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
PH
Parker Hannifin Corp

Industrials
-47
- 1.36%
$517.23 - $700.54 $24.3K - $32.9K
3.42K $2.39M
LNG
Cheniere Energy, Inc.

Energy
-52
- 0.76%
$197.25 - $244.33 $10.3K - $12.7K
6.76K $1.65M
CTAS
Cintas Corp

Industrials
-108
- 2.04%
$190.11 - $227.66 $20.5K - $24.6K
5.2K $1.16M
DASH
Door Dash, Inc.

Communication Services
-869
- 16.92%
$163.16 - $246.51 $142K - $214K
4.27K $1.05M
VST
Vistra Corp.

Utilities
-135
- 3.41%
$98.07 - $195.04 $13.2K - $26.3K
3.82K $740K
IVE
Ishares S&P 500 Value ETF

ETFs
-273
- 0.5%
$168.34 - $195.42 $46K - $53.3K
54.7K $10.7M
IMO
Imperial Oil LTD

Energy
-1.54K
- 8.38%
$60.22 - $81.91 $92.8K - $126K
16.9K $1.34M
AMGN
Amgen Inc

Healthcare
-310
- 1.89%
$262.28 - $309.85 $81.3K - $96.1K
16.1K $4.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-45
- 0.75%
$416.06 - $551.64 $18.7K - $24.8K
5.98K $3.3M
KEP
Korea Electric Power Corp

Utilities
-24
- 0.08%
$7.24 - $14.63 $174 - $351
30.6K $436K
CVS
Cvs Health Corp

Healthcare
-1.12K
- 8.14%
$60.04 - $70.18 $67.3K - $78.7K
12.7K $872K
VEU
Vanguard Ftse All World Ex Us

ETFs
-5.66K
- 8.76%
$54.19 - $67.22 $307K - $381K
59K $3.97M
UBS
Ubs Group Ag

Financial Services
-6.39K
- 4.7%
$26.12 - $33.82 $167K - $216K
129K $4.38M
SHEL
Shell PLC

Energy
-407
- 0.94%
$59.75 - $73.05 $24.3K - $29.7K
43.1K $3.03M
ECL
Ecolab Inc.

Basic Materials
-927
- 5.82%
$225.65 - $270.95 $209K - $251K
15K $4.04M
SE
Sea LTD

Consumer Cyclical
-242
- 3.74%
$105.57 - $170.4 $25.5K - $41.2K
6.23K $996K
VIV
Telefonica Brasil S.A.

Communication Services
-556
- 0.68%
$8.28 - $11.4 $4.6K - $6.34K
81.5K $929K
AZO
Autozone Inc

Consumer Cyclical
-11
- 1.56%
$3478.38 - $3880.15 $38.3K - $42.7K
695 $2.58M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-4.8K
- 8.81%
$72.96 - $90.39 $350K - $434K
49.7K $4.44M
KR
Kroger CO

Consumer Defensive
-300
- 0.92%
$64.62 - $74.0 $19.4K - $22.2K
32.2K $2.31M
PEN
Penumbra Inc

Healthcare
-709
- 2.67%
$253.22 - $299.78 $180K - $213K
25.9K $6.64M
STX
Seagate Technology Holdings PLC

Technology
-6
- 0.1%
$66.54 - $144.33 $399 - $866
5.74K $828K
PGR
Progressive Corp

Financial Services
-560
- 3.17%
$255.27 - $288.74 $143K - $162K
17.1K $4.57M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-278
- 5.43%
$177.93 - $313.14 $49.5K - $87.1K
4.84K $1.52M
CRWD
Crowd Strike Holdings, Inc.

Technology
-136
- 5.22%
$321.63 - $509.31 $43.7K - $69.3K
2.47K $1.26M
HCA
Hca Healthcare, Inc.

Healthcare
-64
- 1.25%
$317.61 - $387.52 $20.3K - $24.8K
5.04K $1.93M
GFI
Gold Fields LTD

Basic Materials
-619
- 1.54%
$19.94 - $25.71 $12.3K - $15.9K
39.6K $937K
AMT
American Tower Corp

Real Estate
-296
- 2.3%
$203.96 - $228.19 $60.4K - $67.5K
12.6K $2.78M
WFC
Wells Fargo & Company

Financial Services
-935
- 1.81%
$60.98 - $80.12 $57K - $74.9K
50.7K $4.06M
BAC
Bank Of America Corp

Financial Services
-3.12K
- 1.72%
$34.39 - $47.46 $107K - $148K
179K $8.45M
DIS
Walt Disney CO

Communication Services
-1.26K
- 2.44%
$81.72 - $124.01 $103K - $157K
50.5K $6.26M
TME
Tencent Music Entertainment Group

Communication Services
-1.3K
- 1.98%
$11.97 - $19.49 $15.5K - $25.2K
64.1K $1.25M
RELX
Relx PLC

Communication Services
-1.25K
- 1.9%
$45.31 - $55.66 $56.7K - $69.7K
64.7K $3.52M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-1.64K
- 2.18%
$49.48 - $61.22 $81.2K - $100K
73.7K $4.49M
HSBC
Hsbc Holdings PLC

Financial Services
-1.69K
- 2.76%
$46.68 - $61.09 $78.8K - $103K
59.5K $3.62M
SCHW
Schwab Charles Corp

Financial Services
-5.46K
- 8.62%
$69.06 - $91.24 $377K - $498K
57.9K $5.28M
AMD
Advanced Micro Devices Inc

Technology
-2.39K
- 5.1%
$78.21 - $143.81 $187K - $343K
44.4K $6.3M
MCK
Mckesson Corp

Healthcare
-261
- 4.5%
$652.83 - $732.78 $170K - $191K
5.54K $4.06M
APH
Amphenol Corp

Technology
-1.55K
- 5.0%
$59.09 - $98.75 $91.7K - $153K
29.5K $2.91M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.2K
- 1.69%
$39.89 - $49.46 $127K - $158K
186K $9.22M
CSCO
Cisco Systems, Inc.

Technology
-359
- 0.32%
$53.19 - $69.38 $19.1K - $24.9K
113K $7.87M
SAP
Sap Se

Technology
-1.21K
- 4.56%
$237.53 - $309.8 $286K - $373K
25.2K $7.67M
SPY
Spdr S&P 500 ETF Trust

ETFs
-959
- 1.55%
$496.48 - $617.85 $476K - $593K
61K $37.7M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2.12K
- 1.95%
$141.37 - $228.57 $299K - $484K
106K $24.1M
ORCL
Oracle Corp

Technology
-1.43K
- 2.46%
$122.82 - $218.63 $175K - $312K
56.4K $12.3M
VEA
Vanguard Ftse Developed Market

ETFs
-7.45K
- 1.02%
$45.65 - $57.01 $340K - $425K
725K $41.3M
META
Meta Platforms, Inc.

Communication Services
-2.44K
- 3.65%
$484.66 - $738.09 $1.18M - $1.8M
64.5K $47.6M
NFLX
Netflix Inc

Communication Services
-156
- 0.69%
$855.86 - $1339.13 $134K - $209K
22.3K $29.9M
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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