Wetherby Asset Management Inc Reduced Holdings in Q4 2024

Wetherby Asset Management Inc

  • $2.04 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Anglogold Ashanti PLC
-664
- 2.8%
N/A
23K $0
Canadian Pacific Kansas City
-2.64K
- 11.95%
N/A
19.5K $0
Te Connectivity PLC
-2.11K
- 4.23%
N/A
47.8K $0
Bunge Global Sa
-3.33K
- 36.84%
N/A
5.71K $0
JCI
Johnson Controls International PLC

Industrials
-657
- 1.64%
$74.23 - $86.6 $48.8K - $56.9K
39.5K $3.12M
SSNC
Ss&C Technologies Holdings Inc

Technology
-134
- 1.89%
$69.93 - $77.36 $9.37K - $10.4K
6.95K $526K
MTB
M&T Bank Corp

Financial Services
-67
- 4.49%
$172.48 - $221.95 $11.6K - $14.9K
1.42K $267K
AER
Aer Cap Holdings N.V.

Industrials
-2
- 0.09%
$91.85 - $100.3 $184 - $201
2.31K $220K
ACM
Aecom

Industrials
-120
- 2.94%
$101.97 - $116.97 $12.2K - $14K
3.96K $423K
TRV
Travelers Companies, Inc.

Financial Services
-245
- 2.63%
$225.97 - $266.66 $55.4K - $65.3K
9.08K $2.19M
TDY
Teledyne Technologies Inc

Technology
-23
- 3.87%
$436.59 - $489.24 $10K - $11.3K
571 $265K
IP
International Paper CO

Consumer Cyclical
-361
- 7.03%
$46.64 - $59.57 $16.8K - $21.5K
4.78K $256K
CFG
Citizens Financial Group Inc

Financial Services
-231
- 3.76%
$39.92 - $48.46 $9.22K - $11.2K
5.92K $259K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-1.43K
- 11.37%
$9.71 - $15.34 $13.9K - $22K
11.2K $148K
BWXT
Bwx Technologies, Inc.

Industrials
-19
- 0.5%
$111.39 - $133.28 $2.12K - $2.53K
3.79K $421K
CHTR
Charter Communications, Inc.

Communication Services
-103
- 4.43%
$315.38 - $408.02 $32.5K - $42K
2.22K $760K
TTD
Trade Desk, Inc.

Technology
-182
- 4.88%
$108.7 - $139.51 $19.8K - $25.4K
3.55K $417K
ARCC
Ares Capital Corp

Financial Services
-369
- 2.28%
$20.74 - $22.27 $7.65K - $8.22K
15.8K $346K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-1.97K
- 15.92%
$7.33 - $12.37 $14.4K - $24.3K
10.4K $110K
GRMN
Garmin LTD

Technology
-419
- 13.19%
$161.91 - $220.77 $67.8K - $92.5K
2.76K $568K
FCNCA
First Citizens Bancshares Inc

Financial Services
-22
- 10.53%
$1818.92 - $2353.08 $40K - $51.8K
187 $395K
FDS
Factset Research Systems Inc

Financial Services
-5
- 0.73%
$449.69 - $495.72 $2.25K - $2.48K
676 $324K
WAT
Waters Corp

Healthcare
-18
- 1.13%
$323.11 - $392.01 $5.82K - $7.06K
1.58K $586K
CNP
Centerpoint Energy Inc

Utilities
-197
- 2.56%
$28.58 - $32.66 $5.63K - $6.43K
7.5K $238K
BR
Broadridge Financial Solutions, Inc.

Technology
-59
- 2.65%
$209.64 - $236.44 $12.4K - $13.9K
2.16K $489K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-13
- 0.59%
$180.39 - $205.43 $2.35K - $2.67K
2.19K $414K
LUV
Southwest Airlines CO

Industrials
-926
- 8.02%
$28.99 - $34.84 $26.8K - $32.3K
10.6K $357K
BK
Bank Of New York Mellon Corp

Financial Services
-2.51K
- 6.02%
$70.82 - $81.87 $178K - $206K
39.2K $3.01M
OKTA
Okta, Inc.

Technology
-401
- 3.72%
$71.81 - $86.11 $28.8K - $34.5K
10.4K $817K
RLX
Rlx Technology Inc.

Consumer Defensive
-1.33K
- 2.49%
$1.59 - $2.18 $2.12K - $2.9K
52.1K $112K
PODD
Insulet Corp

Healthcare
-113
- 7.15%
$227.79 - $275.7 $25.7K - $31.2K
1.47K $383K
EVR
Evercore Inc.

Financial Services
-11
- 1.35%
$247.66 - $315.67 $2.72K - $3.47K
801 $222K
AVUV
American Centy ETF Tr Avantis

ETFs
-4
- 0.01%
$94.37 - $106.41 $377 - $426
28.9K $2.79M
EPD
Enterprise Products Partners L.P.

Energy
-402
- 2.71%
$28.66 - $34.43 $11.5K - $13.8K
14.4K $452K
KRC
Kilroy Realty Corp

Real Estate
-7
- 0.06%
$37.51 - $43.55 $263 - $305
12.3K $498K
PAYX
Paychex Inc

Industrials
-359
- 2.94%
$135.86 - $148.73 $48.8K - $53.4K
11.9K $1.66M
CM
Canadian Imperial Bank Of Commerce

Financial Services
-6
- 0.05%
$59.58 - $67.31 $357 - $404
12.6K $798K
COST
Costco Wholesale Corp

Consumer Defensive
-439
- 3.07%
$873.59 - $994.69 $384K - $437K
13.9K $12.7M
PCAR
Paccar Inc

Industrials
-367
- 3.15%
$97.92 - $118.41 $35.9K - $43.5K
11.3K $1.18M
GTES
Gates Industrial Corp PLC

Industrials
-597
- 4.53%
$17.3 - $22.93 $10.3K - $13.7K
12.6K $258K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-33
- 1.75%
$110.69 - $154.48 $3.65K - $5.1K
1.86K $235K
ASX
Ase Technology Holding Co., Ltd.

Technology
-1.3K
- 1.0%
$9.49 - $10.74 $12.4K - $14K
129K $1.3M
CYBR
Cyber Ark Software Ltd.

Technology
-76
- 5.8%
$274.1 - $333.15 $20.8K - $25.3K
1.23K $411K
PNR
Pentair PLC

Industrials
-4
- 0.04%
$95.0 - $109.21 $380 - $437
10.7K $1.08M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-19.3K
- 11.65%
$9.95 - $12.23 $192K - $236K
146K $1.71M
EW
Edwards Lifesciences Corp

Healthcare
-530
- 5.98%
$64.54 - $75.92 $34.2K - $40.2K
8.34K $617K
VGT
Vanguard Information Technolog

ETFs
-50
- 2.75%
$571.78 - $647.97 $28.6K - $32.4K
1.77K $1.1M
WIX
Wix.Com Ltd.

Technology
-499
- 16.8%
$156.75 - $229.35 $78.2K - $114K
2.47K $530K
NBTB
Nbt Bancorp Inc

Financial Services
-4
- 0.04%
$42.64 - $52.33 $171 - $209
10.3K $489K
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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