Wetherby Asset Management Inc Reduced Holdings in Q3 2024

Wetherby Asset Management Inc

  • $2.13 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WIT
Wipro LTD

Technology
-5.83K
- 0.96%
$5.66 - $6.89 $33K - $40.1K
598K $3.88M
MS
Morgan Stanley

Financial Services
-281
- 0.87%
$92.07 - $106.96 $25.9K - $30.1K
32K $3.33M
TCOM
Trip.Com Group LTD

Consumer Cyclical
-353
- 1.98%
$39.32 - $61.32 $13.9K - $21.6K
17.4K $1.04M
FSLR
First Solar, Inc.

Technology
-50
- 0.56%
$205.36 - $255.78 $10.3K - $12.8K
8.86K $2.21M
EBAY
Ebay Inc

Consumer Cyclical
-1.54K
- 5.74%
$52.61 - $65.44 $81K - $101K
25.3K $1.65M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-207
- 0.91%
$105.53 - $118.34 $21.8K - $24.5K
22.4K $2.62M
VNO
Vornado Realty Trust

Real Estate
-101
- 0.62%
$25.5 - $39.4 $2.58K - $3.98K
16.3K $640K
VO
Vanguard Mid Cap ETF

ETFs
-98
- 0.87%
$237.84 - $263.83 $23.3K - $25.9K
11.1K $2.93M
JD
Jd.Com, Inc.

Consumer Cyclical
-5.19K
- 17.32%
$24.95 - $40.01 $130K - $208K
24.8K $991K
NSC
Norfolk Southern Corp

Industrials
-24
- 0.35%
$213.75 - $259.69 $5.13K - $6.23K
6.77K $1.68M
ECL
Ecolab Inc.

Basic Materials
-200
- 1.23%
$228.86 - $255.76 $45.8K - $51.2K
16.1K $4.11M
FTNT
Fortinet, Inc.

Technology
-205
- 1.44%
$55.39 - $77.55 $11.4K - $15.9K
14K $1.09M
TRGP
Targa Resources Corp.

Energy
-48
- 0.39%
$127.86 - $156.46 $6.14K - $7.51K
12.4K $1.83M
ICE
Intercontinental Exchange, Inc.

Financial Services
-155
- 1.42%
$136.93 - $162.81 $21.2K - $25.2K
10.7K $1.73M
TRV
Travelers Companies, Inc.

Financial Services
-212
- 2.22%
$201.87 - $242.35 $42.8K - $51.4K
9.33K $2.18M
ITW
Illinois Tool Works Inc

Industrials
-232
- 1.9%
$233.14 - $263.97 $54.1K - $61.2K
12K $3.14M
GDS
Gds Holdings LTD

Technology
-138
- 0.61%
$9.3 - $21.55 $1.28K - $2.97K
22.5K $458K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-247
- 1.27%
$125.95 - $142.04 $31.1K - $35.1K
19.2K $2.73M
CEG
Constellation Energy Corp

Utilities
-135
- 2.78%
$167.08 - $262.86 $22.6K - $35.5K
4.72K $1.23M
KB
Kb Financial Group Inc.

Financial Services
-972
- 1.56%
$56.85 - $67.06 $55.3K - $65.2K
61.2K $3.78M
JHX
James Hardie Industries PLC

Basic Materials
-394
- 1.18%
$31.27 - $42.02 $12.3K - $16.6K
33.1K $1.33M
CSCO
Cisco Systems, Inc.

Technology
-8.14K
- 6.51%
$44.74 - $53.22 $364K - $433K
117K $6.22M
ALL
Allstate Corp

Financial Services
-40
- 0.41%
$158.43 - $192.86 $6.34K - $7.71K
9.77K $1.85M
ISRG
Intuitive Surgical Inc

Healthcare
-9
- 0.14%
$416.14 - $494.01 $3.75K - $4.45K
6.24K $3.06M
IWV
Ishares Russell 3000 ETF

ETFs
-284
- 1.32%
$294.75 - $326.73 $83.7K - $92.8K
21.2K $6.92M
MMM
3 M CO

Industrials
-637
- 5.7%
$99.69 - $139.42 $63.5K - $88.8K
10.5K $1.44M
DHI
Horton D R Inc

Consumer Cyclical
-580
- 6.93%
$135.21 - $197.06 $78.4K - $114K
7.79K $1.49M
STT
State Street Corp

Financial Services
-271
- 1.18%
$73.37 - $89.31 $19.9K - $24.2K
22.7K $2.01M
GS
Goldman Sachs Group Inc

Financial Services
-407
- 3.36%
$459.02 - $510.25 $187K - $208K
11.7K $5.8M
ACGL
Arch Capital Group Ltd.

Financial Services
-256
- 0.77%
$94.47 - $114.25 $24.2K - $29.2K
32.9K $3.68M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-131
- 0.58%
$283.28 - $314.39 $37.1K - $41.2K
22.5K $7.08M
T
At&T Inc.

Communication Services
-4.34K
- 2.85%
$18.21 - $22.28 $79K - $96.7K
148K $3.25M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-9.73K
- 4.86%
$41.9 - $48.26 $407K - $469K
191K $9.12M
PEN
Penumbra Inc

Healthcare
-23
- 0.09%
$163.64 - $210.12 $3.76K - $4.83K
26.8K $5.2M
RACE
Ferrari N.V.

Consumer Cyclical
-76
- 1.14%
$405.92 - $496.79 $30.8K - $37.8K
6.6K $3.1M
TMUS
T Mobile Us, Inc.

Communication Services
-57
- 0.43%
$175.14 - $206.36 $9.98K - $11.8K
13.2K $2.72M
SBUX
Starbucks Corp

Consumer Cyclical
-4.15K
- 10.18%
$72.51 - $98.6 $301K - $410K
36.7K $3.57M
BX
Blackstone Inc.

Financial Services
-147
- 1.03%
$120.77 - $159.66 $17.8K - $23.5K
14.1K $2.17M
V
Visa Inc.

Financial Services
-1.08K
- 1.91%
$253.74 - $291.56 $275K - $315K
55.4K $15.2M
HCA
Hca Healthcare, Inc.

Healthcare
-67
- 1.23%
$315.12 - $406.43 $21.1K - $27.2K
5.38K $2.19M
PH
Parker Hannifin Corp

Industrials
-32
- 0.88%
$501.01 - $635.92 $16K - $20.3K
3.59K $2.27M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-230
- 1.38%
$156.14 - $187.2 $35.9K - $43.1K
16.4K $3.03M
CAT
Caterpillar Inc

Industrials
-783
- 5.98%
$316.8 - $391.12 $248K - $306K
12.3K $4.82M
GE
General Electric CO

Industrials
-655
- 3.26%
$156.66 - $189.66 $103K - $124K
19.5K $3.67M
UL
Unilever PLC

Consumer Defensive
-704
- 1.35%
$54.7 - $65.59 $38.5K - $46.2K
51.3K $3.33M
JPM
Jpmorgan Chase & CO

Financial Services
-1.5K
- 1.6%
$194.9 - $224.8 $291K - $336K
91.8K $19.3M
ABT
Abbott Laboratories

Healthcare
-893
- 1.53%
$100.07 - $118.13 $89.4K - $105K
57.4K $6.54M
BLK
Black Rock Inc.

Financial Services
-18
- 0.57%
$782.27 - $949.51 $14.1K - $17.1K
3.14K $2.98M
NEE
Nextera Energy Inc

Utilities
-320
- 0.83%
$69.9 - $84.97 $22.4K - $27.2K
38.2K $3.23M
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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