Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.17 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ABC
Amerisourcebergen Corp

Healthcare
Q2 2019 Filed on Jul 19, 2019
2
$71.06 - $86.44 $142 - $173
LBRDA
Liberty Broadband Corp

Communication Services
Q2 2019 Filed on Jul 19, 2019
5
$91.96 - $102.84 $460 - $514
Realpage Inc
Q2 2019 Filed on Jul 19, 2019
13
N/A
Pier 1 Imports Inc
Q2 2019 Filed on Jul 19, 2019
438
N/A
BFB
Brown Forman Corp Cl B
Q2 2019 Filed on Jul 19, 2019
8
N/A
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q2 2019 Filed on Jul 19, 2019
8
$14.49 - $14.76 $116 - $118
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
Q2 2019 Filed on Jul 19, 2019
936
$22.09 - $23.45 $20.7K - $21.9K
Caesars Entmt Corp
Q2 2019 Filed on Jul 19, 2019
300
N/A
IBN
Icici Bank LTD

Financial Services
Q2 2019 Filed on Jul 19, 2019
398
$10.62 - $12.6 $4.23K - $5.01K
XMPT
Vaneck Cef Muni Income ETF

ETFs
Q2 2019 Filed on Jul 19, 2019
522
N/A
ENLC
En Link Midstream, LLC

Energy
Q2 2019 Filed on Jul 19, 2019
6,749
$9.67 - $12.98 $65.3K - $87.6K
DELL
Dell Technologies Inc.

Technology
Q2 2019 Filed on Jul 19, 2019
180
$25.66 - $35.38 $4.62K - $6.37K
MUR
Murphy Oil Corp

Energy
Q2 2019 Filed on Jul 19, 2019
1,608
$23.13 - $29.63 $37.2K - $47.6K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
Q2 2019 Filed on Jul 19, 2019
9
$19.7 - $25.0 $177 - $225
LIN
Linde PLC

Basic Materials
Q2 2019 Filed on Jul 19, 2019
55
$173.35 - $204.02 $9.53K - $11.2K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q2 2019 Filed on Jul 19, 2019
184
$52.28 - $56.09 $9.62K - $10.3K
FNF
Fidelity National Financial, Inc.

Financial Services
Q2 2019 Filed on Jul 19, 2019
24
$37.52 - $41.04 $900 - $985
QSR
Restaurant Brands International Inc.

Consumer Cyclical
Q2 2019 Filed on Jul 19, 2019
43
$64.9 - $70.29 $2.79K - $3.02K
CI
Cigna Corp

Healthcare
Q2 2019 Filed on Jul 19, 2019
45
$145.49 - $169.13 $6.55K - $7.61K
SNPS
Synopsys Inc

Technology
Q2 2019 Filed on Jul 19, 2019
6,537
$113.41 - $130.01 $741K - $850K
SU
Suncor Energy Inc

Energy
Q2 2019 Filed on Jul 19, 2019
2,902
$29.98 - $34.19 $87K - $99.2K
MCHP
Microchip Technology Inc

Technology
Q2 2019 Filed on Jul 19, 2019
16
$39.55 - $50.38 $633 - $806
DOV
Dover Corp

Industrials
Q2 2019 Filed on Jul 19, 2019
17
$89.41 - $100.2 $1.52K - $1.7K
MKSI
Mks Instruments Inc

Technology
Q2 2019 Filed on Jul 19, 2019
203
$70.87 - $101.6 $14.4K - $20.6K
Unilever N V
Q2 2019 Filed on Jul 19, 2019
141
N/A
AGNC
Agnc Investment Corp.

Real Estate
Q2 2019 Filed on Jul 19, 2019
3,170
$16.4 - $18.28 $52K - $57.9K
AGE
Age X Therapeutics, Inc.

Healthcare
Q2 2019 Filed on Jul 19, 2019
52,624
$2.58 - $4.92 $136K - $259K
INGR
Ingredion Inc

Consumer Defensive
Q2 2019 Filed on Jul 19, 2019
122
$76.16 - $94.92 $9.29K - $11.6K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q2 2019 Filed on Jul 19, 2019
375
$27.63 - $29.26 $10.4K - $11K
SSO
Proshares Ultra S&P 500

ETFs
Q2 2019 Filed on Jul 19, 2019
20
N/A
Contura Energy Inc
Q2 2019 Filed on Jul 19, 2019
8
N/A
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
Q2 2019 Filed on Jul 19, 2019
281
N/A
RAAX
Vaneck ETF Trust Inflation All

ETFs
Q2 2019 Filed on Jul 19, 2019
1,106
N/A
Liberty Expedia Hldgs Inc
Q2 2019 Filed on Jul 19, 2019
7
N/A
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
Q2 2019 Filed on Jul 19, 2019
562
$23.0 - $24.64 $12.9K - $13.8K
IQDE
Flexshares International Qlty

ETFs
Q2 2019 Filed on Jul 19, 2019
454
$21.34 - $22.62 $9.69K - $10.3K
SIVB
Svb Financial Group

Financial Services
Q2 2019 Filed on Jul 19, 2019
38
$201.4 - $258.61 $7.65K - $9.83K
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q2 2019 Filed on Jul 19, 2019
143
$95.32 - $112.71 $13.6K - $16.1K
Seadrill LTD
Q2 2019 Filed on Jul 19, 2019
4
N/A
GWRE
Guidewire Software, Inc.

Technology
Q2 2019 Filed on Jul 19, 2019
8
$95.15 - $108.38 $761 - $867
KRE
Spdr S&P Regional Banking ETF

ETFs
Q2 2019 Filed on Jul 19, 2019
250
N/A
SIVR
Abrdn Silver ETF Trust

ETFs
Q2 2019 Filed on Jul 19, 2019
308
$13.95 - $15.0 $4.3K - $4.62K
RJF
Raymond James Financial Inc

Financial Services
Q2 2019 Filed on Jul 19, 2019
91
$53.43 - $61.06 $4.86K - $5.56K
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q2 2019 Filed on Jul 19, 2019
48
N/A
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
Q2 2019 Filed on Jul 19, 2019
1,143
N/A
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
Q2 2019 Filed on Jul 19, 2019
100
N/A
SBAC
Sba Communications Corp

Real Estate
Q2 2019 Filed on Jul 19, 2019
21
$197.3 - $233.68 $4.14K - $4.91K
Colfax Corp
Q2 2019 Filed on Jul 19, 2019
32
N/A
EQNR
Equinor Asa

Energy
Q2 2019 Filed on Jul 19, 2019
300
$19.14 - $23.88 $5.74K - $7.16K
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