Wetherby Asset Management Inc Sells in Q2 2025

Wetherby Asset Management Inc

  • $2.19 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVB
Avalonbay Communities Inc

Real Estate
-419
- 11.28%
$187.23 - $215.61 $78.4K - $90.3K
3.3K $670K
HPE
Hewlett Packard Enterprise CO

Technology
-4.86K
- 9.56%
$12.51 - $20.45 $60.8K - $99.4K
46K $940K
EDU
New Oriental Education & Technology Group Inc.

Consumer Defensive
-178
- 1.35%
$41.22 - $55.5 $7.34K - $9.88K
13K $701K
STZ
Constellation Brands, Inc.

Consumer Defensive
-230
- 13.08%
$160.0 - $195.62 $36.8K - $45K
1.53K $248K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2K
- 4.01%
$51.16 - $62.02 $103K - $124K
48K $2.97M
BALL
Ball Corp

Consumer Cyclical
-2.61K
- 36.88%
$44.94 - $56.99 $117K - $149K
4.47K $250K
MEOH
Methanex Corp

Basic Materials
-277
- 3.67%
$25.87 - $37.31 $7.17K - $10.3K
7.26K $240K
IQV
Iqvia Holdings Inc.

Healthcare
-324
- 16.24%
$137.0 - $174.37 $44.4K - $56.5K
1.67K $263K
SYY
Sysco Corp

Consumer Defensive
-1.6K
- 14.8%
$68.0 - $75.91 $109K - $122K
9.22K $698K
PCAR
Paccar Inc

Industrials
-284
- 2.51%
$86.4 - $99.09 $24.5K - $28.1K
11K $1.05M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-383
- 1.52%
$45.98 - $56.15 $17.6K - $21.5K
24.9K $1.4M
CTSH
Cognizant Technology Solutions Corp

Technology
-1.76K
- 16.14%
$66.47 - $81.81 $117K - $144K
9.13K $712K
EFV
Msci Eafe Value ETF

ETFs
-3.42K
- 38.66%
$52.4 - $64.65 $179K - $221K
5.43K $344K
HUM
Humana Inc

Healthcare
-379
- 13.48%
$224.93 - $295.04 $85.2K - $112K
2.43K $594K
DAL
Delta Air Lines, Inc.

Industrials
-924
- 14.58%
$35.88 - $52.99 $33.2K - $49K
5.41K $266K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-163
- 2.09%
$468.22 - $566.51 $76.3K - $92.3K
7.63K $4.32M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-637
- 16.25%
$90.21 - $112.66 $57.5K - $71.8K
3.28K $299K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
-259
- 2.92%
$96.02 - $124.33 $24.9K - $32.2K
8.62K $993K
CNX
Cnx Resources Corp

Energy
-2.36K
- 21.8%
$28.13 - $34.85 $66.5K - $82.4K
8.48K $285K
SNX
Td Synnex Corp

Technology
-1.26K
- 37.87%
$95.81 - $137.79 $120K - $173K
2.06K $279K
EPD
Enterprise Products Partners L.P.

Energy
-3.35K
- 23.24%
$28.95 - $34.22 $97K - $115K
11.1K $343K
PTEN
Patterson Uti Energy Inc

Energy
-2.36K
- 5.79%
$5.46 - $8.56 $12.9K - $20.2K
38.4K $227K
PPG
Ppg Industries Inc

Basic Materials
-762
- 20.87%
$91.66 - $115.04 $69.8K - $87.7K
2.89K $328K
TROW
Price T Rowe Group Inc

Financial Services
-517
- 15.85%
$80.27 - $98.06 $41.5K - $50.7K
2.75K $264K
VTV
Vanguard Value ETF

ETFs
-841
- 13.62%
$153.67 - $176.74 $129K - $149K
5.33K $942K
PHI
Pldt Inc.

Communication Services
-4.31K
- 24.44%
$20.74 - $23.86 $89.5K - $103K
13.3K $290K
QCOM
Qualcomm Inc

Technology
-1.89K
- 5.29%
$124.66 - $159.48 $236K - $302K
33.9K $5.41M
KMB
Kimberly Clark Corp

Consumer Defensive
-642
- 8.84%
$126.84 - $145.22 $81.4K - $93.2K
6.62K $853K
TXN
Texas Instruments Inc

Technology
-481
- 2.21%
N/A
21.3K $4.14M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.28K
- 22.48%
$77.94 - $79.5 $100K - $102K
4.43K $351K
CBT
Cabot Corp

Basic Materials
-372
- 9.21%
$72.47 - $84.35 $27K - $31.4K
3.67K $275K
DLR
Digital Realty Trust, Inc.

Real Estate
-375
- 3.95%
$136.11 - $177.69 $51K - $66.6K
9.13K $1.59M
HBAN
Huntington Bancshares Inc

Financial Services
-7.02K
- 14.05%
$12.49 - $16.76 $87.7K - $118K
42.9K $719K
NIO
Nio Inc.

Consumer Cyclical
-8.65K
- 13.0%
$3.14 - $4.31 $27.2K - $37.3K
57.9K $198K
PEG
Public Service Enterprise Group Inc

Utilities
-1.02K
- 8.45%
$77.13 - $84.18 $78.3K - $85.4K
11K $925K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
-7.45K
- 7.78%
$5.61 - $6.49 $41.8K - $48.3K
88.3K $533K
ON
On Semiconductor Corp

Technology
-646
- 13.12%
$31.95 - $54.21 $20.6K - $35K
4.28K $224K
JFR
Nuveen Floating Rate Income Fund

Financial Services
-8.31K
- 30.02%
$7.51 - $8.49 $62.4K - $70.6K
19.4K $164K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-242
- 0.26%
$24.32 - $27.87 $5.89K - $6.74K
92.8K $2.46M
BRO
Brown & Brown, Inc.

Financial Services
-1.15K
- 22.24%
$104.48 - $124.43 $120K - $143K
4.01K $444K
MAS
Masco Corp

Industrials
-578
- 10.68%
$58.73 - $71.06 $33.9K - $41.1K
4.84K $311K
ATR
Aptargroup, Inc.

Healthcare
-489
- 13.12%
$133.66 - $158.53 $65.4K - $77.5K
3.24K $506K
AME
Ametek Inc

Industrials
-460
- 7.07%
$151.41 - $182.75 $69.6K - $84.1K
6.04K $1.09M
DSL
Double Line Income Solutions Fund

Financial Services
-5.59K
- 21.83%
$11.15 - $12.57 $62.3K - $70.2K
20K $244K
PKX
Posco Holdings Inc.

Basic Materials
-3.46K
- 19.12%
$41.43 - $49.85 $143K - $173K
14.6K $709K
TRGP
Targa Resources Corp.

Energy
-145
- 1.28%
$157.32 - $205.72 $22.8K - $29.8K
11.1K $1.94M
VALE
Vale S.A.

Basic Materials
-12.2K
- 22.99%
$8.26 - $10.1 $101K - $123K
40.9K $397K
OVV
Ovintiv Inc.

Energy
-795
- 4.59%
$31.18 - $44.14 $24.8K - $35.1K
16.5K $628K
AVY
Avery Dennison Corp

Industrials
-191
- 6.2%
$159.58 - $183.97 $30.5K - $35.1K
2.89K $506K
Activity Summary
Buys All Purchases 473 New Holdings 86 Increased Positions 387 Sells All Sells 399 Reductions 399 Sold out 0 Options Calls 1 Puts 0
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