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
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.02K
+ 2.44%
$26.63 - $30.23 $27.1K - $30.8K
42.8K $1.14M
CNXC
Concentrix Corp

Technology
3
+ 0.03%
$37.26 - $52.63 $112 - $158
10.6K $459K
INTC
Intel Corp

Technology
8.47K
+ 11.34%
$19.07 - $26.23 $161K - $222K
83.1K $1.67M
MDT
Medtronic PLC

Healthcare
1.23K
+ 6.62%
$79.61 - $92.24 $98.1K - $114K
19.8K $1.58M
IRM
Iron Mountain Inc

Real Estate
289
+ 3.23%
$101.62 - $128.14 $29.4K - $37K
9.23K $970K
NIO
Nio Inc.

Consumer Cyclical
8.75K
+ 15.13%
$4.31 - $7.21 $37.7K - $63.1K
66.5K $290K
SBUX
Starbucks Corp

Consumer Cyclical
1.43K
+ 3.89%
$87.44 - $102.5 $125K - $146K
38.1K $3.47M
BILI
Bilibili Inc.

Communication Services
749
+ 3.35%
$18.07 - $29.66 $13.5K - $22.2K
23.1K $418K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
95
+ 0.49%
$58.88 - $64.8 $5.59K - $6.16K
19.6K $1.15M
BBY
Best Buy CO Inc

Consumer Cyclical
243
+ 2.98%
$85.2 - $101.35 $20.7K - $24.6K
8.39K $719K
CEG
Constellation Energy Corp

Utilities
26
+ 0.55%
$224.28 - $285.52 $5.83K - $7.42K
4.75K $1.07M
EEM
Ishares Msci Emerging Markets

ETFs
1.85K
+ 3.06%
$41.82 - $47.36 $77.4K - $87.6K
62.4K $2.61M
RDY
Dr Reddys Laboratories LTD

Healthcare
158K
+ 376.93%
$13.99 - $79.75 $2.21M - $12.6M
200K $3.16M
MTD
Mettler Toledo International Inc

Healthcare
6
+ 0.91%
$1160.67 - $1498.12 $6.96K - $8.99K
664 $812K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
60.5K
+ 186.07%
$26.93 - $84.95 $1.63M - $5.14M
93K $2.54M
VIV
Telefonica Brasil S.A.

Communication Services
1.09K
+ 1.34%
$7.5 - $10.25 $8.15K - $11.1K
82.1K $619K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.01K
+ 3.84%
$75.1 - $82.99 $151K - $167K
54.5K $4.12M
SON
Sonoco Products CO

Consumer Cyclical
116
+ 0.24%
$48.6 - $54.89 $5.64K - $6.37K
47.9K $2.34M
KBH
Kb Home

Consumer Cyclical
503
+ 3.16%
$65.58 - $85.3 $33K - $42.9K
16.4K $1.08M
VEU
Vanguard Ftse All World Ex Us

ETFs
105
+ 0.16%
$57.29 - $63.1 $6.02K - $6.63K
64.7K $3.71M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
59
+ 0.08%
$52.1 - $57.26 $3.07K - $3.38K
75.3K $3.93M
BHP
Bhp Group LTD

Basic Materials
1.21K
+ 3.08%
$48.78 - $62.43 $58.9K - $75.4K
40.4K $1.97M
FSLR
First Solar, Inc.

Technology
602
+ 6.79%
$175.88 - $240.66 $106K - $145K
9.47K $1.67M
VEA
Vanguard Ftse Developed Market

ETFs
5.59K
+ 0.77%
$47.57 - $52.44 $266K - $293K
732K $35M
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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