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
DSL
Double Line Income Solutions Fund

Financial Services
334
+ 1.33%
$12.42 - $13.06 $4.15K - $4.36K
25.4K $330K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
69
+ 0.57%
$51.78 - $52.98 $3.57K - $3.66K
12.2K $643K
NLOK
Norton Life Lock Inc.

Technology
703
+ 3.69%
N/A
19.7K $424K
ITUB
Itau Unibanco Holding S.A.

Financial Services
389
+ 2.61%
$5.73 - $6.87 $2.23K - $2.67K
15.3K $101K
STN
Stantec Inc

Industrials
336
+ 7.91%
$76.91 - $87.99 $25.8K - $29.6K
4.59K $368K
HMC
Honda Motor CO LTD

Consumer Cyclical
687
+ 3.11%
$29.02 - $33.61 $19.9K - $23.1K
22.8K $722K
TIP
Ishares Tr Tips Bd ETF

ETFs
9
+ 0.35%
$105.92 - $110.83 $953 - $997
2.56K $283K
AGR
Avangrid, Inc.

Utilities
207
+ 2.86%
$35.27 - $36.04 $7.3K - $7.46K
7.44K $266K
AIQ
Global X Funds Global X Artifi

ETFs
1
+ 0.02%
$31.85 - $37.36 $31.9 - $37.4
6.41K $238K
MLM
Martin Marietta Materials Inc

Basic Materials
25
+ 1.74%
$502.48 - $593.35 $12.6K - $14.8K
1.46K $787K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
13
+ 0.18%
$49.93 - $51.15 $649 - $665
7.17K $366K
AER
Aer Cap Holdings N.V.

Industrials
41
+ 1.81%
$86.24 - $98.28 $3.54K - $4.03K
2.31K $218K
LECO
Lincoln Electric Holdings Inc

Industrials
8
+ 0.52%
$173.3 - $211.48 $1.39K - $1.69K
1.56K $299K
AVY
Avery Dennison Corp

Industrials
4
+ 0.13%
$202.27 - $224.18 $809 - $897
3.2K $705K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
253
+ 2.5%
$14.16 - $14.47 $3.58K - $3.66K
10.4K $149K
UGP
Ultrapar Holdings Inc

Energy
1.59K
+ 6.62%
$3.81 - $4.44 $6.07K - $7.07K
25.7K $99K
XYL
Xylem Inc.

Industrials
119
+ 0.53%
$126.14 - $141.53 $15K - $16.8K
22.6K $3.05M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
72
+ 1.93%
$49.7 - $56.11 $3.58K - $4.04K
3.81K $209K
Siriusxm Holdings Inc
15.9K
New
N/A
15.9K $0
Alto Neuroscience Inc
84.2K
New
N/A
84.2K $0
Canadian Pacific Kansas City
517
+ 2.39%
N/A
22.1K $0
Qiagen Nv
137
+ 1.82%
N/A
7.68K $0
Brookfield Corp
703
+ 2.22%
N/A
32.4K $0
Natwest Group PLC
59
+ 0.1%
N/A
58.9K $0
Jacobs Solutions Inc
92
+ 2.84%
N/A
3.34K $0
Thomson Reuters Corp.
432
+ 2.37%
N/A
18.7K $0
Ge Vernova Inc
48
+ 0.99%
N/A
4.91K $0
Anglogold Ashanti PLC
801
+ 3.5%
N/A
23.7K $0
Maplebear Inc
11.5K
New
N/A
11.5K $0
Ferguson Enterprises Inc
3.22K
New
N/A
3.22K $0
Te Connectivity PLC
50K
New
N/A
50K $0
VIG
Vanguard Dividend Appreciation

ETFs
40
+ 0.2%
$182.15 - $182.15 $7.29K - $7.29K
20.1K $3.67M
C
Citigroup Inc

Financial Services
497
+ 1.34%
$56.11 - $67.61 $27.9K - $33.6K
37.6K $2.35M
ANSS
Ansys Inc

Technology
2
+ 0.15%
$296.54 - $331.25 $593 - $663
1.37K $436K
CX
Cemex Sab De Cv

Basic Materials
2.68K
+ 3.7%
$5.6 - $6.88 $15K - $18.5K
75.2K $457K
SU
Suncor Energy Inc

Energy
349
+ 1.81%
$36.06 - $41.7 $12.6K - $14.6K
19.7K $725K
EL
Estee Lauder Companies Inc

Consumer Defensive
133
+ 3.58%
$84.18 - $106.5 $11.2K - $14.2K
3.85K $383K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
236
+ 1.91%
$11.03 - $18.11 $2.6K - $4.27K
12.6K $141K
NOV
Nov Inc.

Energy
776
+ 6.42%
$15.85 - $20.82 $12.3K - $16.2K
12.9K $205K
MOS
Mosaic CO

Basic Materials
273
+ 1.83%
$24.54 - $30.61 $6.7K - $8.36K
15.2K $406K
DECK
Deckers Outdoor Corp

Consumer Cyclical
2.22K
+ 472.92%
$150.73 - $974.56 $334K - $2.16M
2.69K $428K
NXPI
Nxp Semiconductors N.V.

Technology
159
+ 7.3%
$225.14 - $290.78 $35.8K - $46.2K
2.34K $561K
ASAI
Sendas Distributor S.A.

Consumer Defensive
553
+ 4.53%
$6.88 - $10.7 $3.8K - $5.92K
12.8K $87K
COIN
Coinbase Global, Inc.

Technology
272
+ 13.23%
$147.09 - $265.15 $40K - $72.1K
2.33K $414K
EQNR
Equinor Asa

Energy
1.13K
+ 3.75%
$24.19 - $29.0 $27.3K - $32.8K
31.3K $793K
SNPS
Synopsys Inc

Technology
143
+ 8.22%
$463.97 - $621.3 $66.3K - $88.8K
1.88K $952K
MYRG
Myr Group Inc.

Industrials
12
+ 0.43%
$88.59 - $150.09 $1.06K - $1.8K
2.79K $285K
FANG
Diamondback Energy, Inc.

Energy
22
+ 0.49%
$168.46 - $210.94 $3.71K - $4.64K
4.5K $776K
DELL
Dell Technologies Inc.

Technology
1.75K
+ 9.56%
$87.89 - $145.97 $154K - $255K
20.1K $2.38M
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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