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
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
PSO
Pearson PLC

Communication Services
5.3K
+ 8.78%
$12.39 - $14.05 $65.6K - $74.4K
65.7K $891K
AZN
Astrazeneca PLC

Healthcare
1.84K
+ 2.44%
$76.67 - $87.62 $141K - $161K
77.1K $6.01M
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
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
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.05K
+ 10.86%
$65.06 - $71.72 $68.1K - $75.1K
10.7K $759K
CUZ
Cousins Properties Inc

Real Estate
2.03K
+ 22.86%
$22.4 - $30.21 $45.4K - $61.2K
10.9K $321K
WAT
Waters Corp

Healthcare
15
+ 0.95%
$282.7 - $359.89 $4.24K - $5.4K
1.6K $575K
HSIC
Henry Schein Inc

Healthcare
324
+ 3.09%
$63.92 - $73.22 $20.7K - $23.7K
10.8K $788K
ED
Consolidated Edison Inc

Utilities
417
+ 8.9%
$88.42 - $104.97 $36.9K - $43.8K
5.1K $531K
VOD
Vodafone Group Public LTD CO

Communication Services
4.36K
+ 7.38%
$8.8 - $10.35 $38.3K - $45.1K
63.4K $635K
K
Kellogg CO

Consumer Defensive
356
+ 9.87%
$56.19 - $80.81 $20K - $28.8K
3.96K $319K
IR
Ingersoll Rand Inc.

Industrials
618
+ 9.45%
$86.9 - $100.4 $53.7K - $62K
7.16K $702K
ES
Eversource Energy

Utilities
74
+ 0.81%
$56.52 - $68.38 $4.18K - $5.06K
9.22K $627K
AIZ
Assurant, Inc.

Financial Services
238
+ 12.96%
$161.28 - $199.95 $38.4K - $47.6K
2.08K $412K
RF
Regions Financial Corp

Financial Services
546
+ 1.9%
$19.51 - $23.42 $10.7K - $12.8K
29.3K $683K
AMD
Advanced Micro Devices Inc

Technology
40
+ 0.08%
$128.67 - $183.96 $5.15K - $7.36K
53.4K $8.75M
TRP
Tc Energy Corp

Energy
145
+ 1.43%
$37.48 - $47.9 $5.43K - $6.95K
10.3K $490K
DD
Du Pont De Nemours, Inc.

Basic Materials
6
+ 0.05%
$77.22 - $89.49 $463 - $537
12.1K $1.08M
CTSH
Cognizant Technology Solutions Corp

Technology
68
+ 0.63%
$66.89 - $77.87 $4.55K - $5.3K
10.8K $836K
AVB
Avalonbay Communities Inc

Real Estate
168
+ 4.75%
$200.95 - $234.65 $33.8K - $39.4K
3.7K $834K
MAS
Masco Corp

Industrials
68
+ 1.2%
$64.7 - $83.94 $4.4K - $5.71K
5.73K $480K
ZBRA
Zebra Technologies Corp

Technology
17
+ 1.11%
$306.21 - $371.02 $5.21K - $6.31K
1.54K $571K
CMC
Commercial Metals CO

Basic Materials
1.85K
+ 0.65%
$48.67 - $60.35 $90.1K - $112K
288K $15.8M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
202
+ 17.58%
$233.81 - $287.01 $47.2K - $58K
1.35K $371K
WY
Weyerhaeuser CO

Real Estate
1.26K
+ 14.01%
$27.05 - $33.84 $34.1K - $42.6K
10.2K $346K
CPB
Campbell Soup CO

Consumer Defensive
1.35K
+ 21.23%
$45.01 - $51.89 $60.6K - $69.9K
7.69K $376K
XEL
Xcel Energy Inc

Utilities
150
+ 2.25%
$52.11 - $65.3 $7.82K - $9.8K
6.83K $445K
TTEK
Tetra Tech Inc

Industrials
5.37K
+ 516.46%
$45.59 - $237.74 $245K - $1.28M
6.41K $301K
ICL
Icl Group Ltd.

Basic Materials
21K
+ 69.31%
$3.8 - $4.65 $79.8K - $97.6K
51.3K $217K
MTCH
Match Group, Inc.

Communication Services
107
+ 0.96%
$29.34 - $38.14 $3.14K - $4.08K
11.2K $425K
BCE
Bce Inc

Communication Services
1.88K
+ 20.63%
$31.33 - $36.08 $59K - $67.9K
11K $382K
IWR
Ishares Russell Mid Cap ETF

ETFs
1
+ 0.01%
$79.92 - $88.19 $79.9 - $88.2
12.2K $1.07M
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
1.88K
+ 22.61%
$33.88 - $42.82 $63.6K - $80.4K
10.2K $424K
LYG
Lloyds Banking Group PLC

Financial Services
27
+ 0.01%
$2.73 - $3.17 $73.7 - $85.6
221K $687K
ENIC
Enel Chile S.A.

Utilities
30.3K
+ 31.62%
$2.54 - $2.95 $76.8K - $89.2K
126K $351K
MPWR
Monolithic Power Systems Inc

Technology
29
+ 5.54%
$757.04 - $947.16 $22K - $27.5K
552 $510K
CAH
Cardinal Health Inc

Healthcare
157
+ 3.02%
$93.74 - $114.66 $14.7K - $18K
5.36K $592K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
148
+ 0.48%
$11.57 - $14.32 $1.71K - $2.12K
31.1K $441K
NTRA
Natera, Inc.

Healthcare
136
+ 4.15%
$97.75 - $129.67 $13.3K - $17.6K
3.42K $434K
ON
On Semiconductor Corp

Technology
784
+ 14.54%
$66.39 - $78.74 $52K - $61.7K
6.18K $448K
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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