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
AVB
Avalonbay Communities Inc

Real Estate
10
+ 0.27%
$216.28 - $237.81 $2.16K - $2.38K
3.71K $816K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
16
+ 0.4%
$56.61 - $61.63 $906 - $986
4.04K $228K
EIX
Edison International

Utilities
679
+ 6.73%
$77.93 - $88.36 $52.9K - $60K
10.8K $859K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
1.29K
+ 7.11%
$13.9 - $17.11 $17.9K - $22.1K
19.4K $278K
ITUB
Itau Unibanco Holding S.A.

Financial Services
816
+ 5.33%
$4.96 - $6.57 $4.05K - $5.36K
16.1K $79K
SUI
Sun Communities Inc

Real Estate
54
+ 2.27%
$119.89 - $139.05 $6.47K - $7.51K
2.44K $299K
MBB
Ishares Tr

ETFs
27
+ 0.4%
$91.26 - $95.82 $2.46K - $2.59K
6.75K $618K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
655
+ 2.26%
$45.07 - $47.1 $29.5K - $30.9K
29.6K $1.34M
MOH
Molina Healthcare, Inc.

Healthcare
58
+ 7.08%
$274.73 - $341.91 $15.9K - $19.8K
877 $255K
LI
Li Auto Inc.

Consumer Cyclical
547
+ 2.22%
$21.8 - $30.51 $11.9K - $16.7K
25.2K $603K
ODFL
Old Dominion Freight Line, Inc.

Industrials
320
+ 8.2%
$176.4 - $231.84 $56.4K - $74.2K
4.22K $744K
KHC
Kraft Heinz CO

Consumer Defensive
386
+ 4.01%
$30.1 - $36.02 $11.6K - $13.9K
10K $307K
UGP
Ultrapar Holdings Inc

Energy
572
+ 2.23%
$2.57 - $3.95 $1.47K - $2.26K
26.2K $68K
EXR
Extra Space Storage Inc.

Real Estate
46
+ 3.56%
$142.35 - $178.32 $6.55K - $8.2K
1.34K $200K
LKQ
Lkq Corp

Consumer Cyclical
121
+ 1.03%
$36.0 - $39.99 $4.36K - $4.84K
11.9K $437K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8
+ 0.1%
$96.64 - $101.23 $773 - $810
8.1K $784K
ABEV
Ambev S.A.

Consumer Defensive
3.08K
+ 4.38%
$1.85 - $2.56 $5.69K - $7.87K
73.3K $135K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
266
+ 1.72%
$27.09 - $32.06 $7.21K - $8.53K
15.7K $440K
EMN
Eastman Chemical CO

Basic Materials
178
+ 5.72%
$90.03 - $110.64 $16K - $19.7K
3.29K $300K
ENTG
Entegris Inc

Technology
200
+ 3.99%
$97.67 - $112.92 $19.5K - $22.6K
5.22K $516K
ES
Eversource Energy

Utilities
795
+ 8.62%
$55.9 - $67.73 $44.4K - $53.8K
10K $575K
TSCO
Tractor Supply CO

Consumer Cyclical
7.91K
+ 397.19%
$52.59 - $303.74 $416K - $2.4M
9.9K $525K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
13.5K
+ 99.99%
$18.41 - $40.87 $249K - $552K
27K $499K
SNN
Smith & Nephew PLC

Healthcare
138
+ 1.5%
$24.29 - $30.81 $3.35K - $4.25K
9.32K $229K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
151
+ 0.49%
$11.91 - $14.14 $1.8K - $2.14K
31.3K $382K
DEO
Diageo PLC

Consumer Defensive
896
+ 6.81%
$118.0 - $139.88 $106K - $125K
14K $1.79M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
13
+ 0.24%
$114.08 - $125.68 $1.48K - $1.63K
5.42K $619K
VALE
Vale S.A.

Basic Materials
6.28K
+ 13.41%
$8.74 - $11.78 $54.9K - $74K
53.1K $471K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.02K
+ 2.44%
$26.63 - $30.23 $27.1K - $30.8K
42.8K $1.14M
CNXC
Concentrix Corp

Technology
3
+ 0.03%
$37.26 - $52.63 $112 - $158
10.6K $459K
INTC
Intel Corp

Technology
8.47K
+ 11.34%
$19.07 - $26.23 $161K - $222K
83.1K $1.67M
MDT
Medtronic PLC

Healthcare
1.23K
+ 6.62%
$79.61 - $92.24 $98.1K - $114K
19.8K $1.58M
IRM
Iron Mountain Inc

Real Estate
289
+ 3.23%
$101.62 - $128.14 $29.4K - $37K
9.23K $970K
NIO
Nio Inc.

Consumer Cyclical
8.75K
+ 15.13%
$4.31 - $7.21 $37.7K - $63.1K
66.5K $290K
SBUX
Starbucks Corp

Consumer Cyclical
1.43K
+ 3.89%
$87.44 - $102.5 $125K - $146K
38.1K $3.47M
BILI
Bilibili Inc.

Communication Services
749
+ 3.35%
$18.07 - $29.66 $13.5K - $22.2K
23.1K $418K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
95
+ 0.49%
$58.88 - $64.8 $5.59K - $6.16K
19.6K $1.15M
BBY
Best Buy CO Inc

Consumer Cyclical
243
+ 2.98%
$85.2 - $101.35 $20.7K - $24.6K
8.39K $719K
CCI
Crown Castle International Corp

Real Estate
211
+ 4.11%
$89.78 - $119.11 $18.9K - $25.1K
5.35K $485K
CEG
Constellation Energy Corp

Utilities
26
+ 0.55%
$224.28 - $285.52 $5.83K - $7.42K
4.75K $1.07M
EEM
Ishares Msci Emerging Markets

ETFs
1.85K
+ 3.06%
$41.82 - $47.36 $77.4K - $87.6K
62.4K $2.61M
MTD
Mettler Toledo International Inc

Healthcare
6
+ 0.91%
$1160.67 - $1498.12 $6.96K - $8.99K
664 $812K
RDY
Dr Reddys Laboratories LTD

Healthcare
158K
+ 376.93%
$13.99 - $79.75 $2.21M - $12.6M
200K $3.16M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
60.5K
+ 186.07%
$26.93 - $84.95 $1.63M - $5.14M
93K $2.54M
VIV
Telefonica Brasil S.A.

Communication Services
1.09K
+ 1.34%
$7.5 - $10.25 $8.15K - $11.1K
82.1K $619K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.01K
+ 3.84%
$75.1 - $82.99 $151K - $167K
54.5K $4.12M
SON
Sonoco Products CO

Consumer Cyclical
116
+ 0.24%
$48.6 - $54.89 $5.64K - $6.37K
47.9K $2.34M
KBH
Kb Home

Consumer Cyclical
503
+ 3.16%
$65.58 - $85.3 $33K - $42.9K
16.4K $1.08M
VEU
Vanguard Ftse All World Ex Us

ETFs
105
+ 0.16%
$57.29 - $63.1 $6.02K - $6.63K
64.7K $3.71M
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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