Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.3 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Total Sys Svcs Inc
Q3 2019 Filed on Nov 13, 2019
6
N/A
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
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
OKE
Oneok Inc

Energy
Q3 2019 Filed on Nov 13, 2019
1,363
$66.76 - $76.5 $91K - $104K
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
250
$41.38 - $47.74 $10.3K - $11.9K
SAIC
Science Applications International Corp

Technology
Q3 2019 Filed on Nov 13, 2019
971
$80.17 - $90.44 $77.8K - $87.8K
TWTR
Twitter, Inc.

Communication Services
Q3 2019 Filed on Nov 13, 2019
1,360
$36.02 - $45.42 $49K - $61.8K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q3 2019 Filed on Nov 13, 2019
51
$115.63 - $123.04 $5.9K - $6.28K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q3 2019 Filed on Nov 13, 2019
145
$26.64 - $29.49 $3.86K - $4.28K
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
STWD
Starwood Property Trust, Inc.

Real Estate
Q3 2019 Filed on Nov 13, 2019
2,787
$22.65 - $24.86 $63.1K - $69.3K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q3 2019 Filed on Nov 13, 2019
392
$86.94 - $101.67 $34.1K - $39.9K
Apollo Global Mgmt LLC
Q3 2019 Filed on Nov 13, 2019
1,699
N/A
SJNK
Spdr Bloomberg Short Term High

ETFs
Q3 2019 Filed on Nov 13, 2019
1,478
$26.99 - $27.14 $39.9K - $40.1K
Cloudera Inc
Q3 2019 Filed on Nov 13, 2019
262
N/A
HCA
Hca Healthcare, Inc.

Healthcare
Q3 2019 Filed on Nov 13, 2019
25
$117.4 - $146.16 $2.94K - $3.65K
ALK
Alaska Air Group, Inc.

Industrials
Q3 2019 Filed on Nov 13, 2019
247
$57.93 - $65.87 $14.3K - $16.3K
TM
Toyota Motor Corp

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
1,041
$125.79 - $138.32 $131K - $144K
VREX
Varex Imaging Corp

Healthcare
Q3 2019 Filed on Nov 13, 2019
115
$25.32 - $32.64 $2.91K - $3.75K
XLI
Industrial Sector Spdr

ETFs
Q3 2019 Filed on Nov 13, 2019
112
$77.22 - $79.35 $8.65K - $8.89K
Royal Dutch Shell PLC
Q3 2019 Filed on Nov 13, 2019
840
N/A
KIM
Kimco Realty Corp

Real Estate
Q3 2019 Filed on Nov 13, 2019
2,271
$17.89 - $20.88 $40.6K - $47.4K
RDS-A
Shell PLC

Energy
Q3 2019 Filed on Nov 13, 2019
400
$49.47 - $57.87 $19.8K - $23.1K
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
VLO
Valero Energy Corp

Energy
Q3 2019 Filed on Nov 13, 2019
1,270
$71.71 - $86.17 $91.1K - $109K
AMS
American Shared Hospital Services

Healthcare
Q3 2019 Filed on Nov 13, 2019
300
$2.44 - $3.09 $732 - $927
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q3 2019 Filed on Nov 13, 2019
9,041
$9.45 - $9.97 $85.4K - $90.1K
DEO
Diageo PLC

Consumer Defensive
Q3 2019 Filed on Nov 13, 2019
17
$160.78 - $175.98 $2.73K - $2.99K
FDX
Fedex Corp

Industrials
Q3 2019 Filed on Nov 13, 2019
530
$143.25 - $176.01 $75.9K - $93.3K
ETN
Eaton Corp PLC

Industrials
Q3 2019 Filed on Nov 13, 2019
217
$75.19 - $88.03 $16.3K - $19.1K
BIDU
Baidu, Inc.

Communication Services
Q3 2019 Filed on Nov 13, 2019
500
$94.35 - $119.35 $47.2K - $59.7K
CCL
Carnival Corp

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
400
$43.03 - $50.55 $17.2K - $20.2K
OHI
Omega Healthcare Investors Inc

Real Estate
Q3 2019 Filed on Nov 13, 2019
1,397
$35.88 - $42.01 $50.1K - $58.7K
SJT
San Juan Basin Royalty Trust

Energy
Q3 2019 Filed on Nov 13, 2019
333
$2.24 - $3.78 $746 - $1.26K
DVY
Ishares Tr

ETFs
Q3 2019 Filed on Nov 13, 2019
1,390
$100.87 - $103.22 $140K - $143K
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q3 2019 Filed on Nov 13, 2019
350
$74.24 - $77.45 $26K - $27.1K
PAA
Plains All American Pipeline LP

Energy
Q3 2019 Filed on Nov 13, 2019
2,642
$20.75 - $25.04 $54.8K - $66.2K
VOD
Vodafone Group Public LTD CO

Communication Services
Q3 2019 Filed on Nov 13, 2019
1,038
$15.68 - $20.05 $16.3K - $20.8K
Brookfield Property Partrs L
Q3 2019 Filed on Nov 13, 2019
1,941
N/A
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q3 2019 Filed on Nov 13, 2019
97
$23.18 - $23.61 $2.25K - $2.29K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
Q3 2019 Filed on Nov 13, 2019
1,437
$38.59 - $39.52 $55.5K - $56.8K
IWS
Ishares Russell Midcap Value E

ETFs
Q3 2019 Filed on Nov 13, 2019
726
$84.39 - $91.13 $61.3K - $66.2K
TEL
Te Connectivity Ltd.

Technology
Q3 2019 Filed on Nov 13, 2019
30
$87.29 - $97.35 $2.62K - $2.92K
ASIX
Advan Six Inc.

Basic Materials
Q3 2019 Filed on Nov 13, 2019
56
$21.36 - $26.93 $1.2K - $1.51K
VFC
V F Corp

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
32
$77.48 - $90.82 $2.48K - $2.91K
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