Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.14 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
TEL
Te Connectivity Ltd.

Technology
Q3 2019 Filed on Nov 13, 2019
30
$87.29 - $97.35 $2.62K - $2.92K
HYLB
Xtrackers Usd High Yield Corp

ETFs
Q3 2019 Filed on Nov 13, 2019
361
$40.06 - $40.25 $14.5K - $14.5K
HRTX
Heron Therapeutics, Inc.

Healthcare
Q3 2019 Filed on Nov 13, 2019
2
$16.36 - $21.39 $32.7 - $42.8
MPLX
Mplx LP

Energy
Q3 2019 Filed on Nov 13, 2019
6,051
$26.48 - $32.51 $160K - $197K
IWS
Ishares Russell Midcap Value E

ETFs
Q3 2019 Filed on Nov 13, 2019
726
$84.39 - $91.13 $61.3K - $66.2K
SWIR
Sierra Wireless Inc

Technology
Q3 2019 Filed on Nov 13, 2019
337
$10.08 - $12.25 $3.4K - $4.13K
PHG
Koninklijke Philips Nv

Healthcare
Q3 2019 Filed on Nov 13, 2019
868
$43.51 - $48.68 $37.8K - $42.3K
MUB
Ishares National Muni Bond ETF

ETFs
Q3 2019 Filed on Nov 13, 2019
2,441
$112.74 - $115.35 $275K - $282K
PAA
Plains All American Pipeline LP

Energy
Q3 2019 Filed on Nov 13, 2019
2,642
$20.75 - $25.04 $54.8K - $66.2K
AEG
Aegon Nv

Financial Services
Q3 2019 Filed on Nov 13, 2019
14,352
$3.69 - $5.14 $53K - $73.8K
VEON
Veon Ltd.

Communication Services
Q3 2019 Filed on Nov 13, 2019
14,753
$2.34 - $3.2 $34.5K - $47.2K
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
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q3 2019 Filed on Nov 13, 2019
3,309
$48.76 - $49.06 $161K - $162K
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q3 2019 Filed on Nov 13, 2019
291
$58.19 - $58.86 $16.9K - $17.1K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
Q3 2019 Filed on Nov 13, 2019
1,437
$38.59 - $39.52 $55.5K - $56.8K
WLDN
Willdan Group, Inc.

Industrials
Q3 2019 Filed on Nov 13, 2019
1,921
$32.27 - $39.56 $62K - $76K
NUE
Nucor Corp

Basic Materials
Q3 2019 Filed on Nov 13, 2019
500
$46.61 - $56.71 $23.3K - $28.4K
NS
Nu Star Energy L.P.

Energy
Q3 2019 Filed on Nov 13, 2019
1,558
$26.3 - $29.53 $41K - $46K
CGNX
Cognex Corp

Technology
Q3 2019 Filed on Nov 13, 2019
100
$41.94 - $50.47 $4.19K - $5.05K
CSX
Csx Corp

Industrials
Q3 2019 Filed on Nov 13, 2019
206
$21.47 - $26.52 $4.42K - $5.46K
CVS
Cvs Health Corp

Healthcare
Q3 2019 Filed on Nov 13, 2019
146
$54.09 - $64.3 $7.9K - $9.39K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q3 2019 Filed on Nov 13, 2019
273
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
Intrepid Potash Inc
Q3 2019 Filed on Nov 13, 2019
100
N/A
STT
State Street Corp

Financial Services
Q3 2019 Filed on Nov 13, 2019
760
$48.81 - $61.15 $37.1K - $46.5K
CTSH
Cognizant Technology Solutions Corp

Technology
Q3 2019 Filed on Nov 13, 2019
2,000
$58.75 - $66.41 $118K - $133K
MO
Altria Group, Inc.

Consumer Defensive
Q3 2019 Filed on Nov 13, 2019
1,986
$40.12 - $50.53 $79.7K - $100K
LNC
Lincoln National Corp

Financial Services
Q3 2019 Filed on Nov 13, 2019
43
$51.42 - $66.89 $2.21K - $2.88K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q3 2019 Filed on Nov 13, 2019
1,744
$53.15 - $54.55 $92.7K - $95.1K
VPU
Vanguard Utilities ETF

ETFs
Q3 2019 Filed on Nov 13, 2019
56
$138.86 - $144.54 $7.78K - $8.09K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q3 2019 Filed on Nov 13, 2019
51
$334.13 - $362.01 $17K - $18.5K
General Electric CO
Q3 2019 Filed on Nov 13, 2019
9,348
N/A
PPG
Ppg Industries Inc

Basic Materials
Q3 2019 Filed on Nov 13, 2019
740
$106.54 - $120.69 $78.8K - $89.3K
GSK
Gsk PLC

Healthcare
Q3 2019 Filed on Nov 13, 2019
183
$40.46 - $43.52 $7.4K - $7.96K
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
HSBC
Hsbc Holdings PLC

Financial Services
Q3 2019 Filed on Nov 13, 2019
938
$35.53 - $42.1 $33.3K - $39.5K
ITW
Illinois Tool Works Inc

Industrials
Q3 2019 Filed on Nov 13, 2019
64
$145.0 - $159.85 $9.28K - $10.2K
Caesars Entmt Corp
Q2 2019 Filed on Jul 19, 2019
300
N/A
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q2 2019 Filed on Jul 19, 2019
8
$14.49 - $14.76 $116 - $118
H
Hyatt Hotels Corp

Consumer Cyclical
Q2 2019 Filed on Jul 19, 2019
10
$71.57 - $78.76 $716 - $788
FLTR
Vaneck ETF Tr Investment Grade

ETFs
Q2 2019 Filed on Jul 19, 2019
503
N/A
Momo Inc
Q2 2019 Filed on Jul 19, 2019
220
N/A
MORT
Vaneck ETF Tr Mtg Reit Income

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

Consumer Cyclical
Q2 2019 Filed on Jul 19, 2019
119
$64.04 - $90.79 $7.62K - $10.8K
JNPR
Juniper Networks Inc

Technology
Q2 2019 Filed on Jul 19, 2019
161
$24.61 - $28.72 $3.96K - $4.62K
KKR
Kkr & Co. Inc.

Financial Services
Q2 2019 Filed on Jul 19, 2019
452
$22.28 - $25.27 $10.1K - $11.4K
WIX
Wix.Com Ltd.

Technology
Q2 2019 Filed on Jul 19, 2019
10
$118.65 - $149.04 $1.19K - $1.49K
LBRDA
Liberty Broadband Corp

Communication Services
Q2 2019 Filed on Jul 19, 2019
5
$91.96 - $102.84 $460 - $514
Dowdupont Inc
Q2 2019 Filed on Jul 19, 2019
2,334
N/A
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