Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.19 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Colony Cap Inc New
Q3 2019 Filed on Nov 13, 2019
2,700
N/A
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
GRMN
Garmin LTD

Technology
Q3 2019 Filed on Nov 13, 2019
90
$75.35 - $85.93 $6.78K - $7.73K
MRO
Marathon Oil Corp

Energy
Q3 2019 Filed on Nov 13, 2019
2,000
$11.53 - $14.25 $23.1K - $28.5K
AZN
Astrazeneca PLC

Healthcare
Q3 2019 Filed on Nov 13, 2019
1,200
$40.12 - $45.47 $48.1K - $54.6K
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
CC
Chemours CO

Basic Materials
Q3 2019 Filed on Nov 13, 2019
48
$11.93 - $22.53 $573 - $1.08K
ICF
Ishares Tr

ETFs
Q3 2019 Filed on Nov 13, 2019
215
$56.22 - $60.71 $12.1K - $13.1K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
Q3 2019 Filed on Nov 13, 2019
536
$29.27 - $29.57 $15.7K - $15.8K
Suntrust Bks Inc
Q3 2019 Filed on Nov 13, 2019
50
N/A
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q3 2019 Filed on Nov 13, 2019
19
$53.71 - $58.5 $1.02K - $1.11K
IYW
Ishares Dj Us Tech ETF

ETFs
Q3 2019 Filed on Nov 13, 2019
105
$48.42 - $52.88 $5.08K - $5.55K
IFGL
Ishares International Develope

ETFs
Q3 2019 Filed on Nov 13, 2019
322
$28.55 - $30.55 $9.19K - $9.84K
CBU
Community Bank System, Inc.

Financial Services
Q3 2019 Filed on Nov 13, 2019
1,224
$59.51 - $66.12 $72.8K - $80.9K
EXAS
Exact Sciences Corp

Healthcare
Q3 2019 Filed on Nov 13, 2019
1,000
$90.37 - $122.49 $90.4K - $122K
Eldorado Resorts Inc
Q3 2019 Filed on Nov 13, 2019
50
N/A
PDN
Invesco Fd Tr

ETFs
Q3 2019 Filed on Nov 13, 2019
686
$27.86 - $30.33 $19.1K - $20.8K
AVB
Avalonbay Communities Inc

Real Estate
Q3 2019 Filed on Nov 13, 2019
310
$200.62 - $216.16 $62.2K - $67K
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
FVD
First Tr Value Line Divid Inde

ETFs
Q3 2019 Filed on Nov 13, 2019
500
$32.88 - $35.03 $16.4K - $17.5K
JKHY
Henry Jack & Associates Inc

Technology
Q3 2019 Filed on Nov 13, 2019
224
$133.8 - $148.51 $30K - $33.3K
ITA
Ishares Tr

ETFs
Q3 2019 Filed on Nov 13, 2019
24
$103.28 - $115.56 $2.48K - $2.77K
RTL
Necessity Retail Reit, Inc.

Real Estate
Q3 2019 Filed on Nov 13, 2019
1,438
N/A
MET
Metlife Inc

Financial Services
Q3 2019 Filed on Nov 13, 2019
152
$43.71 - $50.92 $6.64K - $7.74K
VTR
Ventas, Inc.

Real Estate
Q3 2019 Filed on Nov 13, 2019
1,066
$66.92 - $75.23 $71.3K - $80.2K
PRF
Invesco Exchange Traded Fd Tr

ETFs
Q3 2019 Filed on Nov 13, 2019
506
$111.23 - $119.73 $56.3K - $60.6K
ARCC
Ares Capital Corp

Financial Services
Q3 2019 Filed on Nov 13, 2019
250
$17.99 - $19.19 $4.5K - $4.8K
HR
Healthcare Realty Trust Inc

Real Estate
Q3 2019 Filed on Nov 13, 2019
500
$26.69 - $29.57 $13.3K - $14.8K
PACW
Pacwest Bancorp

Financial Services
Q3 2019 Filed on Nov 13, 2019
80
$32.76 - $39.05 $2.62K - $3.12K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
Q3 2019 Filed on Nov 13, 2019
748
$59.23 - $60.86 $44.3K - $45.5K
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
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
MLM
Martin Marietta Materials Inc

Basic Materials
Q3 2019 Filed on Nov 13, 2019
111
$221.06 - $274.1 $24.5K - $30.4K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
173
$225.45 - $366.39 $39K - $63.4K
SWX
Southwest Gas Holdings, Inc.

Utilities
Q3 2019 Filed on Nov 13, 2019
122
$86.81 - $92.14 $10.6K - $11.2K
BRO
Brown & Brown, Inc.

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