Wetherby Asset Management Inc New Holdings in Q4 2024

Wetherby Asset Management Inc

  • $2.04 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
18.9K
New
$33.92 - $36.6 $643K - $693K
18.9K $655K
IRTC
I Rhythm Technologies, Inc.

Healthcare
6.74K
New
$57.07 - $91.45 $384K - $616K
6.74K $607K
MSTR
Microstrategy Inc

Technology
1.45K
New
$162.69 - $473.83 $236K - $688K
1.45K $420K
XLV
Select Sector Spdr Fund Health

ETFs
2.45K
New
$136.28 - $154.74 $334K - $379K
2.45K $337K
AFRM
Affirm Holdings, Inc.

Technology
4.38K
New
$38.48 - $72.86 $168K - $319K
4.38K $266K
DOCU
Docusign, Inc.

Technology
2.93K
New
$61.42 - $106.99 $180K - $313K
2.93K $263K
RTO
Rentokil Initial PLC

Industrials
9.7K
New
$22.92 - $26.98 $222K - $262K
9.7K $245K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3.21K
New
$47.29 - $84.74 $152K - $272K
3.21K $239K
EXEL
Exelixis, Inc.

Healthcare
7.02K
New
$25.39 - $36.46 $178K - $256K
7.02K $233K
SNA
Snap On Inc

Industrials
674
New
$285.44 - $371.35 $192K - $250K
674 $228K
ZION
Zions Bancorporation, National Association

Financial Services
4.16K
New
$45.62 - $61.73 $190K - $257K
4.16K $225K
DLTR
Dollar Tree, Inc.

Consumer Defensive
2.93K
New
$61.21 - $76.19 $179K - $223K
2.93K $219K
JBL
Jabil Inc

Technology
1.47K
New
$118.97 - $147.77 $175K - $217K
1.47K $211K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
4.54K
New
$41.88 - $50.49 $190K - $229K
4.54K $211K
CINF
Cincinnati Financial Corp

Financial Services
1.44K
New
$132.86 - $160.16 $191K - $231K
1.44K $207K
THG
Hanover Insurance Group, Inc.

Financial Services
1.32K
New
$144.81 - $165.01 $192K - $218K
1.32K $204K
JHG
Janus Henderson Group PLC

Financial Services
4.79K
New
$37.65 - $45.66 $180K - $219K
4.79K $203K
DG
Dollar General Corp

Consumer Defensive
2.65K
New
$73.27 - $84.47 $194K - $224K
2.65K $201K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
8.39K
New
$21.45 - $24.97 $180K - $209K
8.39K $200K
MRNA
Moderna, Inc.

Healthcare
4.81K
New
$36.85 - $63.93 $177K - $308K
4.81K $200K
CNA
Cna Financial Corp

Financial Services
4.14K
New
$46.76 - $50.95 $193K - $211K
4.14K $200K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
7.37K
New
N/A
7.37K $187K
CSAN
Cosan S.A.

Energy
15.9K
New
$5.37 - $9.88 $85.6K - $157K
15.9K $86K
Lam Research Corp
27.3K
New
N/A
27.3K $0
Brookfield Asset Managmt LTD
3.9K
New
N/A
3.9K $0
Blackrock Inc
2.97K
New
N/A
2.97K $0
Atlassian Corporation
1.22K
New
N/A
1.22K $0
Arista Networks Inc
68.7K
New
N/A
68.7K $0
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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