Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.19 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
250
$41.38 - $47.74 $10.3K - $11.9K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q3 2019 Filed on Nov 13, 2019
145
$26.64 - $29.49 $3.86K - $4.28K
SJNK
Spdr Bloomberg Short Term High

ETFs
Q3 2019 Filed on Nov 13, 2019
1,478
$26.99 - $27.14 $39.9K - $40.1K
HCA
Hca Healthcare, Inc.

Healthcare
Q3 2019 Filed on Nov 13, 2019
25
$117.4 - $146.16 $2.94K - $3.65K
CCL
Carnival Corp

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
400
$43.03 - $50.55 $17.2K - $20.2K
WBK
Westpac Banking Corporation

Financial Services
Q3 2019 Filed on Nov 13, 2019
2,310
N/A
Apollo Global Mgmt LLC
Q3 2019 Filed on Nov 13, 2019
1,699
N/A
OKE
Oneok Inc

Energy
Q3 2019 Filed on Nov 13, 2019
1,363
$66.76 - $76.5 $91K - $104K
ALK
Alaska Air Group, Inc.

Industrials
Q3 2019 Filed on Nov 13, 2019
247
$57.93 - $65.87 $14.3K - $16.3K
ETN
Eaton Corp PLC

Industrials
Q3 2019 Filed on Nov 13, 2019
217
$75.19 - $88.03 $16.3K - $19.1K
DEO
Diageo PLC

Consumer Defensive
Q3 2019 Filed on Nov 13, 2019
17
$160.78 - $175.98 $2.73K - $2.99K
RDS-A
Shell PLC

Energy
Q3 2019 Filed on Nov 13, 2019
400
$49.47 - $57.87 $19.8K - $23.1K
Royal Dutch Shell PLC
Q3 2019 Filed on Nov 13, 2019
840
N/A
California Res Corp
Q3 2019 Filed on Nov 13, 2019
231
N/A
BHP
Bhp Group LTD

Basic Materials
Q3 2019 Filed on Nov 13, 2019
2,148
$41.65 - $52.6 $89.5K - $113K
KEYS
Keysight Technologies, Inc.

Technology
Q3 2019 Filed on Nov 13, 2019
200
$83.34 - $101.38 $16.7K - $20.3K
HP
Helmerich & Payne, Inc.

Energy
Q3 2019 Filed on Nov 13, 2019
1,921
$36.36 - $52.15 $69.8K - $100K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q3 2019 Filed on Nov 13, 2019
1,164
$52.22 - $56.63 $60.8K - $65.9K
International Speedway Corp
Q3 2019 Filed on Nov 13, 2019
1,200
N/A
STZ
Constellation Brands, Inc.

Consumer Defensive
Q3 2019 Filed on Nov 13, 2019
84
$186.69 - $210.18 $15.7K - $17.7K
HE
Hawaiian Electric Industries Inc

Utilities
Q3 2019 Filed on Nov 13, 2019
3
$43.32 - $45.61 $130 - $137
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q3 2019 Filed on Nov 13, 2019
558
$60.53 - $63.24 $33.8K - $35.3K
ITW
Illinois Tool Works Inc

Industrials
Q3 2019 Filed on Nov 13, 2019
64
$145.0 - $159.85 $9.28K - $10.2K
BWZ
Spdr Bloomberg Short Term Inte

ETFs
Q3 2019 Filed on Nov 13, 2019
289
$30.29 - $30.57 $8.75K - $8.83K
CERS
Cerus Corp

Healthcare
Q3 2019 Filed on Nov 13, 2019
2,150
$4.86 - $6.05 $10.4K - $13K
Altaba Inc
Q3 2019 Filed on Nov 13, 2019
711
N/A
HOG
Harley Davidson, Inc.

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
70
$30.39 - $36.66 $2.13K - $2.57K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
Q3 2019 Filed on Nov 13, 2019
499
$62.53 - $74.14 $31.2K - $37K
EOG
Eog Resources Inc

Energy
Q3 2019 Filed on Nov 13, 2019
500
$71.66 - $93.09 $35.8K - $46.5K
XLK
Technology Sector Spdr

ETFs
Q3 2019 Filed on Nov 13, 2019
1,147
$79.69 - $81.76 $91.4K - $93.8K
FNDC
Schwab Fundamental Intl Small

ETFs
Q3 2019 Filed on Nov 13, 2019
25
$30.43 - $31.22 $761 - $781
HYLB
Xtrackers Usd High Yield Corp

ETFs
Q3 2019 Filed on Nov 13, 2019
361
$40.06 - $40.25 $14.5K - $14.5K
TEL
Te Connectivity Ltd.

Technology
Q3 2019 Filed on Nov 13, 2019
30
$87.29 - $97.35 $2.62K - $2.92K
IWS
Ishares Russell Midcap Value E

ETFs
Q3 2019 Filed on Nov 13, 2019
726
$84.39 - $91.13 $61.3K - $66.2K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
Q3 2019 Filed on Nov 13, 2019
1,437
$38.59 - $39.52 $55.5K - $56.8K
PAA
Plains All American Pipeline LP

Energy
Q3 2019 Filed on Nov 13, 2019
2,642
$20.75 - $25.04 $54.8K - $66.2K
WLDN
Willdan Group, Inc.

Industrials
Q3 2019 Filed on Nov 13, 2019
1,921
$32.27 - $39.56 $62K - $76K
GSK
Gsk PLC

Healthcare
Q3 2019 Filed on Nov 13, 2019
183
$40.46 - $43.52 $7.4K - $7.96K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q3 2019 Filed on Nov 13, 2019
51
$334.13 - $362.01 $17K - $18.5K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
Q3 2019 Filed on Nov 13, 2019
6,073
$12.64 - $13.41 $76.8K - $81.4K
ALGN
Align Technology Inc

Healthcare
Q3 2019 Filed on Nov 13, 2019
14
$173.16 - $286.65 $2.42K - $4.01K
HYG
Ishares Tr

ETFs
Q3 2019 Filed on Nov 13, 2019
300
$85.49 - $87.52 $25.6K - $26.3K
IVW
Ishares S&P 500 Growth ETF

ETFs
Q3 2019 Filed on Nov 13, 2019
45
$43.49 - $46.27 $1.96K - $2.08K
F
Ford Motor CO

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
5,057
$8.76 - $10.51 $44.3K - $53.1K
MGK
Vanguard Mega Cap Growth ETF

ETFs
Q3 2019 Filed on Nov 13, 2019
100
$131.73 - $134.87 $13.2K - $13.5K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q3 2019 Filed on Nov 13, 2019
345
$55.64 - $57.01 $19.2K - $19.7K
BGS
B&G Foods, Inc.

Consumer Defensive
Q3 2019 Filed on Nov 13, 2019
1,445
$16.93 - $21.42 $24.5K - $31K
SUN
Sunoco LP

Energy
Q3 2019 Filed on Nov 13, 2019
1,812
$29.94 - $33.97 $54.3K - $61.6K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q3 2019 Filed on Nov 13, 2019
156
$76.25 - $83.86 $11.9K - $13.1K
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