Group LTD

Financial Services
Q3 2019 Filed on Nov 13, 2019
5
$235.88 - $266.76 $1.18K - $1.33K
APD
Air Products & Chemicals, Inc.

Basic Materials
Q3 2019 Filed on Nov 13, 2019
18
$213.78 - $231.81 $3.85K - $4.17K
CUBE
Cube Smart

Real Estate
Q3 2019 Filed on Nov 13, 2019
18
$33.21 - $36.31 $598 - $654
IHF
Ishares Tr

ETFs
Q3 2019 Filed on Nov 13, 2019
388
$160.04 - $181.69 $62.1K - $70.5K
CPRI
Capri Holdings LTD

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
900
$25.57 - $37.06 $23K - $33.4K
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