Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.3 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q3 2019 Filed on Nov 13, 2019
273
N/A
MIC
Macquarie Infrastructure Holdings, LLC

Utilities
Q3 2019 Filed on Nov 13, 2019
856
$36.88 - $41.96 $31.6K - $35.9K
United Technologies Corp
Q3 2019 Filed on Nov 13, 2019
96
N/A
PPG
Ppg Industries Inc

Basic Materials
Q3 2019 Filed on Nov 13, 2019
740
$106.54 - $120.69 $78.8K - $89.3K
NUE
Nucor Corp

Basic Materials
Q3 2019 Filed on Nov 13, 2019
500
$46.61 - $56.71 $23.3K - $28.4K
WLDN
Willdan Group, Inc.

Industrials
Q3 2019 Filed on Nov 13, 2019
1,921
$32.27 - $39.56 $62K - $76K
IYJ
Ishares Tr

ETFs
Q3 2019 Filed on Nov 13, 2019
357
$75.18 - $80.81 $26.8K - $28.8K
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
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q3 2019 Filed on Nov 13, 2019
3,309
$48.76 - $49.06 $161K - $162K
LDOS
Leidos Holdings, Inc.

Technology
Q3 2019 Filed on Nov 13, 2019
777
$78.98 - $88.82 $61.4K - $69K
IXC
Ishares Tr Global Energy ETF

ETFs
Q3 2019 Filed on Nov 13, 2019
1,979
$30.31 - $31.7 $60K - $62.7K
CSX
Csx Corp

Industrials
Q3 2019 Filed on Nov 13, 2019
206
$21.47 - $26.52 $4.42K - $5.46K
VEON
Veon Ltd.

Communication Services
Q3 2019 Filed on Nov 13, 2019
14,753
$2.34 - $3.2 $34.5K - $47.2K
NLY
Annaly Capital Management Inc

Real Estate
Q3 2019 Filed on Nov 13, 2019
4,892
$8.19 - $9.67 $40.1K - $47.3K
General Electric CO
Q3 2019 Filed on Nov 13, 2019
9,348
N/A
GSK
Gsk PLC

Healthcare
Q3 2019 Filed on Nov 13, 2019
183
$40.46 - $43.52 $7.4K - $7.96K
PUK
Prudential PLC

Financial Services
Q3 2019 Filed on Nov 13, 2019
740
$31.49 - $43.49 $23.3K - $32.2K
SWIR
Sierra Wireless Inc

Technology
Q3 2019 Filed on Nov 13, 2019
337
$10.08 - $12.25 $3.4K - $4.13K
HNPIY
Huaneng Power International Inc
Q3 2019 Filed on Nov 13, 2019
1,639
$0.54 - $0.58 $885 - $951
AEG
Aegon Nv

Financial Services
Q3 2019 Filed on Nov 13, 2019
14,352
$3.69 - $5.14 $53K - $73.8K
FNDC
Schwab Fundamental Intl Small

ETFs
Q3 2019 Filed on Nov 13, 2019
25
$30.43 - $31.22 $761 - $781
NTAP
Net App, Inc.

Technology
Q3 2019 Filed on Nov 13, 2019
460
$44.71 - $62.84 $20.6K - $28.9K
BDX
Becton Dickinson & CO

Healthcare
Q3 2019 Filed on Nov 13, 2019
19
$230.58 - $256.08 $4.38K - $4.87K
PHG
Koninklijke Philips Nv

Healthcare
Q3 2019 Filed on Nov 13, 2019
868
$43.51 - $48.68 $37.8K - $42.3K
MPLX
Mplx LP

Energy
Q3 2019 Filed on Nov 13, 2019
6,051
$26.48 - $32.51 $160K - $197K
CME
Cme Group Inc.

Financial Services
Q3 2019 Filed on Nov 13, 2019
19
$194.42 - $223.07 $3.69K - $4.24K
American Intl Group Inc
Q3 2019 Filed on Nov 13, 2019
26
N/A
SLB
Schlumberger Limited

Energy
Q3 2019 Filed on Nov 13, 2019
716
$31.25 - $40.97 $22.4K - $29.3K
SNAP
Snap Inc

Communication Services
Q3 2019 Filed on Nov 13, 2019
230
$14.02 - $17.89 $3.22K - $4.11K
HRL
Hormel Foods Corp

Consumer Defensive
Q3 2019 Filed on Nov 13, 2019
1,919
$40.41 - $44.54 $77.5K - $85.5K
HYLB
Xtrackers Usd High Yield Corp

ETFs
Q3 2019 Filed on Nov 13, 2019
361
$40.06 - $40.25 $14.5K - $14.5K
MUB
Ishares National Muni Bond ETF

ETFs
Q3 2019 Filed on Nov 13, 2019
2,441
$112.74 - $115.35 $275K - $282K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q3 2019 Filed on Nov 13, 2019
51
$334.13 - $362.01 $17K - $18.5K
CPRT
Copart Inc

Consumer Cyclical
Q2 2019 Filed on Jul 19, 2019
33
$62.18 - $74.84 $2.05K - $2.47K
ETR
Entergy Corp

Utilities
Q2 2019 Filed on Jul 19, 2019
14
$92.9 - $104.26 $1.3K - $1.46K
Gci Liberty Inc
Q2 2019 Filed on Jul 19, 2019
14
N/A
DAL
Delta Air Lines, Inc.

Industrials
Q2 2019 Filed on Jul 19, 2019
222
$51.5 - $58.43 $11.4K - $13K
DOV
Dover Corp

Industrials
Q2 2019 Filed on Jul 19, 2019
17
$89.41 - $100.2 $1.52K - $1.7K
CLR
Continental Resources, Inc

Energy
Q2 2019 Filed on Jul 19, 2019
3
$35.0 - $51.82 $105 - $155
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
Q2 2019 Filed on Jul 19, 2019
103
N/A
Pier 1 Imports Inc
Q2 2019 Filed on Jul 19, 2019
438
N/A
Fireeye Inc
Q2 2019 Filed on Jul 19, 2019
100
N/A
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
Q2 2019 Filed on Jul 19, 2019
936
$22.09 - $23.45 $20.7K - $21.9K
SYY
Sysco Corp

Consumer Defensive
Q2 2019 Filed on Jul 19, 2019
319
$66.33 - $75.49 $21.2K - $24.1K
IGR
Cbre Global Real Estate Income Fund

Financial Services
Q2 2019 Filed on Jul 19, 2019
738
$7.22 - $7.63 $5.33K - $5.63K
Vaneck Vectors ETF Tr
Q2 2019 Filed on Jul 19, 2019
211
N/A
OMC
Omnicom Group Inc.

Communication Services
Q2 2019 Filed on Jul 19, 2019
26
$73.51 - $83.8 $1.91K - $2.18K
LBTYA
Liberty Global PLC

Communication Services
Q2 2019 Filed on Jul 19, 2019
13
$24.37 - $28.29 $317 - $368
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