Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.14 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
UDOW
Proshares Trust Proshrs Ultrap

ETFs
Q2 2019 Filed on Jul 19, 2019
120
N/A
SONY
Sony Group Corp

Technology
Q2 2019 Filed on Jul 19, 2019
100
$42.17 - $53.94 $4.22K - $5.39K
MTD
Mettler Toledo International Inc

Healthcare
Q2 2019 Filed on Jul 19, 2019
2
$701.77 - $840.0 $1.4K - $1.68K
MGA
Magna International Inc

Consumer Cyclical
Q2 2019 Filed on Jul 19, 2019
19
$42.94 - $56.64 $816 - $1.08K
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q2 2019 Filed on Jul 19, 2019
335
$74.25 - $92.29 $24.9K - $30.9K
LBTYK
Liberty Global PLC

Communication Services
Q2 2019 Filed on Jul 19, 2019
25
$23.99 - $27.39 $600 - $685
LEN
Lennar Corp

Consumer Cyclical
Q2 2019 Filed on Jul 19, 2019
15
$47.55 - $53.66 $713 - $805
DAL
Delta Air Lines, Inc.

Industrials
Q2 2019 Filed on Jul 19, 2019
222
$51.5 - $58.43 $11.4K - $13K
FAS
Direxion Daily Financial Bull

ETFs
Q2 2019 Filed on Jul 19, 2019
290
N/A
FLR
Fluor Corp

Industrials
Q2 2019 Filed on Jul 19, 2019
100
$27.72 - $41.56 $2.77K - $4.16K
Ihs Markit LTD
Q2 2019 Filed on Jul 19, 2019
31
N/A
BKI
Black Knight, Inc.

Technology
Q2 2019 Filed on Jul 19, 2019
37
$54.05 - $61.73 $2K - $2.28K
CBRE
Cbre Group, Inc.

Real Estate
Q2 2019 Filed on Jul 19, 2019
58
$45.7 - $52.17 $2.65K - $3.03K
WTW
Willis Towers Watson PLC

Financial Services
Q2 2019 Filed on Jul 19, 2019
86
$173.7 - $192.31 $14.9K - $16.5K
HBAN
Huntington Bancshares Inc

Financial Services
Q2 2019 Filed on Jul 19, 2019
3,600
$12.65 - $14.09 $45.5K - $50.7K
TDG
Trans Digm Group Inc

Industrials
Q2 2019 Filed on Jul 19, 2019
10
$440.95 - $497.46 $4.41K - $4.97K
BFB
Brown Forman Corp Cl B
Q2 2019 Filed on Jul 19, 2019
8
N/A
MKSI
Mks Instruments Inc

Technology
Q2 2019 Filed on Jul 19, 2019
203
$70.87 - $101.6 $14.4K - $20.6K
FNF
Fidelity National Financial, Inc.

Financial Services
Q2 2019 Filed on Jul 19, 2019
24
$37.52 - $41.04 $900 - $985
EWA
Ishares Msci Australia ETF

ETFs
Q2 2019 Filed on Jul 19, 2019
798
$21.25 - $22.59 $17K - $18K
SU
Suncor Energy Inc

Energy
Q2 2019 Filed on Jul 19, 2019
2,902
$29.98 - $34.19 $87K - $99.2K
UNP
Union Pacific Corp

Industrials
Q2 2019 Filed on Jul 19, 2019
106
$164.74 - $179.2 $17.5K - $19K
Trinseo S A
Q2 2019 Filed on Jul 19, 2019
206
N/A
AGNC
Agnc Investment Corp.

Real Estate
Q2 2019 Filed on Jul 19, 2019
3,170
$16.4 - $18.28 $52K - $57.9K
ENLC
En Link Midstream, LLC

Energy
Q2 2019 Filed on Jul 19, 2019
6,749
$9.67 - $12.98 $65.3K - $87.6K
CDK
Cdk Global, Inc.

Technology
Q2 2019 Filed on Jul 19, 2019
136
$47.35 - $62.39 $6.44K - $8.49K
Rite Aid Corp
Q2 2019 Filed on Jul 19, 2019
65,000
N/A
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
SLV
I Shares Silver Trust

ETFs
Q2 2019 Filed on Jul 19, 2019
524
$13.46 - $14.46 $7.05K - $7.58K
VDE
Vanguard Energy ETF

ETFs
Q2 2019 Filed on Jul 19, 2019
246
N/A
AIG
American International Group, Inc.

Financial Services
Q2 2019 Filed on Jul 19, 2019
103
$43.55 - $54.25 $4.49K - $5.59K
INGR
Ingredion Inc

Consumer Defensive
Q2 2019 Filed on Jul 19, 2019
122
$76.16 - $94.92 $9.29K - $11.6K
AGE
Age X Therapeutics, Inc.

Healthcare
Q2 2019 Filed on Jul 19, 2019
52,624
$2.58 - $4.92 $136K - $259K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q2 2019 Filed on Jul 19, 2019
375
$27.63 - $29.26 $10.4K - $11K
MCHP
Microchip Technology Inc

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

Healthcare
Q2 2019 Filed on Jul 19, 2019
2
$71.06 - $86.44 $142 - $173
FAST
Fastenal CO

Industrials
Q2 2019 Filed on Jul 19, 2019
9
$30.38 - $35.67 $273 - $321
Biotime Inc
Q2 2019 Filed on Jul 19, 2019
500,245
N/A
CVBF
Cvb Financial Corp

Financial Services
Q2 2019 Filed on Jul 19, 2019
15,667
$20.55 - $22.19 $322K - $348K
VEEV
Veeva Systems Inc

Healthcare
Q2 2019 Filed on Jul 19, 2019
110
$126.76 - $171.15 $13.9K - $18.8K
DELL
Dell Technologies Inc.

Technology
Q2 2019 Filed on Jul 19, 2019
180
$25.66 - $35.38 $4.62K - $6.37K
OCX
Oncocyte Corp

Healthcare
Q2 2019 Filed on Jul 19, 2019
29,656
$2.49 - $5.45 $73.8K - $162K
Realpage Inc
Q2 2019 Filed on Jul 19, 2019
13
N/A
Unilever N V
Q2 2019 Filed on Jul 19, 2019
141
N/A
XMPT
Vaneck Cef Muni Income ETF

ETFs
Q2 2019 Filed on Jul 19, 2019
522
N/A
CI
Cigna Corp

Healthcare
Q2 2019 Filed on Jul 19, 2019
45
$145.49 - $169.13 $6.55K - $7.61K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
Q2 2019 Filed on Jul 19, 2019
281
N/A
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