Wetherby Asset Management Inc Incresed Positions in Q3 2024

Wetherby Asset Management Inc

  • $2.13 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MDLZ
Mondelez International, Inc.

Consumer Defensive
167
+ 0.47%
$64.35 - $75.71 $10.7K - $12.6K
35.3K $2.6M
EFA
Ishares Tr Msci Eafe ETF

ETFs
312
+ 0.6%
$75.32 - $84.37 $23.5K - $26.3K
52.4K $4.39M
AWK
American Water Works Company, Inc.

Utilities
561
+ 4.45%
$127.76 - $149.9 $71.7K - $84.1K
13.2K $1.92M
URI
United Rentals, Inc.

Industrials
7
+ 0.39%
$627.41 - $814.1 $4.39K - $5.7K
1.78K $1.44M
APD
Air Products & Chemicals, Inc.

Basic Materials
141
+ 2.27%
$247.34 - $300.11 $34.9K - $42.3K
6.36K $1.89M
NGG
National Grid PLC

Utilities
1.89K
+ 15.52%
$57.14 - $70.48 $108K - $133K
14.1K $979K
FIS
Fidelity National Information Services, Inc.

Technology
2.85K
+ 58.86%
$72.8 - $85.04 $208K - $243K
7.7K $644K
VTV
Vanguard Value ETF

ETFs
1.24K
+ 28.24%
$159.75 - $174.57 $198K - $216K
5.63K $982K
IRM
Iron Mountain Inc

Real Estate
198
+ 2.26%
$89.69 - $119.32 $17.8K - $23.6K
8.94K $1.06M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
15
+ 0.19%
$523.84 - $572.02 $7.86K - $8.58K
7.81K $4.45M
IWM
Ishares Russell 2000 ETF

ETFs
5
+ 0.03%
$200.87 - $224.6 $1K - $1.12K
14.5K $3.2M
GPN
Global Payments Inc

Industrials
224
+ 0.56%
$92.66 - $112.97 $20.8K - $25.3K
40.2K $4.12M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
342
+ 1.06%
$77.02 - $85.06 $26.3K - $29.1K
32.5K $2.75M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
28
+ 0.08%
$113.45 - $126.18 $3.18K - $3.53K
35.3K $4.46M
KR
Kroger CO

Consumer Defensive
60
+ 0.18%
$50.43 - $57.3 $3.03K - $3.44K
33K $1.89M
IEFA
Ishares Tr

ETFs
1.04K
+ 3.45%
$70.09 - $78.74 $73.2K - $82.2K
31.3K $2.44M
PEG
Public Service Enterprise Group Inc

Utilities
600
+ 4.9%
$73.58 - $89.21 $44.1K - $53.5K
12.9K $1.15M
BTI
British American Tobacco P.L.C.

Consumer Defensive
3.15K
+ 14.09%
$31.07 - $39.36 $97.8K - $124K
25.5K $932K
BSX
Boston Scientific Corp

Healthcare
576
+ 2.09%
$72.96 - $84.0 $42K - $48.4K
28.1K $2.36M
EIX
Edison International

Utilities
1.11K
+ 12.3%
$71.19 - $87.72 $78.7K - $96.9K
10.1K $878K
HDB
Hdfc Bank LTD

Financial Services
4.97K
+ 11.22%
$58.04 - $66.97 $289K - $333K
49.3K $3.08M
PNR
Pentair PLC

Industrials
28
+ 0.26%
$74.39 - $97.79 $2.08K - $2.74K
10.7K $1.05M
HWM
Howmet Aerospace Inc.

Industrials
522
+ 6.94%
$77.3 - $100.22 $40.4K - $52.3K
8.05K $806K
BKNG
Booking Holdings Inc.

Consumer Cyclical
11
+ 1.58%
$3305.62 - $4268.05 $36.4K - $46.9K
708 $2.98M
WSM
Williams Sonoma Inc

Consumer Cyclical
10.7K
+ 94.76%
$128.47 - $280.94 $1.38M - $3.01M
22K $3.41M
NDAQ
Nasdaq, Inc.

Financial Services
188
+ 1.18%
$59.48 - $74.31 $11.2K - $14K
16.1K $1.18M
RDY
Dr Reddys Laboratories LTD

Healthcare
1.01K
+ 2.47%
$75.41 - $84.21 $76.3K - $85.2K
42K $3.33M
MELI
Mercadolibre Inc

Consumer Cyclical
65
+ 33.85%
$1591.44 - $2140.1 $103K - $139K
257 $527K
VUG
Vanguard Growth ETF

ETFs
344
+ 4.26%
$341.08 - $391.94 $117K - $135K
8.41K $3.23M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
14
+ 0.04%
$75.63 - $84.89 $1.06K - $1.19K
39.1K $3.29M
JNPR
Juniper Networks Inc

Technology
4.59K
+ 36.7%
$36.35 - $39.03 $167K - $179K
17.1K $665K
ZTS
Zoetis Inc.

Healthcare
9
+ 0.1%
$172.58 - $196.48 $1.55K - $1.77K
9.44K $1.85M
FMC
Fmc Corp

Basic Materials
1.16K
+ 7.42%
$54.54 - $66.06 $63.1K - $76.4K
16.7K $1.1M
VXF
Vanguard Extended Market ETF

ETFs
205
+ 1.61%
$163.98 - $182.92 $33.6K - $37.5K
12.9K $2.36M
PLTR
Palantir Technologies Inc.

Technology
641
+ 4.2%
$24.09 - $37.95 $15.4K - $24.3K
15.9K $591K
AVUV
American Centy ETF Tr Avantis

ETFs
250
+ 0.87%
$88.24 - $99.7 $22.1K - $24.9K
28.9K $2.77M
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
NOK
Nokia Corp

Technology
22K
+ 15.61%
$3.62 - $4.48 $79.6K - $98.6K
163K $713K
BILI
Bilibili Inc.

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