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
LUMN
Lumen Technologies, Inc.

Communication Services
671
+ 5.41%
$1.03 - $7.28 $691 - $4.88K
13.1K $92K
KT
Kt Corp

Communication Services
3.27K
+ 19.88%
$13.14 - $15.8 $43K - $51.7K
19.7K $303K
PAYC
Paycom Software, Inc.

Technology
164
+ 8.06%
$140.16 - $173.86 $23K - $28.5K
2.2K $366K
JLL
Jones Lang Lasalle Inc

Real Estate
17
+ 1.56%
$198.7 - $272.0 $3.38K - $4.62K
1.11K $298K
TLT
Ishares Barclays 20+ Year Trea

ETFs
566
+ 20.2%
$89.91 - $101.33 $50.9K - $57.4K
3.37K $330K
ATR
Aptargroup, Inc.

Healthcare
5
+ 0.14%
$138.54 - $160.11 $693 - $801
3.69K $591K
ALB
Albemarle Corp

Basic Materials
770
+ 32.68%
$72.85 - $100.09 $56.1K - $77.1K
3.13K $296K
TSCO
Tractor Supply CO

Consumer Cyclical
109
+ 5.79%
$251.95 - $290.93 $27.5K - $31.7K
1.99K $579K
PODD
Insulet Corp

Healthcare
101
+ 6.82%
$180.69 - $239.01 $18.2K - $24.1K
1.58K $367K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
30
+ 1.09%
$256.4 - $289.78 $7.69K - $8.69K
2.79K $793K
GDDY
Go Daddy Inc.

Technology
252
+ 16.47%
$141.41 - $167.41 $35.6K - $42.2K
1.78K $279K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
195
+ 0.68%
$44.83 - $47.42 $8.74K - $9.25K
28.9K $1.36M
BAX
Baxter International Inc

Healthcare
849
+ 12.3%
$32.85 - $40.26 $27.9K - $34.2K
7.75K $294K
SSL
Sasol LTD

Basic Materials
12.7K
+ 47.33%
$6.64 - $8.38 $84.3K - $106K
39.5K $267K
LHX
L3 Harris Technologies, Inc.

Industrials
48
+ 1.24%
$221.96 - $243.27 $10.7K - $11.7K
3.92K $932K
BWXT
Bwx Technologies, Inc.

Industrials
100
+ 2.7%
$92.38 - $108.7 $9.24K - $10.9K
3.8K $413K
MAA
Mid America Apartment Communities Inc.

Real Estate
74
+ 2.41%
$138.8 - $166.65 $10.3K - $12.3K
3.15K $500K
FCX
Freeport Mcmoran Inc

Basic Materials
434
+ 1.47%
$39.52 - $51.92 $17.2K - $22.5K
29.9K $1.49M
MBB
Ishares Tr

ETFs
361
+ 5.68%
$90.85 - $96.66 $32.8K - $34.9K
6.72K $643K
TAP
Molson Coors Beverage CO

Consumer Defensive
435
+ 8.59%
$49.94 - $57.52 $21.7K - $25K
5.5K $316K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
334
+ 5.62%
$75.88 - $83.21 $25.3K - $27.8K
6.27K $522K
WPC
W. P. Carey Inc.

Real Estate
72
+ 0.96%
$54.63 - $63.96 $3.93K - $4.61K
7.58K $472K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
11.5K
+ 80.56%
$8.26 - $12.16 $95K - $140K
25.8K $231K
HALO
Halozyme Therapeutics, Inc.

Healthcare
46
+ 0.41%
$51.3 - $64.42 $2.36K - $2.96K
11.4K $651K
ABEV
Ambev S.A.

Consumer Defensive
14.4K
+ 25.87%
$2.04 - $2.44 $29.5K - $35.2K
70.2K $171K
S
Sentinel One, Inc.

Technology
558
+ 3.68%
$19.76 - $25.26 $11K - $14.1K
15.7K $375K
PRU
Prudential Financial Inc

Financial Services
51
+ 0.41%
$105.53 - $127.32 $5.38K - $6.49K
12.5K $1.51M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
555
+ 10.81%
$76.94 - $79.54 $42.7K - $44.1K
5.69K $451K
HUBB
Hubbell Inc

Industrials
31
+ 4.67%
$355.55 - $428.48 $11K - $13.3K
695 $297K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1
+ 0.01%
$71.86 - $78.56 $71.9 - $78.6
9.08K $713K
LCID
Lucid Group, Inc.

Consumer Cyclical
8.34K
+ 32.21%
$2.64 - $4.26 $22K - $35.5K
34.2K $120K
LDOS
Leidos Holdings, Inc.

Technology
4
+ 0.13%
$142.66 - $163.02 $571 - $652
2.98K $485K
ENPH
Enphase Energy, Inc.

Technology
184
+ 8.96%
$95.77 - $123.65 $17.6K - $22.8K
2.24K $252K
TTD
Trade Desk, Inc.

Technology
14
+ 0.38%
$83.08 - $110.79 $1.16K - $1.55K
3.73K $409K
MOH
Molina Healthcare, Inc.

Healthcare
24
+ 3.02%
$283.98 - $360.73 $6.82K - $8.66K
819 $282K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
3
+ 0.06%
$112.99 - $126.45 $339 - $379
5.4K $680K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2
+ 0.02%
$59.93 - $66.52 $120 - $133
12.3K $817K
IP
International Paper CO

Consumer Cyclical
356
+ 7.45%
$42.55 - $49.98 $15.1K - $17.8K
5.14K $250K
REG
Regency Centers Corp

Real Estate
133
+ 3.9%
$61.64 - $75.18 $8.2K - $10K
3.54K $255K
REXR
Rexford Industrial Realty, Inc.

Real Estate
67
+ 0.99%
$44.45 - $52.25 $2.98K - $3.5K
6.82K $343K
FE
Firstenergy Corp

Utilities
95
+ 1.58%
$38.25 - $44.54 $3.63K - $4.23K
6.11K $271K
PCG
Pg&E Corp

Utilities
203
+ 1.26%
$17.08 - $20.6 $3.47K - $4.18K
16.3K $322K
BRFS
Brf S.A.

Consumer Defensive
8.26K
+ 58.47%
$3.63 - $4.75 $30K - $39.2K
22.4K $97K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1
+ 0.01%
$36.98 - $41.55 $37 - $41.6
13.5K $555K
TDY
Teledyne Technologies Inc

Technology
11
+ 1.89%
$381.47 - $437.71 $4.2K - $4.81K
594 $259K
GRFS
Grifols Sa

Healthcare
684
+ 6.67%
$6.28 - $9.38 $4.3K - $6.42K
10.9K $97K
KGC
Kinross Gold Corp

Basic Materials
737
+ 2.89%
$8.02 - $9.84 $5.91K - $7.25K
26.2K $245K
VOYA
Voya Financial, Inc.

Financial Services
9
+ 0.23%
$64.58 - $79.22 $581 - $713
3.85K $304K
EPD
Enterprise Products Partners L.P.

Energy
1K
+ 7.23%
$27.88 - $30.0 $27.9K - $30K
14.8K $431K
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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