Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.17 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SWIR
Sierra Wireless Inc

Technology
Q3 2019 Filed on Nov 13, 2019
337
$10.08 - $12.25 $3.4K - $4.13K
NTAP
Net App, Inc.

Technology
Q3 2019 Filed on Nov 13, 2019
460
$44.71 - $62.84 $20.6K - $28.9K
MIC
Macquarie Infrastructure Holdings, LLC

Utilities
Q3 2019 Filed on Nov 13, 2019
856
$36.88 - $41.96 $31.6K - $35.9K
NRZ
New Residential Investment Corp.

Real Estate
Q3 2019 Filed on Nov 13, 2019
390
$13.91 - $15.69 $5.42K - $6.12K
Magellan Health Inc
Q3 2019 Filed on Nov 13, 2019
600
N/A
PCAR
Paccar Inc

Industrials
Q3 2019 Filed on Nov 13, 2019
342
$62.53 - $72.57 $21.4K - $24.8K
AEG
Aegon Nv

Financial Services
Q3 2019 Filed on Nov 13, 2019
14,352
$3.69 - $5.14 $53K - $73.8K
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
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q3 2019 Filed on Nov 13, 2019
392
$86.94 - $101.67 $34.1K - $39.9K
EXR
Extra Space Storage Inc.

Real Estate
Q3 2019 Filed on Nov 13, 2019
47
$105.71 - $123.52 $4.97K - $5.81K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q3 2019 Filed on Nov 13, 2019
766
$63.96 - $75.82 $49K - $58.1K
NS
Nu Star Energy L.P.

Energy
Q3 2019 Filed on Nov 13, 2019
1,558
$26.3 - $29.53 $41K - $46K
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q3 2019 Filed on Nov 13, 2019
291
$58.19 - $58.86 $16.9K - $17.1K
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
CRWD
Crowd Strike Holdings, Inc.

Technology
Q3 2019 Filed on Nov 13, 2019
50
$53.46 - $99.65 $2.67K - $4.98K
SJT
San Juan Basin Royalty Trust

Energy
Q3 2019 Filed on Nov 13, 2019
333
$2.24 - $3.78 $746 - $1.26K
MAT
Mattel Inc

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
1,000
$9.2 - $14.6 $9.2K - $14.6K
Intrepid Potash Inc
Q3 2019 Filed on Nov 13, 2019
100
N/A
CVS
Cvs Health Corp

Healthcare
Q3 2019 Filed on Nov 13, 2019
146
$54.09 - $64.3 $7.9K - $9.39K
STT
State Street Corp

Financial Services
Q3 2019 Filed on Nov 13, 2019
760
$48.81 - $61.15 $37.1K - $46.5K
UBER
Uber Technologies, Inc

Technology
Q3 2019 Filed on Nov 13, 2019
100
$30.29 - $44.53 $3.03K - $4.45K
FNDA
Schwab Fundamental U S Small C

ETFs
Q3 2019 Filed on Nov 13, 2019
746
$37.63 - $38.85 $28.1K - $29K
CIF
Mfs Intermediate High Income Fund

Financial Services
Q3 2019 Filed on Nov 13, 2019
1,591
$2.51 - $2.69 $3.99K - $4.28K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
Q3 2019 Filed on Nov 13, 2019
648
$28.24 - $28.68 $18.3K - $18.6K
COUP
Coupa Software Inc

Technology
Q3 2019 Filed on Nov 13, 2019
350
$127.89 - $153.41 $44.8K - $53.7K
MELI
Mercadolibre Inc

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
134
$537.29 - $690.1 $72K - $92.5K
ALC
Alcon Inc

Healthcare
Q3 2019 Filed on Nov 13, 2019
104
$58.2 - $62.42 $6.05K - $6.49K
ACWI
Ishares Msci Acwi ETF

ETFs
Q3 2019 Filed on Nov 13, 2019
81
$70.15 - $75.05 $5.68K - $6.08K
PH
Parker Hannifin Corp

Industrials
Q3 2019 Filed on Nov 13, 2019
248
$157.62 - $184.46 $39.1K - $45.7K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q3 2019 Filed on Nov 13, 2019
1,744
$53.15 - $54.55 $92.7K - $95.1K
TRP
Tc Energy Corp

Energy
Q3 2019 Filed on Nov 13, 2019
325
$47.76 - $52.27 $15.5K - $17K
VPU
Vanguard Utilities ETF

ETFs
Q3 2019 Filed on Nov 13, 2019
56
$138.86 - $144.54 $7.78K - $8.09K
CTSH
Cognizant Technology Solutions Corp

Technology
Q3 2019 Filed on Nov 13, 2019
2,000
$58.75 - $66.41 $118K - $133K
LNC
Lincoln National Corp

Financial Services
Q3 2019 Filed on Nov 13, 2019
43
$51.42 - $66.89 $2.21K - $2.88K
GPRO
Go Pro, Inc.

Technology
Q3 2019 Filed on Nov 13, 2019
30
$3.82 - $5.64 $115 - $169
BAH
Booz Allen Hamilton Holding Corp

Industrials
Q3 2019 Filed on Nov 13, 2019
104
$66.64 - $77.1 $6.93K - $8.02K
VLO
Valero Energy Corp

Energy
Q3 2019 Filed on Nov 13, 2019
1,270
$71.71 - $86.17 $91.1K - $109K
BB
Blackberry LTD

Technology
Q3 2019 Filed on Nov 13, 2019
100
$5.25 - $7.6 $525 - $760
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q3 2019 Filed on Nov 13, 2019
1,634
$27.31 - $28.2 $44.6K - $46.1K
Viacom Inc New
Q3 2019 Filed on Nov 13, 2019
368
N/A
IGV
Ishares Expanded Tech Software

ETFs
Q3 2019 Filed on Nov 13, 2019
398
$209.16 - $230.04 $83.2K - $91.6K
BIDU
Baidu, Inc.

Communication Services
Q3 2019 Filed on Nov 13, 2019
500
$94.35 - $119.35 $47.2K - $59.7K
NYMT
New York Mortgage Trust Inc

Real Estate
Q3 2019 Filed on Nov 13, 2019
1,400
$5.94 - $6.28 $8.32K - $8.79K
BHF
Brighthouse Financial, Inc.

Financial Services
Q3 2019 Filed on Nov 13, 2019
7
$33.74 - $40.75 $236 - $285
Cloudera Inc
Q3 2019 Filed on Nov 13, 2019
262
N/A
STWD
Starwood Property Trust, Inc.

Real Estate
Q3 2019 Filed on Nov 13, 2019
2,787
$22.65 - $24.86 $63.1K - $69.3K
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
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q3 2019 Filed on Nov 13, 2019
51
$115.63 - $123.04 $5.9K - $6.28K
TWTR
Twitter, Inc.

Communication Services
Q3 2019 Filed on Nov 13, 2019
1,360
$36.02 - $45.42 $49K - $61.8K
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