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
ADSK
Autodesk, Inc.

Technology
96
+ 1.67%
N/A
5.84K $1.43M
AYI
Acuity Brands Inc

Industrials
5
+ 0.38%
$292.13 - $333.45 $1.46K - $1.67K
1.32K $384K
CIB
Bancolombia Sa

Financial Services
668
+ 7.46%
$30.96 - $33.47 $20.7K - $22.4K
9.63K $303K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
24.6K
+ 200.02%
$22.01 - $66.82 $541K - $1.64M
36.9K $836K
JKHY
Henry Jack & Associates Inc

Technology
113
+ 7.44%
$171.12 - $186.18 $19.3K - $21K
1.63K $286K
HRL
Hormel Foods Corp

Consumer Defensive
595
+ 8.63%
$29.21 - $33.55 $17.4K - $20K
7.49K $235K
VB
Vanguard Small Cap ETF

ETFs
3
+ 0.06%
$233.76 - $261.58 $701 - $785
5.06K $1.22M
GIS
General Mills Inc

Consumer Defensive
2.9K
+ 17.24%
$62.78 - $74.62 $182K - $217K
19.7K $1.26M
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
65
+ 0.66%
$19.11 - $24.18 $1.24K - $1.57K
9.93K $224K
BNS
Bank Of Nova Scotia

Financial Services
706
+ 2.04%
$51.5 - $57.02 $36.4K - $40.3K
35.2K $1.89M
REG
Regency Centers Corp

Real Estate
52
+ 1.47%
$69.77 - $75.91 $3.63K - $3.95K
3.6K $265K
GGG
Graco Inc

Industrials
282
+ 6.05%
$81.45 - $92.29 $23K - $26K
4.94K $416K
JFR
Nuveen Floating Rate Income Fund

Financial Services
531
+ 1.95%
$8.74 - $9.22 $4.64K - $4.9K
27.7K $247K
XYL
Xylem Inc.

Industrials
3.76K
+ 16.64%
$116.02 - $137.45 $436K - $516K
26.3K $3.06M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
32
+ 0.84%
$53.94 - $58.15 $1.73K - $1.86K
3.84K $216K
AIG
American International Group, Inc.

Financial Services
152
+ 1.76%
$70.0 - $79.22 $10.6K - $12K
8.8K $640K
ASAI
Sendas Distributor S.A.

Consumer Defensive
8.23K
+ 64.56%
$4.12 - $6.81 $33.9K - $56.1K
21K $93K
VRT
Vertiv Holdings CO

Industrials
51
+ 2.18%
N/A
2.39K $207K
VO
Vanguard Mid Cap ETF

ETFs
2
+ 0.02%
$261.5 - $284.63 $523 - $569
11.1K $2.93M
IEX
Idex Corp

Industrials
66
+ 3.2%
$202.75 - $236.06 $13.4K - $15.6K
2.13K $445K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
80
+ 0.75%
$126.68 - $134.74 $10.1K - $10.8K
10.8K $1.37M
GMAB
Genmab A/S

Healthcare
2.02K
+ 17.31%
$20.02 - $24.15 $40.5K - $48.9K
13.7K $286K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
113
+ 1.09%
$14.28 - $14.81 $1.61K - $1.67K
10.5K $150K
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.33K
+ 99.98%
$25.33 - $51.16 $135K - $273K
10.7K $275K
Arista Networks Inc
68.7K
New
N/A
68.7K $0
Brookfield Asset Managmt LTD
3.9K
New
N/A
3.9K $0
Atlassian Corporation
1.22K
New
N/A
1.22K $0
Blackrock Inc
2.97K
New
N/A
2.97K $0
CTSH
Cognizant Technology Solutions Corp

Technology
47
+ 0.43%
$74.37 - $82.32 $3.5K - $3.87K
10.9K $836K
Lam Research Corp
27.3K
New
N/A
27.3K $0
Brookfield Corp
77
+ 0.24%
N/A
32.5K $0
BNDX
Vanguard Total International B

ETFs
189
+ 2.26%
$48.91 - $50.61 $9.24K - $9.57K
8.56K $419K
TYL
Tyler Technologies Inc

Technology
1
+ 0.29%
$576.64 - $635.69 $577 - $636
349 $201K
FSV
First Service Corp

Real Estate
8
+ 0.29%
$176.17 - $197.05 $1.41K - $1.58K
2.78K $503K
WEX
Wex Inc.

Technology
174
+ 17.51%
$167.45 - $216.67 $29.1K - $37.7K
1.17K $204K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
403
+ 2.84%
$11.39 - $12.41 $4.59K - $5K
14.6K $170K
ATR
Aptargroup, Inc.

Healthcare
35
+ 0.95%
$156.73 - $176.15 $5.49K - $6.17K
3.73K $585K
WWD
Woodward, Inc.

Industrials
5
+ 0.35%
$159.67 - $187.29 $798 - $936
1.44K $240K
AEM
Agnico Eagle Mines LTD

Basic Materials
120
+ 1.76%
$75.99 - $88.85 $9.12K - $10.7K
6.94K $543K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
22
+ 0.39%
$77.86 - $79.27 $1.71K - $1.74K
5.71K $445K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1
+ 0.01%
$77.23 - $82.11 $77.2 - $82.1
9.08K $706K
FNDX
Schwab Fundamental U S Large C

ETFs
21.2K
+ 200.0%
$23.49 - $71.77 $499K - $1.52M
31.8K $753K
DSL
Double Line Income Solutions Fund

Financial Services
144
+ 0.57%
$12.32 - $13.0 $1.77K - $1.87K
25.6K $321K
MANH
Manhattan Associates Inc

Technology
1
+ 0.11%
$263.36 - $309.78 $263 - $310
912 $246K
S
Sentinel One, Inc.

Technology
724
+ 4.61%
$22.05 - $28.68 $16K - $20.8K
16.4K $364K
JNPR
Juniper Networks Inc

Technology
330
+ 1.93%
$35.08 - $39.26 $11.6K - $13K
17.4K $652K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
1.02K
+ 10.05%
$36.36 - $43.93 $37.2K - $44.9K
11.2K $407K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4
+ 0.03%
$77.02 - $78.58 $308 - $314
13.1K $1.01M
ACWI
Ishares Msci Acwi ETF

ETFs
59
+ 0.47%
$117.05 - $123.03 $6.91K - $7.26K
12.5K $1.47M
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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