Wetherby Asset Management Inc New Holdings in Q3 2024

Wetherby Asset Management Inc

  • $2.13 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
6.83K
New
$62.4 - $62.4 $426K - $426K
6.83K $426K
BNDX
Vanguard Total International B

ETFs
8.37K
New
$48.42 - $50.35 $405K - $421K
8.37K $420K
FUTU
Futu Holdings LTD

Financial Services
2.83K
New
$55.54 - $95.65 $157K - $270K
2.83K $270K
KIND
Nextdoor Holdings, Inc.

Communication Services
107K
New
$2.26 - $2.93 $241K - $312K
107K $264K
ILMN
Illumina, Inc.

Healthcare
2.01K
New
$105.28 - $135.9 $212K - $273K
2.01K $262K
VGIT
Vanguard Intermediate Term Tre

ETFs
3.9K
New
$57.8 - $60.8 $225K - $237K
3.9K $235K
PB
Prosperity Bancshares Inc

Financial Services
3.21K
New
$59.22 - $74.29 $190K - $239K
3.21K $231K
DT
Dynatrace, Inc.

Technology
4.29K
New
$40.49 - $53.47 $174K - $230K
4.29K $229K
GWRE
Guidewire Software, Inc.

Technology
1.26K
New
$137.04 - $182.94 $172K - $230K
1.26K $229K
SEB
Seaboard Corp

Industrials
72
New
$3019.91 - $3300.0 $217K - $238K
72 $225K
ERIE
Erie Indemnity CO

Financial Services
417
New
$356.56 - $544.84 $149K - $227K
417 $224K
EME
Emcor Group, Inc.

Industrials
516
New
$340.22 - $435.6 $176K - $225K
516 $222K
CAE
Cae Inc

Industrials
11.9K
New
$16.29 - $19.28 $193K - $229K
11.9K $222K
FTI
Technip Fmc PLC

Energy
8.44K
New
$23.46 - $29.5 $198K - $249K
8.44K $221K
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.41K
New
$109.16 - $155.35 $154K - $219K
1.41K $217K
SJM
J M Smucker CO

Consumer Defensive
1.79K
New
$109.12 - $122.4 $195K - $219K
1.79K $216K
RNR
Renaissancere Holdings LTD

Financial Services
793
New
$211.47 - $272.21 $168K - $216K
793 $215K
BLDR
Builders First Source, Inc.

Industrials
1.11K
New
$132.6 - $201.83 $147K - $223K
1.11K $214K
TWLO
Twilio Inc

Communication Services
3.27K
New
$56.03 - $65.23 $183K - $213K
3.27K $213K
LYV
Live Nation Entertainment, Inc.

Communication Services
1.92K
New
$88.06 - $109.5 $169K - $210K
1.92K $210K
BLD
Top Build Corp

Industrials
512
New
$360.4 - $479.09 $185K - $245K
512 $208K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.89K
New
$80.44 - $110.41 $152K - $209K
1.89K $208K
WEX
Wex Inc.

Technology
994
New
$168.01 - $209.77 $167K - $209K
994 $208K
OTEX
Open Text Corp

Technology
6.27K
New
$28.49 - $33.63 $179K - $211K
6.27K $208K
AVT
Avnet Inc

Technology
3.82K
New
$49.63 - $55.43 $190K - $212K
3.82K $207K
NET
Cloudflare, Inc.

Technology
2.56K
New
$74.4 - $86.96 $191K - $223K
2.56K $207K
SWK
Stanley Black & Decker, Inc.

Industrials
1.89K
New
$77.75 - $110.17 $147K - $208K
1.89K $207K
PII
Polaris Inc.

Consumer Cyclical
2.47K
New
$72.9 - $86.86 $180K - $215K
2.47K $205K
EVR
Evercore Inc.

Financial Services
812
New
$211.0 - $258.67 $171K - $210K
812 $205K
TYL
Tyler Technologies Inc

Technology
348
New
$499.52 - $595.46 $174K - $207K
348 $203K
UAL
United Airlines Holdings, Inc.

Industrials
3.51K
New
$37.88 - $58.85 $133K - $206K
3.51K $200K
LEG
Leggett & Platt Inc

Consumer Cyclical
10K
New
$10.67 - $14.12 $107K - $141K
10K $136K
EBR
Brazilian Electric Power CO

Utilities
10K
New
$6.5 - $7.71 $65.2K - $77.3K
10K $72K
OLPX
Olaplex Holdings, Inc.

Consumer Cyclical
11.2K
New
$1.4 - $2.62 $15.7K - $29.4K
11.2K $26K
Ferguson Enterprises Inc
3.22K
New
N/A
3.22K $0
Maplebear Inc
11.5K
New
N/A
11.5K $0
Te Connectivity PLC
50K
New
N/A
50K $0
Siriusxm Holdings Inc
15.9K
New
N/A
15.9K $0
Alto Neuroscience Inc
84.2K
New
N/A
84.2K $0
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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