Wetherby Asset Management Inc Sells in Q4 2024

Wetherby Asset Management Inc

  • $2.04 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ELP
Energy CO Of Parana

Utilities
-3.59K
- 14.14%
$5.76 - $7.41 $20.7K - $26.6K
21.8K $129K
HSIC
Henry Schein Inc

Healthcare
-282
- 2.61%
$66.54 - $77.66 $18.8K - $21.9K
10.5K $729K
DTE
Dte Energy CO

Utilities
-198
- 4.24%
$117.04 - $129.77 $23.2K - $25.7K
4.47K $540K
TIP
Ishares Tr Tips Bd ETF

ETFs
-457
- 17.84%
$106.33 - $110.69 $48.6K - $50.6K
2.11K $224K
MKC
Mccormick & CO Inc

Consumer Defensive
-229
- 3.41%
$73.97 - $84.09 $16.9K - $19.3K
6.49K $494K
HOLX
Hologic Inc

Healthcare
-332
- 8.73%
$70.76 - $83.72 $23.5K - $27.8K
3.47K $250K
PTC
Ptc Inc.

Technology
-343
- 20.69%
$175.97 - $201.89 $60.4K - $69.2K
1.32K $241K
EFX
Equifax Inc

Industrials
-62
- 5.93%
$245.03 - $293.5 $15.2K - $18.2K
984 $250K
CLX
Clorox CO

Consumer Defensive
-322
- 4.28%
$156.51 - $169.74 $50.4K - $54.7K
7.2K $1.17M
FTV
Fortive Corp

Technology
-395
- 5.85%
$71.16 - $79.68 $28.1K - $31.5K
6.36K $476K
FANG
Diamondback Energy, Inc.

Energy
-101
- 2.24%
$153.06 - $199.5 $15.5K - $20.1K
4.4K $721K
KEYS
Keysight Technologies, Inc.

Technology
-417
- 5.41%
$149.01 - $172.53 $62.1K - $71.9K
7.3K $1.17M
IWM
Ishares Russell 2000 ETF

ETFs
-245
- 1.69%
$216.13 - $242.4 $53K - $59.4K
14.2K $3.14M
TECH
Bio Techne Corp

Healthcare
-137
- 2.62%
$66.37 - $78.17 $9.09K - $10.7K
5.1K $367K
SLF
Sun Life Financial Inc

Financial Services
-1.3K
- 5.93%
$55.43 - $62.69 $72.2K - $81.6K
20.7K $1.23M
WCN
Waste Connections, Inc.

Industrials
-98
- 2.24%
$171.06 - $193.25 $16.8K - $18.9K
4.27K $732K
IT
Gartner Inc

Technology
-38
- 3.05%
$481.22 - $551.8 $18.3K - $21K
1.21K $584K
EC
Ecopetrol S.A.

Energy
-3.51K
- 19.47%
$7.36 - $9.04 $25.8K - $31.7K
14.5K $115K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.97K
- 7.25%
$55.73 - $66.16 $110K - $130K
25.2K $1.52M
CMS
Cms Energy Corp

Utilities
-393
- 7.98%
$65.76 - $71.94 $25.8K - $28.3K
4.53K $302K
ARGX
Argenx Se

Healthcare
-235
- 17.32%
$520.52 - $638.33 $122K - $150K
1.12K $690K
CIGI
Colliers International Group Inc.

Real Estate
-9
- 0.34%
$133.99 - $155.4 $1.21K - $1.4K
2.62K $355K
FE
Firstenergy Corp

Utilities
-367
- 6.0%
$39.14 - $44.52 $14.4K - $16.3K
5.75K $228K
KEP
Korea Electric Power Corp

Utilities
-1.95K
- 5.99%
$6.81 - $9.0 $13.3K - $17.6K
30.7K $210K
CPRT
Copart Inc

Consumer Cyclical
-2.5K
- 12.36%
$51.36 - $63.8 $129K - $160K
17.8K $1.02M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-5.43K
- 21.04%
$8.24 - $11.07 $44.7K - $60.1K
20.4K $189K
NICE
Nice Ltd.

Technology
-178
- 5.86%
$164.71 - $199.17 $29.3K - $35.5K
2.86K $486K
VV
Vanguard Large Cap ETF

ETFs
-302
- 4.77%
$260.27 - $280.65 $78.6K - $84.8K
6.03K $1.62M
MUR
Murphy Oil Corp

Energy
-414
- 5.3%
$28.14 - $36.09 $11.6K - $14.9K
7.4K $223K
FDX
Fedex Corp

Industrials
-287
- 5.35%
$260.5 - $305.15 $74.8K - $87.6K
5.08K $1.43M
VICI
Vici Properties Inc.

Real Estate
-216
- 2.65%
$28.27 - $33.19 $6.11K - $7.17K
7.92K $231K
NRG
Nrg Energy, Inc.

Utilities
-360
- 4.28%
$85.3 - $101.61 $30.7K - $36.6K
8.04K $725K
MT
Arcelor Mittal

Basic Materials
-265
- 2.47%
$22.93 - $26.51 $6.08K - $7.03K
10.5K $242K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-55
- 2.68%
$442.29 - $483.08 $24.3K - $26.6K
2K $906K
SPG
Simon Property Group Inc

Real Estate
-359
- 5.08%
$167.23 - $183.84 $60K - $66K
6.71K $1.16M
GDS
Gds Holdings LTD

Technology
-4.72K
- 21.01%
$18.25 - $24.12 $86.2K - $114K
17.8K $422K
LUMN
Lumen Technologies, Inc.

Communication Services
-2.27K
- 17.32%
$5.31 - $10.12 $12K - $22.9K
10.8K $57K
MUSA
Murphy Usa Inc.

Consumer Cyclical
-81
- 12.76%
$473.11 - $555.48 $38.3K - $45K
554 $277K
TRP
Tc Energy Corp

Energy
-517
- 5.02%
$44.03 - $50.23 $22.8K - $26K
9.79K $455K
GL
Globe Life Inc.

Financial Services
-535
- 11.8%
$103.49 - $116.02 $55.4K - $62.1K
4K $445K
TSN
Tyson Foods, Inc.

Consumer Defensive
-434
- 8.65%
$57.14 - $64.54 $24.8K - $28K
4.58K $263K
CRL
Charles River Laboratories International, Inc.

Healthcare
-68
- 4.07%
$178.58 - $220.69 $12.1K - $15K
1.6K $295K
BSY
Bentley Systems Inc

Technology
-112
- 1.66%
$46.59 - $51.09 $5.22K - $5.72K
6.65K $310K
BXP
Boston Properties Inc

Real Estate
-63
- 1.39%
$73.33 - $89.72 $4.62K - $5.65K
4.48K $333K
DVA
Davita Inc.

Healthcare
-68
- 4.69%
$139.81 - $167.96 $9.51K - $11.4K
1.38K $206K
DCI
Donaldson CO Inc

Industrials
-89
- 2.24%
$67.28 - $78.27 $5.99K - $6.97K
3.88K $261K
IVV
Ishares Core S&P 500 ETF

ETFs
-148
- 3.08%
$570.51 - $610.59 $84.4K - $90.4K
4.65K $2.74M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-196
- 4.76%
$101.77 - $113.02 $19.9K - $22.2K
3.92K $414K
HMY
Harmony Gold Mining CO LTD

Basic Materials
-925
- 7.99%
$8.14 - $12.23 $7.53K - $11.3K
10.7K $87K
Activity Summary
Buys All Purchases 204 New Holdings 29 Increased Positions 175 Sells All Sells 604 Reductions 604 Sold out 0 Options Calls 0 Puts 0
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