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
PSTG
Pure Storage, Inc.

Technology
495
+ 5.1%
$48.19 - $66.6 $23.9K - $33K
10.2K $626K
ESLT
Elbit Systems LTD

Industrials
60
+ 2.95%
$201.1 - $263.5 $12.1K - $15.8K
2.09K $540K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
20
+ 0.23%
$109.13 - $130.93 $2.18K - $2.62K
8.88K $1.11M
BCE
Bce Inc

Communication Services
11.1K
+ 100.67%
$22.53 - $34.84 $250K - $386K
22.1K $511K
ORA
Ormat Technologies, Inc.

Utilities
2.97K
+ 34.59%
$67.12 - $83.84 $199K - $249K
11.6K $783K
IAU
Ishares Gold Trust

ETFs
2.5K
+ 34.12%
$48.37 - $52.65 $121K - $132K
9.83K $486K
BMO
Bank Of Montreal

Financial Services
82
+ 0.5%
$89.75 - $103.39 $7.36K - $8.48K
16.4K $1.6M
TS
Tenaris Sa

Energy
151
+ 0.83%
$31.3 - $39.08 $4.73K - $5.9K
18.3K $690K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
4.04K
+ 25.72%
$34.01 - $41.29 $137K - $167K
19.8K $676K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
80
+ 0.23%
$124.61 - $133.96 $9.97K - $10.7K
35.4K $4.56M
ICL
Icl Group Ltd.

Basic Materials
12.4K
+ 24.26%
$3.92 - $5.13 $48.8K - $63.8K
63.7K $314K
WST
West Pharmaceutical Services Inc

Healthcare
21
+ 0.67%
$285.69 - $344.0 $6K - $7.22K
3.14K $1.03M
CSAN
Cosan S.A.

Energy
15.9K
New
$5.37 - $9.88 $85.6K - $157K
15.9K $86K
ET
Energy Transfer LP

Energy
100
+ 0.43%
$16.05 - $19.86 $1.61K - $1.99K
23.6K $462K
NDAQ
Nasdaq, Inc.

Financial Services
157
+ 0.97%
$70.87 - $83.05 $11.1K - $13K
16.3K $1.26M
PANW
Palo Alto Networks Inc

Technology
9.54K
+ 92.09%
$181.96 - $405.9 $1.74M - $3.87M
19.9K $3.62M
NOK
Nokia Corp

Technology
15.7K
+ 9.62%
$4.13 - $4.95 $64.7K - $77.6K
179K $791K
ENPH
Enphase Energy, Inc.

Technology
2.5K
+ 111.85%
$59.52 - $111.18 $149K - $278K
4.74K $325K
L
Loews Corp

Financial Services
80
+ 0.7%
$76.49 - $87.05 $6.12K - $6.96K
11.6K $978K
FICO
Fair Isaac Corp

Technology
29
+ 10.66%
$1911.01 - $2382.4 $55.4K - $69.1K
301 $599K
ETR
Entergy Corp

Utilities
3.09K
+ 103.83%
$73.19 - $156.4 $226K - $483K
6.06K $459K
BRO
Brown & Brown, Inc.

Financial Services
723
+ 16.32%
$100.93 - $113.42 $73K - $82K
5.15K $525K
DAL
Delta Air Lines, Inc.

Industrials
45
+ 0.72%
$47.46 - $65.77 $2.14K - $2.96K
6.34K $383K
IWD
Ishares Russell 1000 Val ETF

ETFs
381
+ 28.43%
$183.23 - $199.79 $69.8K - $76.1K
1.72K $318K
WIT
Wipro LTD

Technology
515K
+ 86.11%
$3.54 - $7.24 $1.82M - $3.73M
1.11M $3.94M
VTV
Vanguard Value ETF

ETFs
548
+ 9.74%
$168.32 - $181.87 $92.2K - $99.7K
6.17K $1.05M
HPE
Hewlett Packard Enterprise CO

Technology
751
+ 1.5%
$19.31 - $23.95 $14.5K - $18K
50.9K $1.09M
VIG
Vanguard Dividend Appreciation

ETFs
325
+ 1.61%
N/A
20.5K $3.73M
DDOG
Datadog, Inc.

Technology
15
+ 0.78%
$113.98 - $168.65 $1.71K - $2.53K
1.93K $275K
AIZ
Assurant, Inc.

Financial Services
95
+ 4.58%
$186.6 - $228.68 $17.7K - $21.7K
2.17K $462K
CAH
Cardinal Health Inc

Healthcare
60
+ 1.12%
$107.89 - $125.33 $6.47K - $7.52K
5.42K $641K
IEMG
Ishares Inc

ETFs
896
+ 1.61%
N/A
56.5K $3.03M
XPEV
Xpeng Inc.

Consumer Cyclical
5.77K
+ 10.12%
$10.22 - $15.3 $58.9K - $88.2K
62.7K $741K
MET
Metlife Inc

Financial Services
684
+ 5.01%
$78.15 - $88.25 $53.5K - $60.4K
14.3K $1.17M
UGI
Ugi Corp

Utilities
124
+ 1.01%
$23.24 - $30.37 $2.88K - $3.77K
12.4K $350K
LYV
Live Nation Entertainment, Inc.

Communication Services
33
+ 1.72%
$109.06 - $140.54 $3.6K - $4.64K
1.95K $252K
APA
Apa Corp

Energy
2.32K
+ 20.72%
$20.47 - $27.07 $47.4K - $62.7K
13.5K $312K
XEL
Xcel Energy Inc

Utilities
323
+ 4.73%
$62.16 - $72.92 $20.1K - $23.6K
7.15K $482K
DT
Dynatrace, Inc.

Technology
604
+ 14.07%
$51.09 - $59.6 $30.9K - $36K
4.9K $266K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
10.6K
+ 12.45%
$6.08 - $6.83 $64.4K - $72.4K
95.7K $622K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
5.17K
+ 15.17%
$13.01 - $14.43 $67.2K - $74.6K
39.2K $519K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
616
+ 9.82%
$80.93 - $85.66 $49.9K - $52.8K
6.89K $557K
DLB
Dolby Laboratories, Inc.

Industrials
346
+ 8.93%
$70.91 - $81.98 $24.5K - $28.4K
4.22K $329K
O
Realty Income Corp

Real Estate
2.85K
+ 23.43%
$51.76 - $64.71 $148K - $184K
15K $801K
NLOK
Norton Life Lock Inc.

Technology
1.29K
+ 6.56%
N/A
21K $451K
PTEN
Patterson Uti Energy Inc

Energy
293
+ 0.72%
$7.26 - $8.7 $2.13K - $2.55K
40.8K $336K
ALB
Albemarle Corp

Basic Materials
622
+ 19.9%
$86.08 - $111.3 $53.5K - $69.2K
3.75K $322K
NI
Nisource Inc.

Utilities
291
+ 4.15%
$33.74 - $38.25 $9.82K - $11.1K
7.3K $268K
NWSA
News Corp

Communication Services
574
+ 4.98%
$25.68 - $29.86 $14.7K - $17.1K
12.1K $333K
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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