Wetherby Asset Management Inc Incresed Positions in Q4 2024

Wetherby Asset Management Inc

  • $2.04 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DAL
Delta Air Lines, Inc.

Industrials
45
+ 0.72%
$47.46 - $65.77 $2.14K - $2.96K
6.34K $383K
WIT
Wipro LTD

Technology
515K
+ 86.11%
$3.54 - $7.24 $1.82M - $3.73M
1.11M $3.94M
VTV
Vanguard Value ETF

ETFs
548
+ 9.74%
$168.32 - $181.87 $92.2K - $99.7K
6.17K $1.05M
HPE
Hewlett Packard Enterprise CO

Technology
751
+ 1.5%
$19.31 - $23.95 $14.5K - $18K
50.9K $1.09M
VIG
Vanguard Dividend Appreciation

ETFs
325
+ 1.61%
N/A
20.5K $3.73M
DDOG
Datadog, Inc.

Technology
15
+ 0.78%
$113.98 - $168.65 $1.71K - $2.53K
1.93K $275K
AIZ
Assurant, Inc.

Financial Services
95
+ 4.58%
$186.6 - $228.68 $17.7K - $21.7K
2.17K $462K
CAH
Cardinal Health Inc

Healthcare
60
+ 1.12%
$107.89 - $125.33 $6.47K - $7.52K
5.42K $641K
XPEV
Xpeng Inc.

Consumer Cyclical
5.77K
+ 10.12%
$10.22 - $15.3 $58.9K - $88.2K
62.7K $741K
IEMG
Ishares Inc

ETFs
896
+ 1.61%
N/A
56.5K $3.03M
UGI
Ugi Corp

Utilities
124
+ 1.01%
$23.24 - $30.37 $2.88K - $3.77K
12.4K $350K
LYV
Live Nation Entertainment, Inc.

Communication Services
33
+ 1.72%
$109.06 - $140.54 $3.6K - $4.64K
1.95K $252K
APA
Apa Corp

Energy
2.32K
+ 20.72%
$20.47 - $27.07 $47.4K - $62.7K
13.5K $312K
DT
Dynatrace, Inc.

Technology
604
+ 14.07%
$51.09 - $59.6 $30.9K - $36K
4.9K $266K
XEL
Xcel Energy Inc

Utilities
323
+ 4.73%
$62.16 - $72.92 $20.1K - $23.6K
7.15K $482K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
10.6K
+ 12.45%
$6.08 - $6.83 $64.4K - $72.4K
95.7K $622K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
5.17K
+ 15.17%
$13.01 - $14.43 $67.2K - $74.6K
39.2K $519K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
616
+ 9.82%
$80.93 - $85.66 $49.9K - $52.8K
6.89K $557K
DLB
Dolby Laboratories, Inc.

Industrials
346
+ 8.93%
$70.91 - $81.98 $24.5K - $28.4K
4.22K $329K
O
Realty Income Corp

Real Estate
2.85K
+ 23.43%
$51.76 - $64.71 $148K - $184K
15K $801K
NLOK
Norton Life Lock Inc.

Technology
1.29K
+ 6.56%
N/A
21K $451K
PTEN
Patterson Uti Energy Inc

Energy
293
+ 0.72%
$7.26 - $8.7 $2.13K - $2.55K
40.8K $336K
NI
Nisource Inc.

Utilities
291
+ 4.15%
$33.74 - $38.25 $9.82K - $11.1K
7.3K $268K
NWSA
News Corp

Communication Services
574
+ 4.98%
$25.68 - $29.86 $14.7K - $17.1K
12.1K $333K
ALB
Albemarle Corp

Basic Materials
622
+ 19.9%
$86.08 - $111.3 $53.5K - $69.2K
3.75K $322K
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
GIS
General Mills Inc

Consumer Defensive
2.9K
+ 17.24%
$62.78 - $74.62 $182K - $217K
19.7K $1.26M
VB
Vanguard Small Cap ETF

ETFs
3
+ 0.06%
$233.76 - $261.58 $701 - $785
5.06K $1.22M
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
SUZ
Suzano S.A.

Basic Materials
867
+ 4.08%
$9.65 - $10.93 $8.37K - $9.48K
22.1K $223K
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
AIG
American International Group, Inc.

Financial Services
152
+ 1.76%
$70.0 - $79.22 $10.6K - $12K
8.8K $640K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
32
+ 0.84%
$53.94 - $58.15 $1.73K - $1.86K
3.84K $216K
XYL
Xylem Inc.

Industrials
3.76K
+ 16.64%
$116.02 - $137.45 $436K - $516K
26.3K $3.06M
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
IEX
Idex Corp

Industrials
66
+ 3.2%
$202.75 - $236.06 $13.4K - $15.6K
2.13K $445K
VO
Vanguard Mid Cap ETF

ETFs
2
+ 0.02%
$261.5 - $284.63 $523 - $569
11.1K $2.93M
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
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.33K
+ 99.98%
$25.33 - $51.16 $135K - $273K
10.7K $275K
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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