Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.17 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ALK
Alaska Air Group, Inc.

Industrials
Q3 2019 Filed on Nov 13, 2019
247
$57.93 - $65.87 $14.3K - $16.3K
DVY
Ishares Tr

ETFs
Q3 2019 Filed on Nov 13, 2019
1,390
$100.87 - $103.22 $140K - $143K
ETN
Eaton Corp PLC

Industrials
Q3 2019 Filed on Nov 13, 2019
217
$75.19 - $88.03 $16.3K - $19.1K
DEO
Diageo PLC

Consumer Defensive
Q3 2019 Filed on Nov 13, 2019
17
$160.78 - $175.98 $2.73K - $2.99K
PCG
Pg&E Corp

Utilities
Q3 2019 Filed on Nov 13, 2019
1,203
$10.0 - $23.35 $12K - $28.1K
CPB
Campbell Soup CO

Consumer Defensive
Q3 2019 Filed on Nov 13, 2019
25
$40.12 - $47.15 $1K - $1.18K
CSX
Csx Corp

Industrials
Q3 2019 Filed on Nov 13, 2019
206
$21.47 - $26.52 $4.42K - $5.46K
OPY
Oppenheimer Holdings Inc

Financial Services
Q3 2019 Filed on Nov 13, 2019
674
$26.42 - $31.3 $17.8K - $21.1K
General Electric CO
Q3 2019 Filed on Nov 13, 2019
9,348
N/A
KEYS
Keysight Technologies, Inc.

Technology
Q3 2019 Filed on Nov 13, 2019
200
$83.34 - $101.38 $16.7K - $20.3K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q3 2019 Filed on Nov 13, 2019
145
$26.64 - $29.49 $3.86K - $4.28K
PUK
Prudential PLC

Financial Services
Q3 2019 Filed on Nov 13, 2019
740
$31.49 - $43.49 $23.3K - $32.2K
Liberty Ppty Tr
Q3 2019 Filed on Nov 13, 2019
615
N/A
USRT
Ishares Core U.S. Reit ETF

ETFs
Q3 2019 Filed on Nov 13, 2019
351
$54.43 - $55.6 $19.1K - $19.5K
SUI
Sun Communities Inc

Real Estate
Q3 2019 Filed on Nov 13, 2019
42
$129.53 - $151.29 $5.44K - $6.35K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q3 2019 Filed on Nov 13, 2019
273
N/A
INTU
Intuit Inc

Technology
Q3 2019 Filed on Nov 13, 2019
18
$263.19 - $292.31 $4.74K - $5.26K
Pier 1 Imports Inc
Q3 2019 Filed on Nov 13, 2019
21
N/A
BDX
Becton Dickinson & CO

Healthcare
Q3 2019 Filed on Nov 13, 2019
19
$230.58 - $256.08 $4.38K - $4.87K
MKL
Markel Corp

Financial Services
Q3 2019 Filed on Nov 13, 2019
25
$1080.02 - $1196.23 $27K - $29.9K
Barclays Bk PLC
Q3 2019 Filed on Nov 13, 2019
2,923
N/A
Direxion Shs ETF Tr
Q3 2019 Filed on Nov 13, 2019
643
N/A
XLI
Industrial Sector Spdr

ETFs
Q3 2019 Filed on Nov 13, 2019
112
$77.22 - $79.35 $8.65K - $8.89K
American Intl Group Inc
Q3 2019 Filed on Nov 13, 2019
26
N/A
MPLX
Mplx LP

Energy
Q3 2019 Filed on Nov 13, 2019
6,051
$26.48 - $32.51 $160K - $197K
SNAP
Snap Inc

Communication Services
Q3 2019 Filed on Nov 13, 2019
230
$14.02 - $17.89 $3.22K - $4.11K
Brookfield Property Partrs L
Q3 2019 Filed on Nov 13, 2019
1,941
N/A
ASIX
Advan Six Inc.

Basic Materials
Q3 2019 Filed on Nov 13, 2019
56
$21.36 - $26.93 $1.2K - $1.51K
ICSH
Blackrock Ultra Short Term Bon

ETFs
Q3 2019 Filed on Nov 13, 2019
3,755
$50.27 - $50.42 $189K - $189K
WDAY
Workday, Inc.

Technology
Q3 2019 Filed on Nov 13, 2019
350
$167.51 - $224.3 $58.6K - $78.5K
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
250
$41.38 - $47.74 $10.3K - $11.9K
CPRI
Capri Holdings LTD

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
900
$25.57 - $37.06 $23K - $33.4K
IIPR
Innovative Industrial Properties Inc

Real Estate
Q3 2019 Filed on Nov 13, 2019
150
$83.3 - $137.62 $12.5K - $20.6K
FDX
Fedex Corp

Industrials
Q3 2019 Filed on Nov 13, 2019
530
$143.25 - $176.01 $75.9K - $93.3K
AMS
American Shared Hospital Services

Healthcare
Q3 2019 Filed on Nov 13, 2019
300
$2.44 - $3.09 $732 - $927
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q3 2019 Filed on Nov 13, 2019
97
$23.18 - $23.61 $2.25K - $2.29K
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
IXC
Ishares Tr Global Energy ETF

ETFs
Q3 2019 Filed on Nov 13, 2019
1,979
$30.31 - $31.7 $60K - $62.7K
IYJ
Ishares Tr

ETFs
Q3 2019 Filed on Nov 13, 2019
357
$75.18 - $80.81 $26.8K - $28.8K
AES
Aes Corp

Utilities
Q3 2019 Filed on Nov 13, 2019
316
$14.61 - $17.65 $4.62K - $5.58K
FAST
Fastenal CO

Industrials
Q2 2019 Filed on Jul 19, 2019
9
$30.38 - $35.67 $273 - $321
CDK
Cdk Global, Inc.

Technology
Q2 2019 Filed on Jul 19, 2019
136
$47.35 - $62.39 $6.44K - $8.49K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
Q2 2019 Filed on Jul 19, 2019
503
N/A
H
Hyatt Hotels Corp

Consumer Cyclical
Q2 2019 Filed on Jul 19, 2019
10
$71.57 - $78.76 $716 - $788
HBAN
Huntington Bancshares Inc

Financial Services
Q2 2019 Filed on Jul 19, 2019
3,600
$12.65 - $14.09 $45.5K - $50.7K
UYM
Proshares Ultra Basic Material
Q2 2019 Filed on Jul 19, 2019
0
N/A
KKR
Kkr & Co. Inc.

Financial Services
Q2 2019 Filed on Jul 19, 2019
452
$22.28 - $25.27 $10.1K - $11.4K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
Q2 2019 Filed on Jul 19, 2019
749
N/A
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