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
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-1.68K
- 2.51%
$38.51 - $41.69 $64.7K - $70K
65.3K $2.72M
WEC
Wec Energy Group, Inc.

Utilities
-35
- 0.64%
$77.68 - $96.19 $2.72K - $3.37K
5.41K $520K
AXON
Axon Enterprise, Inc.

Industrials
-18
- 1.9%
$286.16 - $399.6 $5.15K - $7.19K
929 $371K
D
Dominion Energy, Inc

Utilities
-163
- 1.41%
$48.01 - $58.53 $7.83K - $9.54K
11.4K $660K
ING
Ing Groep Nv

Financial Services
-843
- 0.79%
$16.55 - $18.66 $14K - $15.7K
106K $1.92M
AEM
Agnico Eagle Mines LTD

Basic Materials
-124
- 1.78%
$65.04 - $84.24 $8.06K - $10.4K
6.82K $549K
BCS
Barclays PLC

Financial Services
-138
- 0.19%
$10.59 - $12.45 $1.46K - $1.72K
71.3K $866K
CHKP
Check Point Software Technologies LTD

Technology
-29
- 0.74%
$165.0 - $195.47 $4.79K - $5.67K
3.87K $745K
MSI
Motorola Solutions, Inc.

Technology
-1.43K
- 12.19%
$385.65 - $450.49 $550K - $643K
10.3K $4.62M
PWR
Quanta Services, Inc.

Industrials
-56
- 2.01%
$239.58 - $298.23 $13.4K - $16.7K
2.73K $814K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-36
- 2.31%
$1015.62 - $1159.62 $36.6K - $41.7K
1.52K $1.75M
GIB
Cgi Inc

Technology
-6
- 0.08%
$99.02 - $116.4 $594 - $698
7.16K $823K
FICO
Fair Isaac Corp

Technology
-8
- 2.86%
$1496.51 - $1947.38 $12K - $15.6K
272 $529K
AZO
Autozone Inc

Consumer Cyclical
-8
- 1.07%
$2815.0 - $3212.87 $22.5K - $25.7K
743 $2.34M
LEN
Lennar Corp

Consumer Cyclical
-563
- 9.57%
$142.5 - $192.45 $80.2K - $108K
5.32K $996K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-69
- 0.65%
$210.25 - $231.86 $14.5K - $16K
10.5K $2.34M
O
Realty Income Corp

Real Estate
-250
- 2.01%
$52.36 - $63.42 $13.1K - $15.9K
12.2K $771K
VEU
Vanguard Ftse All World Ex Us

ETFs
-2.77K
- 4.12%
$56.47 - $63.69 $157K - $177K
64.6K $4.07M
FAST
Fastenal CO

Industrials
-199
- 1.25%
$62.09 - $71.83 $12.4K - $14.3K
15.7K $1.12M
SE
Sea LTD

Consumer Cyclical
-361
- 5.25%
$59.94 - $94.83 $21.6K - $34.2K
6.51K $613K
USB
Us Bancorp \De\

Financial Services
-224
- 1.01%
$39.04 - $47.23 $8.74K - $10.6K
22K $1.01M
CL
Colgate Palmolive CO

Consumer Defensive
-481
- 1.87%
$95.54 - $108.77 $46K - $52.3K
25.2K $2.62M
TD
Toronto Dominion Bank

Financial Services
-125
- 0.78%
$54.54 - $64.56 $6.82K - $8.07K
15.9K $1M
BBY
Best Buy CO Inc

Consumer Cyclical
-325
- 3.84%
$80.23 - $103.29 $26.1K - $33.6K
8.15K $841K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-22
- 0.2%
$201.82 - $234.36 $4.44K - $5.16K
10.9K $2.5M
A
Agilent Technologies, Inc.

Healthcare
-138
- 1.68%
$125.42 - $148.48 $17.3K - $20.5K
8.05K $1.2M
MSCI
Msci Inc.

Financial Services
-42
- 2.69%
$479.31 - $584.91 $20.1K - $24.6K
1.52K $886K
IFF
International Flavors & Fragrances Inc

Basic Materials
-4
- 0.03%
$93.14 - $105.12 $373 - $420
14.6K $1.54M
KEYS
Keysight Technologies, Inc.

Technology
-200
- 2.53%
$119.86 - $158.87 $24K - $31.8K
7.71K $1.23M
MO
Altria Group, Inc.

Consumer Defensive
-530
- 1.65%
$45.95 - $54.71 $24.4K - $29K
31.6K $1.61M
PHM
Pultegroup Inc

Consumer Cyclical
-47
- 0.98%
$103.95 - $144.98 $4.89K - $6.81K
4.73K $678K
WELL
Welltower Inc.

Real Estate
-290
- 3.57%
$104.0 - $129.74 $30.2K - $37.6K
7.84K $1M
AMP
Ameriprise Financial Inc

Financial Services
-10
- 0.26%
$391.53 - $469.81 $3.92K - $4.7K
3.77K $1.77M
VIV
Telefonica Brasil S.A.

Communication Services
-794
- 0.97%
$8.08 - $10.27 $6.42K - $8.15K
81K $831K
PAYX
Paychex Inc

Industrials
-258
- 2.07%
$116.17 - $135.19 $30K - $34.9K
12.2K $1.64M
APP
App Lovin Corp

Technology
-121
- 3.17%
$67.14 - $130.65 $8.12K - $15.8K
3.7K $483K
RUN
Sunrun Inc.

Technology
-1.65K
- 5.23%
$10.91 - $21.5 $18K - $35.4K
29.9K $539K
SYK
Stryker Corp

Healthcare
-192
- 1.7%
$315.94 - $371.96 $60.7K - $71.4K
11.1K $4.01M
RMD
Resmed Inc

Healthcare
-109
- 2.94%
$186.94 - $252.92 $20.4K - $27.6K
3.6K $877K
SO
Southern CO

Utilities
-840
- 4.35%
$77.0 - $90.52 $64.7K - $76K
18.5K $1.66M
VTR
Ventas, Inc.

Real Estate
-61
- 0.45%
$50.88 - $65.33 $3.1K - $3.99K
13.5K $867K
UBS
Ubs Group Ag

Financial Services
-685
- 0.49%
$27.97 - $31.42 $19.2K - $21.5K
141K $4.34M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-324
- 1.46%
$52.04 - $64.22 $16.9K - $20.8K
21.9K $1.34M
MDT
Medtronic PLC

Healthcare
-409
- 2.15%
$76.84 - $91.03 $31.4K - $37.2K
18.6K $1.68M
WF
Woori Financial Group Inc.

Financial Services
-1.7K
- 2.63%
$31.41 - $37.84 $53.5K - $64.4K
62.9K $2.25M
SON
Sonoco Products CO

Consumer Cyclical
-117
- 0.24%
$48.33 - $56.57 $5.65K - $6.62K
47.8K $2.61M
SLF
Sun Life Financial Inc

Financial Services
-344
- 1.54%
$47.07 - $58.09 $16.2K - $20K
22K $1.27M
WDAY
Workday, Inc.

Technology
-341
- 2.67%
$207.75 - $264.68 $70.8K - $90.3K
12.4K $3.04M
CI
Cigna Corp

Healthcare
-14
- 0.12%
$319.12 - $367.1 $4.47K - $5.14K
12.1K $4.18M
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
Track This Portfolio

Track Wetherby Asset Management Inc Portfolio

Follow Wetherby Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wetherby Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wetherby Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email