Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.14 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
IIPR
Innovative Industrial Properties Inc

Real Estate
Q3 2019 Filed on Nov 13, 2019
150
$83.3 - $137.62 $12.5K - $20.6K
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
WDAY
Workday, Inc.

Technology
Q3 2019 Filed on Nov 13, 2019
350
$167.51 - $224.3 $58.6K - $78.5K
OPY
Oppenheimer Holdings Inc

Financial Services
Q3 2019 Filed on Nov 13, 2019
674
$26.42 - $31.3 $17.8K - $21.1K
FBT
First Trust Nyse Arca Biotechn

ETFs
Q3 2019 Filed on Nov 13, 2019
24
$123.44 - $131.99 $2.96K - $3.17K
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
EDIV
Spdr S&P Emerging Dividends Et

ETFs
Q3 2019 Filed on Nov 13, 2019
535
$29.78 - $31.72 $15.9K - $17K
REG
Regency Centers Corp

Real Estate
Q3 2019 Filed on Nov 13, 2019
17
$62.83 - $69.49 $1.07K - $1.18K
AAL
American Airlines Group Inc.

Industrials
Q3 2019 Filed on Nov 13, 2019
30
$24.45 - $34.59 $734 - $1.04K
Pier 1 Imports Inc
Q3 2019 Filed on Nov 13, 2019
21
N/A
FNDC
Schwab Fundamental Intl Small

ETFs
Q3 2019 Filed on Nov 13, 2019
25
$30.43 - $31.22 $761 - $781
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
CNC
Centene Corp

Healthcare
Q3 2019 Filed on Nov 13, 2019
414
$43.13 - $54.51 $17.9K - $22.6K
ACN
Accenture PLC

Technology
Q3 2019 Filed on Nov 13, 2019
140
$185.55 - $201.12 $26K - $28.2K
KEYS
Keysight Technologies, Inc.

Technology
Q3 2019 Filed on Nov 13, 2019
200
$83.34 - $101.38 $16.7K - $20.3K
BHP
Bhp Group LTD

Basic Materials
Q3 2019 Filed on Nov 13, 2019
2,148
$41.65 - $52.6 $89.5K - $113K
California Res Corp
Q3 2019 Filed on Nov 13, 2019
231
N/A
Royal Dutch Shell PLC
Q3 2019 Filed on Nov 13, 2019
840
N/A
SJT
San Juan Basin Royalty Trust

Energy
Q3 2019 Filed on Nov 13, 2019
333
$2.24 - $3.78 $746 - $1.26K
Cloudera Inc
Q3 2019 Filed on Nov 13, 2019
262
N/A
RDS-A
Shell PLC

Energy
Q3 2019 Filed on Nov 13, 2019
400
$49.47 - $57.87 $19.8K - $23.1K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q3 2019 Filed on Nov 13, 2019
392
$86.94 - $101.67 $34.1K - $39.9K
STWD
Starwood Property Trust, Inc.

Real Estate
Q3 2019 Filed on Nov 13, 2019
2,787
$22.65 - $24.86 $63.1K - $69.3K
International Speedway Corp
Q3 2019 Filed on Nov 13, 2019
1,200
N/A
STZ
Constellation Brands, Inc.

Consumer Defensive
Q3 2019 Filed on Nov 13, 2019
84
$186.69 - $210.18 $15.7K - $17.7K
TM
Toyota Motor Corp

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
1,041
$125.79 - $138.32 $131K - $144K
VLO
Valero Energy Corp

Energy
Q3 2019 Filed on Nov 13, 2019
1,270
$71.71 - $86.17 $91.1K - $109K
EOG
Eog Resources Inc

Energy
Q3 2019 Filed on Nov 13, 2019
500
$71.66 - $93.09 $35.8K - $46.5K
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q3 2019 Filed on Nov 13, 2019
1,634
$27.31 - $28.2 $44.6K - $46.1K
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
PH
Parker Hannifin Corp

Industrials
Q3 2019 Filed on Nov 13, 2019
248
$157.62 - $184.46 $39.1K - $45.7K
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
BWZ
Spdr Bloomberg Short Term Inte

ETFs
Q3 2019 Filed on Nov 13, 2019
289
$30.29 - $30.57 $8.75K - $8.83K
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