Wetherby Asset Management Inc Purchases in Q3 2024

Wetherby Asset Management Inc

  • $2.13 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
344
+ 4.26%
$341.08 - $391.94 $117K - $135K
8.41K $3.23M
ZTS
Zoetis Inc.

Healthcare
9
+ 0.1%
$172.58 - $196.48 $1.55K - $1.77K
9.44K $1.85M
JNPR
Juniper Networks Inc

Technology
4.59K
+ 36.7%
$36.35 - $39.03 $167K - $179K
17.1K $665K
LYV
Live Nation Entertainment, Inc.

Communication Services
1.92K
New
$88.06 - $109.5 $169K - $210K
1.92K $210K
BLD
Top Build Corp

Industrials
512
New
$360.4 - $479.09 $185K - $245K
512 $208K
OTEX
Open Text Corp

Technology
6.27K
New
$28.49 - $33.63 $179K - $211K
6.27K $208K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.89K
New
$80.44 - $110.41 $152K - $209K
1.89K $208K
WEX
Wex Inc.

Technology
994
New
$168.01 - $209.77 $167K - $209K
994 $208K
NET
Cloudflare, Inc.

Technology
2.56K
New
$74.4 - $86.96 $191K - $223K
2.56K $207K
FMC
Fmc Corp

Basic Materials
1.16K
+ 7.42%
$54.54 - $66.06 $63.1K - $76.4K
16.7K $1.1M
AVT
Avnet Inc

Technology
3.82K
New
$49.63 - $55.43 $190K - $212K
3.82K $207K
PLTR
Palantir Technologies Inc.

Technology
641
+ 4.2%
$24.09 - $37.95 $15.4K - $24.3K
15.9K $591K
EVR
Evercore Inc.

Financial Services
812
New
$211.0 - $258.67 $171K - $210K
812 $205K
PII
Polaris Inc.

Consumer Cyclical
2.47K
New
$72.9 - $86.86 $180K - $215K
2.47K $205K
VXF
Vanguard Extended Market ETF

ETFs
205
+ 1.61%
$163.98 - $182.92 $33.6K - $37.5K
12.9K $2.36M
TYL
Tyler Technologies Inc

Technology
348
New
$499.52 - $595.46 $174K - $207K
348 $203K
AVUV
American Centy ETF Tr Avantis

ETFs
250
+ 0.87%
$88.24 - $99.7 $22.1K - $24.9K
28.9K $2.77M
UAL
United Airlines Holdings, Inc.

Industrials
3.51K
New
$37.88 - $58.85 $133K - $206K
3.51K $200K
NIO
Nio Inc.

Consumer Cyclical
12.5K
+ 27.51%
$3.67 - $6.68 $45.8K - $83.3K
57.8K $386K
CM
Canadian Imperial Bank Of Commerce

Financial Services
319
+ 2.59%
$47.28 - $62.24 $15.1K - $19.9K
12.6K $774K
AMGN
Amgen Inc

Healthcare
44
+ 0.25%
$309.38 - $337.38 $13.6K - $14.8K
17.7K $5.7M
ARGX
Argenx Se

Healthcare
80
+ 6.26%
$434.22 - $551.9 $34.7K - $44.2K
1.36K $735K
BILI
Bilibili Inc.

Communication Services
259
+ 1.17%
$12.96 - $23.38 $3.36K - $6.06K
22.4K $522K
NOK
Nokia Corp

Technology
22K
+ 15.61%
$3.62 - $4.48 $79.6K - $98.6K
163K $713K
EQT
Eqt Corp

Energy
4.91K
+ 26.12%
$30.21 - $37.21 $148K - $183K
23.7K $869K
ADI
Analog Devices Inc

Technology
633
+ 4.69%
$200.56 - $243.33 $127K - $154K
14.1K $3.25M
MET
Metlife Inc

Financial Services
38
+ 0.28%
$67.96 - $82.48 $2.58K - $3.13K
13.6K $1.13M
SBAC
Sba Communications Corp

Real Estate
60
+ 1.75%
$189.0 - $245.01 $11.3K - $14.7K
3.5K $841K
CTAS
Cintas Corp

Industrials
4.13K
+ 296.91%
$201.38 - $819.83 $831K - $3.38M
5.52K $1.14M
GLW
Corning Inc

Technology
389
+ 1.74%
$37.76 - $46.2 $14.7K - $18K
22.7K $1.03M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.14K
+ 6.24%
$58.03 - $65.37 $66.4K - $74.8K
19.5K $1.26M
CBOE
Cboe Global Markets, Inc.

Financial Services
436
+ 23.03%
$168.57 - $213.65 $73.5K - $93.2K
2.33K $475K
MRVL
Marvell Technology, Inc.

Technology
1.83K
+ 21.59%
$56.15 - $76.24 $103K - $140K
10.3K $743K
GLD
Spdr Gold Trust

ETFs
9
+ 0.18%
$215.56 - $246.98 $1.94K - $2.22K
5.13K $1.25M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
1.83K
+ 9.87%
$31.95 - $38.02 $58.6K - $69.7K
20.4K $764K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
3.21K
+ 25.68%
$33.44 - $37.39 $107K - $120K
15.7K $568K
AZN
Astrazeneca PLC

Healthcare
1.84K
+ 2.44%
$76.67 - $87.62 $141K - $161K
77.1K $6.01M
PSO
Pearson PLC

Communication Services
5.3K
+ 8.78%
$12.39 - $14.05 $65.6K - $74.4K
65.7K $891K
LEG
Leggett & Platt Inc

Consumer Cyclical
10K
New
$10.67 - $14.12 $107K - $141K
10K $136K
VGLT
Vanguard Long Term Treasury Et

ETFs
1.86K
+ 35.6%
$56.52 - $63.23 $105K - $118K
7.08K $435K
HLN
Haleon PLC

Healthcare
1.07K
+ 2.07%
$8.32 - $10.7 $8.93K - $11.5K
52.9K $559K
OKE
Oneok Inc

Energy
42
+ 0.32%
$78.62 - $95.27 $3.3K - $4K
13.1K $1.19M
HAS
Hasbro, Inc.

Consumer Cyclical
45
+ 0.52%
$56.54 - $72.32 $2.54K - $3.25K
8.73K $631K
RELX
Relx PLC

Communication Services
277
+ 0.4%
$44.1 - $48.86 $12.2K - $13.5K
70K $3.32M
ORA
Ormat Technologies, Inc.

Utilities
1.03K
+ 13.6%
$69.2 - $78.16 $71.2K - $80.4K
8.59K $661K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
121
+ 1.14%
$117.9 - $128.2 $14.3K - $15.5K
10.7K $1.37M
WAT
Waters Corp

Healthcare
15
+ 0.95%
$282.7 - $359.89 $4.24K - $5.4K
1.6K $575K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.05K
+ 10.86%
$65.06 - $71.72 $68.1K - $75.1K
10.7K $759K
HSIC
Henry Schein Inc

Healthcare
324
+ 3.09%
$63.92 - $73.22 $20.7K - $23.7K
10.8K $788K
Activity Summary
Buys All Purchases 305 New Holdings 40 Increased Positions 265 Sells All Sells 528 Reductions 528 Sold out 0 Options Calls 1 Puts 0
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