Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.3 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
KRC
Kilroy Realty Corp

Real Estate
Q3 2019 Filed on Nov 13, 2019
46
$74.25 - $80.06 $3.42K - $3.68K
Sina Corp
Q3 2019 Filed on Nov 13, 2019
885
N/A
Liberty Ppty Tr
Q3 2019 Filed on Nov 13, 2019
615
N/A
Cbs Corp New
Q3 2019 Filed on Nov 13, 2019
648
N/A
FBT
First Trust Nyse Arca Biotechn

ETFs
Q3 2019 Filed on Nov 13, 2019
24
$123.44 - $131.99 $2.96K - $3.17K
AAL
American Airlines Group Inc.

Industrials
Q3 2019 Filed on Nov 13, 2019
30
$24.45 - $34.59 $734 - $1.04K
FE
Firstenergy Corp

Utilities
Q3 2019 Filed on Nov 13, 2019
850
$42.74 - $48.83 $36.3K - $41.5K
SKYW
Skywest Inc

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

Real Estate
Q3 2019 Filed on Nov 13, 2019
13
$117.53 - $130.46 $1.53K - $1.7K
CHKP
Check Point Software Technologies LTD

Technology
Q3 2019 Filed on Nov 13, 2019
4
$105.78 - $120.27 $423 - $481
CIM
Chimera Investment Corp

Real Estate
Q3 2019 Filed on Nov 13, 2019
143
$18.72 - $20.37 $2.68K - $2.91K
ELV
Elevance Health, Inc.

Healthcare
Q3 2019 Filed on Nov 13, 2019
84
$237.69 - $310.48 $20K - $26.1K
AZO
Autozone Inc

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
1
$1059.68 - $1180.0 $1.06K - $1.18K
CW
Curtiss Wright Corp

Industrials
Q3 2019 Filed on Nov 13, 2019
128
$116.81 - $133.45 $15K - $17.1K
REG
Regency Centers Corp

Real Estate
Q3 2019 Filed on Nov 13, 2019
17
$62.83 - $69.49 $1.07K - $1.18K
WDAY
Workday, Inc.

Technology
Q3 2019 Filed on Nov 13, 2019
350
$167.51 - $224.3 $58.6K - $78.5K
EOG
Eog Resources Inc

Energy
Q3 2019 Filed on Nov 13, 2019
500
$71.66 - $93.09 $35.8K - $46.5K
HE
Hawaiian Electric Industries Inc

Utilities
Q3 2019 Filed on Nov 13, 2019
3
$43.32 - $45.61 $130 - $137
STT
State Street Corp

Financial Services
Q3 2019 Filed on Nov 13, 2019
760
$48.81 - $61.15 $37.1K - $46.5K
STZ
Constellation Brands, Inc.

Consumer Defensive
Q3 2019 Filed on Nov 13, 2019
84
$186.69 - $210.18 $15.7K - $17.7K
International Speedway Corp
Q3 2019 Filed on Nov 13, 2019
1,200
N/A
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
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q3 2019 Filed on Nov 13, 2019
1,164
$52.22 - $56.63 $60.8K - $65.9K
HP
Helmerich & Payne, Inc.

Energy
Q3 2019 Filed on Nov 13, 2019
1,921
$36.36 - $52.15 $69.8K - $100K
PK
Park Hotels & Resorts Inc.

Real Estate
Q3 2019 Filed on Nov 13, 2019
1,713
$23.19 - $27.89 $39.7K - $47.8K
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
SUI
Sun Communities Inc

Real Estate
Q3 2019 Filed on Nov 13, 2019
42
$129.53 - $151.29 $5.44K - $6.35K
KEYS
Keysight Technologies, Inc.

Technology
Q3 2019 Filed on Nov 13, 2019
200
$83.34 - $101.38 $16.7K - $20.3K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q3 2019 Filed on Nov 13, 2019
558
$60.53 - $63.24 $33.8K - $35.3K
CGNX
Cognex Corp

Technology
Q3 2019 Filed on Nov 13, 2019
100
$41.94 - $50.47 $4.19K - $5.05K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
Q3 2019 Filed on Nov 13, 2019
666
$53.33 - $54.71 $35.5K - $36.4K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
Q3 2019 Filed on Nov 13, 2019
499
$62.53 - $74.14 $31.2K - $37K
HOG
Harley Davidson, Inc.

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
70
$30.39 - $36.66 $2.13K - $2.57K
Altaba Inc
Q3 2019 Filed on Nov 13, 2019
711
N/A
CERS
Cerus Corp

Healthcare
Q3 2019 Filed on Nov 13, 2019
2,150
$4.86 - $6.05 $10.4K - $13K
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q3 2019 Filed on Nov 13, 2019
291
$58.19 - $58.86 $16.9K - $17.1K
NS
Nu Star Energy L.P.

Energy
Q3 2019 Filed on Nov 13, 2019
1,558
$26.3 - $29.53 $41K - $46K
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
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q3 2019 Filed on Nov 13, 2019
1,634
$27.31 - $28.2 $44.6K - $46.1K
BWZ
Spdr Bloomberg Short Term Inte

ETFs
Q3 2019 Filed on Nov 13, 2019
289
$30.29 - $30.57 $8.75K - $8.83K
ITW
Illinois Tool Works Inc

Industrials
Q3 2019 Filed on Nov 13, 2019
64
$145.0 - $159.85 $9.28K - $10.2K
BWXT
Bwx Technologies, Inc.

Industrials
Q3 2019 Filed on Nov 13, 2019
1,650
$48.7 - $60.41 $80.4K - $99.7K
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