Wetherby Asset Management Inc Purchases in Q4 2024

Wetherby Asset Management Inc

  • $2.04 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
26.3K
+ 31.89%
$71.75 - $75.11 $1.89M - $1.98M
109K $7.82M
NOW
Service Now, Inc.

Technology
85
+ 1.56%
$867.18 - $1148.42 $73.7K - $97.6K
5.54K $5.87M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.34K
+ 8.07%
$521.84 - $558.82 $700K - $750K
18K $9.69M
PLTR
Palantir Technologies Inc.

Technology
2.01K
+ 12.63%
$36.46 - $82.38 $73.2K - $165K
17.9K $1.35M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
18.9K
New
$33.92 - $36.6 $643K - $693K
18.9K $655K
IRTC
I Rhythm Technologies, Inc.

Healthcare
6.74K
New
$57.07 - $91.45 $384K - $616K
6.74K $607K
CNHI
Cnh Industrial N.V.

Industrials
57.9K
+ 430.92%
N/A
71.4K $743K
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.45K
+ 80.43%
$124.26 - $134.12 $552K - $596K
9.97K $1.28M
SPOT
Spotify Technology S.A.

Communication Services
784
+ 72.66%
$362.95 - $502.38 $285K - $394K
1.86K $833K
MSTR
Microstrategy Inc

Technology
1.45K
New
$162.69 - $473.83 $236K - $688K
1.45K $420K
BMY
Bristol Myers Squibb CO

Healthcare
2.27K
+ 5.32%
$51.92 - $59.94 $118K - $136K
44.9K $2.54M
VUG
Vanguard Growth ETF

ETFs
245
+ 2.91%
$378.79 - $428.11 $92.8K - $105K
8.66K $3.55M
IWF
Ishares Russell 1000 Gr ETF

ETFs
12
+ 0.1%
$370.24 - $418.94 $4.44K - $5.03K
12.1K $4.85M
SONY
Sony Group Corp

Technology
170K
+ 388.75%
$17.53 - $96.8 $2.99M - $16.5M
214K $4.53M
VRSK
Verisk Analytics, Inc.

Industrials
626
+ 4.79%
$262.86 - $294.75 $165K - $185K
13.7K $3.77M
AFRM
Affirm Holdings, Inc.

Technology
4.38K
New
$38.48 - $72.86 $168K - $319K
4.38K $266K
HSBC
Hsbc Holdings PLC

Financial Services
87
+ 0.14%
$43.83 - $49.51 $3.81K - $4.31K
61.2K $3.03M
DOCU
Docusign, Inc.

Technology
2.93K
New
$61.42 - $106.99 $180K - $313K
2.93K $263K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
6.22K
+ 56.01%
$45.17 - $47.23 $281K - $294K
17.3K $785K
STT
State Street Corp

Financial Services
276
+ 1.21%
$85.96 - $100.78 $23.7K - $27.8K
23K $2.26M
RTO
Rentokil Initial PLC

Industrials
9.7K
New
$22.92 - $26.98 $222K - $262K
9.7K $245K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3.21K
New
$47.29 - $84.74 $152K - $272K
3.21K $239K
COP
Conocophillips

Energy
3.39K
+ 20.43%
$95.12 - $114.72 $323K - $389K
20K $1.98M
EXEL
Exelixis, Inc.

Healthcare
7.02K
New
$25.39 - $36.46 $178K - $256K
7.02K $233K
SNA
Snap On Inc

Industrials
674
New
$285.44 - $371.35 $192K - $250K
674 $228K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
12.1K
New
$18.42 - $22.58 $222K - $272K
12.1K $227K
ZION
Zions Bancorporation, National Association

Financial Services
4.16K
New
$45.62 - $61.73 $190K - $257K
4.16K $225K
DLTR
Dollar Tree, Inc.

Consumer Defensive
2.93K
New
$61.21 - $76.19 $179K - $223K
2.93K $219K
COIN
Coinbase Global, Inc.

Technology
219
+ 9.41%
$163.17 - $343.62 $35.7K - $75.3K
2.55K $632K
JBL
Jabil Inc

Technology
1.47K
New
$118.97 - $147.77 $175K - $217K
1.47K $211K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
4.54K
New
$41.88 - $50.49 $190K - $229K
4.54K $211K
CINF
Cincinnati Financial Corp

Financial Services
1.44K
New
$132.86 - $160.16 $191K - $231K
1.44K $207K
THG
Hanover Insurance Group, Inc.

Financial Services
1.32K
New
$144.81 - $165.01 $192K - $218K
1.32K $204K
JHG
Janus Henderson Group PLC

Financial Services
4.79K
New
$37.65 - $45.66 $180K - $219K
4.79K $203K
CUZ
Cousins Properties Inc

Real Estate
6.15K
+ 56.41%
$28.63 - $31.94 $176K - $196K
17K $522K
DG
Dollar General Corp

Consumer Defensive
2.65K
New
$73.27 - $84.47 $194K - $224K
2.65K $201K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
8.39K
New
$21.45 - $24.97 $180K - $209K
8.39K $200K
CNA
Cna Financial Corp

Financial Services
4.14K
New
$46.76 - $50.95 $193K - $211K
4.14K $200K
MRNA
Moderna, Inc.

Healthcare
4.81K
New
$36.85 - $63.93 $177K - $308K
4.81K $200K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
7.37K
New
N/A
7.37K $187K
DLR
Digital Realty Trust, Inc.

Real Estate
239
+ 2.58%
$156.46 - $195.69 $37.4K - $46.8K
9.5K $1.68M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.61K
+ 50.38%
$49.79 - $51.14 $180K - $185K
10.8K $540K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
158
+ 17.48%
$260.53 - $404.79 $41.2K - $64K
1.06K $406K
EQIX
Equinix Inc

Real Estate
17
+ 0.66%
$865.69 - $985.0 $14.7K - $16.7K
2.6K $2.45M
EFV
Msci Eafe Value ETF

ETFs
3.44K
+ 63.49%
$51.78 - $57.15 $178K - $196K
8.85K $464K
VST
Vistra Corp.

Utilities
630
+ 18.94%
$115.74 - $166.61 $72.9K - $105K
3.96K $545K
QQQ
Invesco Qqq Trust, Series 1

ETFs
20
+ 0.33%
$481.22 - $538.17 $9.62K - $10.8K
6.02K $3.08M
DXCM
Dexcom Inc

Healthcare
1.04K
+ 16.21%
$65.68 - $81.01 $68.3K - $84.3K
7.46K $579K
OKE
Oneok Inc

Energy
247
+ 1.88%
$92.28 - $117.05 $22.8K - $28.9K
13.4K $1.34M
Activity Summary
Buys All Purchases 204 New Holdings 29 Increased Positions 175 Sells All Sells 604 Reductions 604 Sold out 0 Options Calls 0 Puts 0
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