Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.19 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Rite Aid Corp
Q2 2019 Filed on Jul 19, 2019
65,000
N/A
UNP
Union Pacific Corp

Industrials
Q2 2019 Filed on Jul 19, 2019
106
$164.74 - $179.2 $17.5K - $19K
Biotime Inc
Q2 2019 Filed on Jul 19, 2019
500,245
N/A
CVBF
Cvb Financial Corp

Financial Services
Q2 2019 Filed on Jul 19, 2019
15,667
$20.55 - $22.19 $322K - $348K
OCX
Oncocyte Corp

Healthcare
Q2 2019 Filed on Jul 19, 2019
29,656
$2.49 - $5.45 $73.8K - $162K
Dowdupont Inc
Q2 2019 Filed on Jul 19, 2019
2,334
N/A
MU
Micron Technology Inc

Technology
Q2 2019 Filed on Jul 19, 2019
400
$32.43 - $43.9 $13K - $17.6K
HEIA
Heico Crp Cl A
Q2 2019 Filed on Jul 19, 2019
2
N/A
IDXX
Idexx Laboratories Inc

Healthcare
Q2 2019 Filed on Jul 19, 2019
3
$215.53 - $275.33 $647 - $826
XLE
Energy Sector Spdr

ETFs
Q2 2019 Filed on Jul 19, 2019
162
N/A
AFG
American Financial Group Inc

Financial Services
Q2 2019 Filed on Jul 19, 2019
27
$95.88 - $104.43 $2.59K - $2.82K
NFG
National Fuel Gas CO

Energy
Q2 2019 Filed on Jul 19, 2019
1
$51.87 - $61.01 $51.9 - $61
Ishares Tr
Q2 2019 Filed on Jul 19, 2019
4,020
N/A
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q2 2019 Filed on Jul 19, 2019
51
N/A
WTW
Willis Towers Watson PLC

Financial Services
Q2 2019 Filed on Jul 19, 2019
86
$173.7 - $192.31 $14.9K - $16.5K
VEEV
Veeva Systems Inc

Healthcare
Q2 2019 Filed on Jul 19, 2019
110
$126.76 - $171.15 $13.9K - $18.8K
USB
Us Bancorp \De\

Financial Services
Q2 2019 Filed on Jul 19, 2019
186
$49.07 - $53.48 $9.13K - $9.95K
SHW
Sherwin Williams CO

Basic Materials
Q2 2019 Filed on Jul 19, 2019
5
$139.82 - $159.67 $699 - $798
SLV
I Shares Silver Trust

ETFs
Q2 2019 Filed on Jul 19, 2019
524
$13.46 - $14.46 $7.05K - $7.58K
AIG
American International Group, Inc.

Financial Services
Q2 2019 Filed on Jul 19, 2019
103
$43.55 - $54.25 $4.49K - $5.59K
VDE
Vanguard Energy ETF

ETFs
Q2 2019 Filed on Jul 19, 2019
246
N/A
National Oilwell Varco Inc
Q2 2019 Filed on Jul 19, 2019
275
N/A
Micro Focus International Pl
Q2 2019 Filed on Jul 19, 2019
54
N/A
Alps ETF Tr
Q2 2019 Filed on Jul 19, 2019
1,029
N/A
Bb&T Corp
Q2 2019 Filed on Jul 19, 2019
266
N/A
ABEV
Ambev S.A.

Consumer Defensive
Q2 2019 Filed on Jul 19, 2019
5,000
$4.04 - $4.82 $20.2K - $24.1K
HPI
John Hancock Preferred Income Fund

Financial Services
Q2 2019 Filed on Jul 19, 2019
283
$22.33 - $23.63 $6.32K - $6.69K
DTE
Dte Energy CO

Utilities
Q2 2019 Filed on Jul 19, 2019
15
$104.36 - $111.99 $1.57K - $1.68K
BEN
Franklin Resources Inc

Financial Services
Q2 2019 Filed on Jul 19, 2019
504
$31.82 - $35.67 $16K - $18K
Columbia Ppty Tr Inc
Q2 2019 Filed on Jul 19, 2019
706
N/A
Aon PLC
Q2 2019 Filed on Jul 19, 2019
56
N/A
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q2 2019 Filed on Jul 19, 2019
140
$118.17 - $124.37 $16.5K - $17.4K
MHLD
Maiden Holdings, Ltd.

Financial Services
Q2 2019 Filed on Jul 19, 2019
900
$0.5 - $0.84 $450 - $756
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q2 2019 Filed on Jul 19, 2019
200
$49.34 - $63.49 $9.87K - $12.7K
NSC
Norfolk Southern Corp

Industrials
Q2 2019 Filed on Jul 19, 2019
126
$190.77 - $206.7 $24K - $26K
Goldcorp Inc New
Q2 2019 Filed on Jul 19, 2019
504
N/A
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q2 2019 Filed on Jul 19, 2019
71
$126.76 - $137.28 $9K - $9.75K
SWK
Stanley Black & Decker, Inc.

Industrials
Q2 2019 Filed on Jul 19, 2019
197
$127.22 - $153.08 $25.1K - $30.2K
DJP
Barclays Bank PLC

ETFs
Q2 2019 Filed on Jul 19, 2019
435
$21.23 - $23.28 $9.24K - $10.1K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
Q2 2019 Filed on Jul 19, 2019
220
$30.99 - $33.92 $6.82K - $7.46K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q2 2019 Filed on Jul 19, 2019
400
N/A
Qep Res Inc
Q2 2019 Filed on Jul 19, 2019
7,616
N/A
NOK
Nokia Corp

Technology
Q2 2019 Filed on Jul 19, 2019
111
$4.77 - $5.96 $529 - $662
ALL
Allstate Corp

Financial Services
Q2 2019 Filed on Jul 19, 2019
20
$94.08 - $103.55 $1.88K - $2.07K
Allergan PLC
Q2 2019 Filed on Jul 19, 2019
100
N/A
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q2 2019 Filed on Jul 19, 2019
66
$70.31 - $73.27 $4.64K - $4.84K
SYF
Synchrony Financial

Financial Services
Q2 2019 Filed on Jul 19, 2019
23
$32.27 - $35.24 $742 - $811
MSI
Motorola Solutions, Inc.

Technology
Q2 2019 Filed on Jul 19, 2019
4
$140.63 - $166.86 $563 - $667
PSTG
Pure Storage, Inc.

Technology
Q2 2019 Filed on Jul 19, 2019
1,000
$15.27 - $23.38 $15.3K - $23.4K
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