Wetherby Asset Management Inc Incresed Positions in Q4 2024

Wetherby Asset Management Inc

  • $2.04 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
26.3K
+ 31.89%
$71.75 - $75.11 $1.89M - $1.98M
109K $7.82M
NOW
Service Now, Inc.

Technology
85
+ 1.56%
$867.18 - $1148.42 $73.7K - $97.6K
5.54K $5.87M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.34K
+ 8.07%
$521.84 - $558.82 $700K - $750K
18K $9.69M
PLTR
Palantir Technologies Inc.

Technology
2.01K
+ 12.63%
$36.46 - $82.38 $73.2K - $165K
17.9K $1.35M
CNHI
Cnh Industrial N.V.

Industrials
57.9K
+ 430.92%
N/A
71.4K $743K
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.45K
+ 80.43%
$124.26 - $134.12 $552K - $596K
9.97K $1.28M
SPOT
Spotify Technology S.A.

Communication Services
784
+ 72.66%
$362.95 - $502.38 $285K - $394K
1.86K $833K
BMY
Bristol Myers Squibb CO

Healthcare
2.27K
+ 5.32%
$51.92 - $59.94 $118K - $136K
44.9K $2.54M
VUG
Vanguard Growth ETF

ETFs
245
+ 2.91%
$378.79 - $428.11 $92.8K - $105K
8.66K $3.55M
IWF
Ishares Russell 1000 Gr ETF

ETFs
12
+ 0.1%
$370.24 - $418.94 $4.44K - $5.03K
12.1K $4.85M
VRSK
Verisk Analytics, Inc.

Industrials
626
+ 4.79%
$262.86 - $294.75 $165K - $185K
13.7K $3.77M
HSBC
Hsbc Holdings PLC

Financial Services
87
+ 0.14%
$43.83 - $49.51 $3.81K - $4.31K
61.2K $3.03M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
6.22K
+ 56.01%
$45.17 - $47.23 $281K - $294K
17.3K $785K
STT
State Street Corp

Financial Services
276
+ 1.21%
$85.96 - $100.78 $23.7K - $27.8K
23K $2.26M
COP
Conocophillips

Energy
3.39K
+ 20.43%
$95.12 - $114.72 $323K - $389K
20K $1.98M
COIN
Coinbase Global, Inc.

Technology
219
+ 9.41%
$163.17 - $343.62 $35.7K - $75.3K
2.55K $632K
CUZ
Cousins Properties Inc

Real Estate
6.15K
+ 56.41%
$28.63 - $31.94 $176K - $196K
17K $522K
DLR
Digital Realty Trust, Inc.

Real Estate
239
+ 2.58%
$156.46 - $195.69 $37.4K - $46.8K
9.5K $1.68M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.61K
+ 50.38%
$49.79 - $51.14 $180K - $185K
10.8K $540K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
158
+ 17.48%
$260.53 - $404.79 $41.2K - $64K
1.06K $406K
EQIX
Equinix Inc

Real Estate
17
+ 0.66%
$865.69 - $985.0 $14.7K - $16.7K
2.6K $2.45M
EFV
Msci Eafe Value ETF

ETFs
3.44K
+ 63.49%
$51.78 - $57.15 $178K - $196K
8.85K $464K
VST
Vistra Corp.

Utilities
630
+ 18.94%
$115.74 - $166.61 $72.9K - $105K
3.96K $545K
DXCM
Dexcom Inc

Healthcare
1.04K
+ 16.21%
$65.68 - $81.01 $68.3K - $84.3K
7.46K $579K
QQQ
Invesco Qqq Trust, Series 1

ETFs
20
+ 0.33%
$481.22 - $538.17 $9.62K - $10.8K
6.02K $3.08M
OKE
Oneok Inc

Energy
247
+ 1.88%
$92.28 - $117.05 $22.8K - $28.9K
13.4K $1.34M
PSTG
Pure Storage, Inc.

Technology
495
+ 5.1%
$48.19 - $66.6 $23.9K - $33K
10.2K $626K
ESLT
Elbit Systems LTD

Industrials
60
+ 2.95%
$201.1 - $263.5 $12.1K - $15.8K
2.09K $540K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
20
+ 0.23%
$109.13 - $130.93 $2.18K - $2.62K
8.88K $1.11M
BCE
Bce Inc

Communication Services
11.1K
+ 100.67%
$22.53 - $34.84 $250K - $386K
22.1K $511K
IAU
Ishares Gold Trust

ETFs
2.5K
+ 34.12%
$48.37 - $52.65 $121K - $132K
9.83K $486K
ORA
Ormat Technologies, Inc.

Utilities
2.97K
+ 34.59%
$67.12 - $83.84 $199K - $249K
11.6K $783K
BMO
Bank Of Montreal

Financial Services
82
+ 0.5%
$89.75 - $103.39 $7.36K - $8.48K
16.4K $1.6M
TS
Tenaris Sa

Energy
151
+ 0.83%
$31.3 - $39.08 $4.73K - $5.9K
18.3K $690K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
4.04K
+ 25.72%
$34.01 - $41.29 $137K - $167K
19.8K $676K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
80
+ 0.23%
$124.61 - $133.96 $9.97K - $10.7K
35.4K $4.56M
OXY
Occidental Petroleum Corp

Energy
2.48K
+ 22.77%
$45.36 - $55.91 $112K - $139K
13.4K $660K
ICL
Icl Group Ltd.

Basic Materials
12.4K
+ 24.26%
$3.92 - $5.13 $48.8K - $63.8K
63.7K $314K
WST
West Pharmaceutical Services Inc

Healthcare
21
+ 0.67%
$285.69 - $344.0 $6K - $7.22K
3.14K $1.03M
ET
Energy Transfer LP

Energy
100
+ 0.43%
$16.05 - $19.86 $1.61K - $1.99K
23.6K $462K
NDAQ
Nasdaq, Inc.

Financial Services
157
+ 0.97%
$70.87 - $83.05 $11.1K - $13K
16.3K $1.26M
PANW
Palo Alto Networks Inc

Technology
9.54K
+ 92.09%
$181.96 - $405.9 $1.74M - $3.87M
19.9K $3.62M
NOK
Nokia Corp

Technology
15.7K
+ 9.62%
$4.13 - $4.95 $64.7K - $77.6K
179K $791K
ENPH
Enphase Energy, Inc.

Technology
2.5K
+ 111.85%
$59.52 - $111.18 $149K - $278K
4.74K $325K
L
Loews Corp

Financial Services
80
+ 0.7%
$76.49 - $87.05 $6.12K - $6.96K
11.6K $978K
FICO
Fair Isaac Corp

Technology
29
+ 10.66%
$1911.01 - $2382.4 $55.4K - $69.1K
301 $599K
ETR
Entergy Corp

Utilities
3.09K
+ 103.83%
$73.19 - $156.4 $226K - $483K
6.06K $459K
BRO
Brown & Brown, Inc.

Financial Services
723
+ 16.32%
$100.93 - $113.42 $73K - $82K
5.15K $525K
IWD
Ishares Russell 1000 Val ETF

ETFs
381
+ 28.43%
$183.23 - $199.79 $69.8K - $76.1K
1.72K $318K
Activity Summary
Buys All Purchases 204 New Holdings 29 Increased Positions 175 Sells All Sells 604 Reductions 604 Sold out 0 Options Calls 0 Puts 0
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