Wetherby Asset Management Inc Sells in Q3 2024

Wetherby Asset Management Inc

  • $2.13 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TMO
Thermo Fisher Scientific Inc.

Healthcare
-171
- 1.84%
$531.86 - $624.21 $90.9K - $107K
9.12K $5.64M
AFL
Aflac Inc

Financial Services
-275
- 1.13%
$88.52 - $111.8 $24.3K - $30.7K
24K $2.69M
LMT
Lockheed Martin Corp

Industrials
-255
- 4.44%
$460.3 - $584.56 $117K - $149K
5.49K $3.21M
TDG
Trans Digm Group Inc

Industrials
-31
- 0.8%
$1202.03 - $1427.41 $37.3K - $44.2K
3.82K $5.45M
RTX
Raytheon Technologies Corp

Industrials
-1.19K
- 3.6%
$99.55 - $123.34 $118K - $146K
31.8K $3.85M
ADP
Automatic Data Processing Inc

Industrials
-255
- 1.57%
$233.44 - $279.45 $59.5K - $71.3K
15.9K $4.41M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-412
- 2.12%
$72.18 - $107.33 $29.7K - $44.2K
19K $2.02M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.17K
- 6.2%
$213.3 - $270.78 $250K - $318K
17.8K $4.81M
NFLX
Netflix Inc

Communication Services
-183
- 0.79%
$598.55 - $722.26 $110K - $132K
23.1K $16.4M
ANET
Arista Networks, Inc.

Technology
-44
- 0.21%
$311.42 - $388.21 $13.7K - $17.1K
20.7K $7.93M
SAP
Sap Se

Technology
-44
- 0.16%
$197.21 - $231.0 $8.68K - $10.2K
28K $6.42M
KO
Coca Cola CO

Consumer Defensive
-517
- 0.53%
$62.69 - $73.01 $32.4K - $37.7K
97.6K $7.01M
AXP
American Express CO

Financial Services
-668
- 2.78%
$225.92 - $271.17 $151K - $181K
23.4K $6.34M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.1K
- 4.91%
$245.82 - $304.51 $270K - $335K
21.3K $6.48M
IBM
International Business Machines Corp

Technology
-183
- 1.0%
$175.1 - $223.38 $32K - $40.9K
18.1K $4M
CBRE
Cbre Group, Inc.

Real Estate
-187
- 0.68%
$85.97 - $124.48 $16.1K - $23.3K
27.4K $3.41M
IVE
Ishares S&P 500 Value ETF

ETFs
-47
- 0.07%
$181.06 - $197.17 $8.51K - $9.27K
67.3K $13.3M
WMT
Walmart Inc.

Consumer Defensive
-7.01K
- 5.56%
$66.91 - $81.4 $469K - $571K
119K $9.61M
MA
Mastercard Inc

Financial Services
-392
- 1.6%
$429.6 - $500.99 $168K - $196K
24.1K $11.9M
ABBV
Abb Vie Inc.

Healthcare
-409
- 0.9%
$163.84 - $199.33 $67K - $81.5K
45K $8.89M
HD
Home Depot, Inc.

Consumer Cyclical
-1.78K
- 5.3%
$333.64 - $405.2 $595K - $722K
31.8K $12.9M
VTI
Vanguard Total Stock Market Et

ETFs
-13.5K
- 4.07%
$255.18 - $283.2 $3.46M - $3.84M
319K $90.3M
ORCL
Oracle Corp

Technology
-1.4K
- 2.28%
$125.9 - $170.35 $177K - $239K
60.1K $10.2M
VEA
Vanguard Ftse Developed Market

ETFs
-6.61K
- 0.9%
$47.6 - $53.31 $314K - $352K
727K $38.4M
TSLA
Tesla, Inc.

Consumer Cyclical
-504
- 0.87%
$191.76 - $263.26 $96.6K - $133K
57.5K $15M
META
Meta Platforms, Inc.

Communication Services
-990
- 1.42%
$453.41 - $572.44 $449K - $567K
68.6K $39.3M
AAPL
Apple Inc.

Technology
-9.29K
- 1.3%
$207.23 - $234.82 $1.92M - $2.18M
707K $165M
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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