Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.3 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
National Oilwell Varco Inc
Q2 2019 Filed on Jul 19, 2019
275
N/A
KWEB
Kraneshares Tr Csi China Inter

ETFs
Q2 2019 Filed on Jul 19, 2019
150
N/A
TECL
Direxion Daily Technology Bull

ETFs
Q2 2019 Filed on Jul 19, 2019
190
$11.73 - $16.7 $2.23K - $3.17K
Rowan Companies PLC
Q2 2019 Filed on Jul 19, 2019
900
N/A
Micro Focus International Pl
Q2 2019 Filed on Jul 19, 2019
54
N/A
AGNC
Agnc Investment Corp.

Real Estate
Q2 2019 Filed on Jul 19, 2019
3,170
$16.4 - $18.28 $52K - $57.9K
AL
Air Lease Corp

Industrials
Q2 2019 Filed on Jul 19, 2019
304
$35.42 - $41.34 $10.8K - $12.6K
EQNR
Equinor Asa

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

Industrials
Q2 2019 Filed on Jul 19, 2019
1
$366.34 - $402.52 $366 - $403
PVH
Pvh Corp.

Consumer Cyclical
Q2 2019 Filed on Jul 19, 2019
50
$84.49 - $132.71 $4.22K - $6.64K
VMC
Vulcan Materials CO

Basic Materials
Q2 2019 Filed on Jul 19, 2019
16
$119.2 - $137.31 $1.91K - $2.2K
TRTN
Triton International LTD

Industrials
Q2 2019 Filed on Jul 19, 2019
200
$29.55 - $33.5 $5.91K - $6.7K
Colfax Corp
Q2 2019 Filed on Jul 19, 2019
32
N/A
SBAC
Sba Communications Corp

Real Estate
Q2 2019 Filed on Jul 19, 2019
21
$197.3 - $233.68 $4.14K - $4.91K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
Q2 2019 Filed on Jul 19, 2019
100
N/A
MTN
Vail Resorts Inc

Consumer Cyclical
Q2 2019 Filed on Jul 19, 2019
6
$209.47 - $237.13 $1.26K - $1.42K
RAAX
Vaneck ETF Trust Inflation All

ETFs
Q2 2019 Filed on Jul 19, 2019
1,106
N/A
ABC
Amerisourcebergen Corp

Healthcare
Q2 2019 Filed on Jul 19, 2019
2
$71.06 - $86.44 $142 - $173
CDK
Cdk Global, Inc.

Technology
Q2 2019 Filed on Jul 19, 2019
136
$47.35 - $62.39 $6.44K - $8.49K
PFG
Principal Financial Group Inc

Financial Services
Q2 2019 Filed on Jul 19, 2019
192
$51.57 - $57.92 $9.9K - $11.1K
ENLC
En Link Midstream, LLC

Energy
Q2 2019 Filed on Jul 19, 2019
6,749
$9.67 - $12.98 $65.3K - $87.6K
SHW
Sherwin Williams CO

Basic Materials
Q2 2019 Filed on Jul 19, 2019
5
$139.82 - $159.67 $699 - $798
BCE
Bce Inc

Communication Services
Q2 2019 Filed on Jul 19, 2019
187
$44.3 - $46.88 $8.28K - $8.77K
L3 Technologies Inc
Q2 2019 Filed on Jul 19, 2019
10
N/A
SNA
Snap On Inc

Industrials
Q2 2019 Filed on Jul 19, 2019
39
$153.8 - $171.46 $6K - $6.69K
SNPS
Synopsys Inc

Technology
Q2 2019 Filed on Jul 19, 2019
6,537
$113.41 - $130.01 $741K - $850K
FMC
Fmc Corp

Basic Materials
Q2 2019 Filed on Jul 19, 2019
128
$70.92 - $83.38 $9.08K - $10.7K
EWP
Ishares Inc Msci Spain ETF

ETFs
Q2 2019 Filed on Jul 19, 2019
300
$28.14 - $30.05 $8.44K - $9.02K
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
Q2 2019 Filed on Jul 19, 2019
200
N/A
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
Q2 2019 Filed on Jul 19, 2019
47
$26.37 - $29.63 $1.24K - $1.39K
LTHM
Livent Corp.

Basic Materials
Q2 2019 Filed on Jul 19, 2019
164
$6.32 - $12.8 $1.04K - $2.1K
FAST
Fastenal CO

Industrials
Q2 2019 Filed on Jul 19, 2019
9
$30.38 - $35.67 $273 - $321
SLV
I Shares Silver Trust

ETFs
Q2 2019 Filed on Jul 19, 2019
524
$13.46 - $14.46 $7.05K - $7.58K
BKI
Black Knight, Inc.

Technology
Q2 2019 Filed on Jul 19, 2019
37
$54.05 - $61.73 $2K - $2.28K
LEN
Lennar Corp

Consumer Cyclical
Q2 2019 Filed on Jul 19, 2019
15
$47.55 - $53.66 $713 - $805
VEEV
Veeva Systems Inc

Healthcare
Q2 2019 Filed on Jul 19, 2019
110
$126.76 - $171.15 $13.9K - $18.8K
Trinseo S A
Q2 2019 Filed on Jul 19, 2019
206
N/A
Momo Inc
Q2 2019 Filed on Jul 19, 2019
220
N/A
UDOW
Proshares Trust Proshrs Ultrap

ETFs
Q2 2019 Filed on Jul 19, 2019
120
N/A
MUR
Murphy Oil Corp

Energy
Q2 2019 Filed on Jul 19, 2019
1,608
$23.13 - $29.63 $37.2K - $47.6K
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
WLK
Westlake Corp

Basic Materials
Q2 2019 Filed on Jul 19, 2019
5
$57.29 - $77.56 $286 - $388
FLR
Fluor Corp

Industrials
Q2 2019 Filed on Jul 19, 2019
100
$27.72 - $41.56 $2.77K - $4.16K
SONY
Sony Group Corp

Technology
Q2 2019 Filed on Jul 19, 2019
100
$42.17 - $53.94 $4.22K - $5.39K
MGA
Magna International Inc

Consumer Cyclical
Q2 2019 Filed on Jul 19, 2019
19
$42.94 - $56.64 $816 - $1.08K
KAR
Kar Auction Services, Inc.

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