Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.19 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DVN
Devon Energy Corp

Energy
Q3 2019 Filed on Nov 13, 2019
100
$21.34 - $28.9 $2.13K - $2.89K
EEM
Ishares Msci Emerging Markets

ETFs
Q3 2019 Filed on Nov 13, 2019
3,384
$38.74 - $43.42 $131K - $147K
Varian Med Sys Inc
Q3 2019 Filed on Nov 13, 2019
608
N/A
SOR
Source Capital Inc

Financial Services
Q3 2019 Filed on Nov 13, 2019
1,226
$35.2 - $37.37 $43.2K - $45.8K
WDC
Western Digital Corp

Technology
Q3 2019 Filed on Nov 13, 2019
550
$47.94 - $64.7 $26.4K - $35.6K
BK
Bank Of New York Mellon Corp

Financial Services
Q3 2019 Filed on Nov 13, 2019
675
$40.95 - $47.6 $27.6K - $32.1K
E Trade Financial Corp
Q3 2019 Filed on Nov 13, 2019
39
N/A
NVS
Novartis Ag

Healthcare
Q3 2019 Filed on Nov 13, 2019
531
$85.54 - $94.26 $45.4K - $50.1K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q3 2019 Filed on Nov 13, 2019
671
$79.13 - $81.47 $53.1K - $54.7K
GS
Goldman Sachs Group Inc

Financial Services
Q3 2019 Filed on Nov 13, 2019
253
$195.56 - $222.14 $49.5K - $56.2K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
Q3 2019 Filed on Nov 13, 2019
3,255
$26.73 - $26.99 $87K - $87.9K
M
Macy'S, Inc.

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
1,844
$14.3 - $23.25 $26.4K - $42.9K
IRIX
Iridex Corp

Healthcare
Q3 2019 Filed on Nov 13, 2019
5,500
$1.57 - $4.43 $8.64K - $24.4K
Celgene Corp
Q3 2019 Filed on Nov 13, 2019
125
N/A
A
Agilent Technologies, Inc.

Healthcare
Q3 2019 Filed on Nov 13, 2019
400
$65.59 - $78.07 $26.2K - $31.2K
VMW
Vmware, Inc.

Technology
Q3 2019 Filed on Nov 13, 2019
4
$130.56 - $181.87 $522 - $727
AXON
Axon Enterprise, Inc.

Industrials
Q3 2019 Filed on Nov 13, 2019
1,000
$56.78 - $70.22 $56.8K - $70.2K
EMR
Emerson Electric CO

Industrials
Q3 2019 Filed on Nov 13, 2019
280
$56.41 - $67.29 $15.8K - $18.8K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
Q3 2019 Filed on Nov 13, 2019
896
$86.33 - $88.94 $77.4K - $79.7K
BRX
Brixmor Property Group Inc.

Real Estate
Q3 2019 Filed on Nov 13, 2019
2,496
$17.74 - $20.29 $44.3K - $50.6K
Hospitality Pptys Tr
Q3 2019 Filed on Nov 13, 2019
1,591
N/A
BIIB
Biogen Inc.

Healthcare
Q3 2019 Filed on Nov 13, 2019
287
$217.44 - $243.88 $62.4K - $70K
Frontier Communications Corp
Q3 2019 Filed on Nov 13, 2019
44
N/A
KHC
Kraft Heinz CO

Consumer Defensive
Q3 2019 Filed on Nov 13, 2019
191
$25.0 - $32.53 $4.78K - $6.21K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q3 2019 Filed on Nov 13, 2019
519
$102.2 - $121.3 $53K - $63K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
Q3 2019 Filed on Nov 13, 2019
1,770
$45.9 - $46.68 $81.2K - $82.6K
EBAY
Ebay Inc

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
370
$38.37 - $41.57 $14.2K - $15.4K
DG
Dollar General Corp

Consumer Defensive
Q3 2019 Filed on Nov 13, 2019
78
$132.15 - $161.54 $10.3K - $12.6K
GLD
Spdr Gold Trust

ETFs
Q3 2019 Filed on Nov 13, 2019
690
$130.62 - $146.66 $90.1K - $101K
BEP
Brookfield Renewable Partners L.P.

Utilities
Q3 2019 Filed on Nov 13, 2019
1,387
$18.6 - $21.65 $25.8K - $30K
Seagate Technology PLC
Q3 2019 Filed on Nov 13, 2019
1,059
N/A
KMI
Kinder Morgan, Inc.

Energy
Q3 2019 Filed on Nov 13, 2019
434
$19.57 - $21.29 $8.49K - $9.24K
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q3 2019 Filed on Nov 13, 2019
432
$31.72 - $32.37 $13.7K - $14K
GPC
Genuine Parts CO

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
378
$87.73 - $106.15 $33.2K - $40.1K
TD
Toronto Dominion Bank

Financial Services
Q3 2019 Filed on Nov 13, 2019
2,024
$53.67 - $59.41 $109K - $120K
WMB
Williams Companies, Inc.

Energy
Q3 2019 Filed on Nov 13, 2019
3,390
$22.88 - $28.85 $77.6K - $97.8K
PAYX
Paychex Inc

Industrials
Q3 2019 Filed on Nov 13, 2019
20
$79.72 - $86.58 $1.59K - $1.73K
Weight Watchers Intl Inc New
Q3 2019 Filed on Nov 13, 2019
300
N/A
PRN
Invesco Dwa Industrials Moment

ETFs
Q3 2019 Filed on Nov 13, 2019
980
$65.0 - $67.63 $63.7K - $66.3K
KAI
Kadant Inc

Industrials
Q3 2019 Filed on Nov 13, 2019
121
$78.03 - $93.46 $9.44K - $11.3K
VO
Vanguard Mid Cap ETF

ETFs
Q3 2019 Filed on Nov 13, 2019
300
$166.82 - $169.81 $50K - $50.9K
EBND
Spdr Bloomberg Emerging Market

ETFs
Q3 2019 Filed on Nov 13, 2019
545
$27.15 - $27.52 $14.8K - $15K
AEP
American Electric Power CO Inc

Utilities
Q3 2019 Filed on Nov 13, 2019
1,000
$87.81 - $94.59 $87.8K - $94.6K
AJG
Arthur J. Gallagher & Co.

Financial Services
Q3 2019 Filed on Nov 13, 2019
77
$86.45 - $92.37 $6.66K - $7.11K
Grace W R & CO Del New
Q3 2019 Filed on Nov 13, 2019
1,500
N/A
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
Q3 2019 Filed on Nov 13, 2019
3,146
$32.52 - $39.94 $102K - $126K
UNFI
United Natural Foods Inc

Consumer Defensive
Q3 2019 Filed on Nov 13, 2019
1,500
$6.92 - $13.4 $10.4K - $20.1K
GCP
Gcp Applied Technologies Inc.

Basic Materials
Q3 2019 Filed on Nov 13, 2019
1,500
$16.73 - $23.11 $25.1K - $34.7K
TSN
Tyson Foods, Inc.

Consumer Defensive
Q3 2019 Filed on Nov 13, 2019
1,000
$79.13 - $93.29 $79.1K - $93.3K
Track This Portfolio

Track Destination Wealth Management Portfolio

Follow Destination Wealth Management 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 Destination Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Destination Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email