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
SQ
Block, Inc.

Technology
-1.76K
- 26.01%
$65.06 - $98.92 $115K - $174K
5.02K $426K
CHKP
Check Point Software Technologies LTD

Technology
-30
- 0.78%
$170.18 - $209.01 $5.11K - $6.27K
3.84K $716K
PEAK
Healthpeak Properties, Inc.

Real Estate
-1.55K
- 13.26%
N/A
10.1K $192K
LNC
Lincoln National Corp

Financial Services
-963
- 12.27%
$30.46 - $36.84 $29.3K - $35.5K
6.89K $218K
G
Genpact LTD

Technology
-1.6K
- 14.93%
$38.17 - $46.82 $61.2K - $75.1K
9.14K $392K
OHI
Omega Healthcare Investors Inc

Real Estate
-303
- 5.07%
$37.51 - $42.56 $11.4K - $12.9K
5.67K $214K
POOL
Pool Corp

Industrials
-13
- 1.94%
$339.32 - $390.03 $4.41K - $5.07K
658 $224K
RC
Ready Capital Corp

Real Estate
-2.32K
- 15.3%
$6.71 - $7.57 $15.6K - $17.6K
12.9K $87K
RS
Reliance Steel & Aluminum CO

Basic Materials
-37
- 4.01%
$264.2 - $326.32 $9.78K - $12.1K
886 $238K
RGA
Reinsurance Group Of America Inc

Financial Services
-102
- 8.65%
$201.26 - $231.95 $20.5K - $23.7K
1.08K $230K
CTVA
Corteva, Inc.

Basic Materials
-61
- 0.53%
$55.21 - $64.13 $3.37K - $3.91K
11.5K $656K
K
Kellogg CO

Consumer Defensive
-324
- 8.18%
$80.34 - $81.29 $26K - $26.3K
3.64K $294K
SID
National Steel CO

Basic Materials
-558
- 2.33%
$1.44 - $2.47 $804 - $1.38K
23.3K $33K
HES
Hess Corp

Energy
-94
- 2.35%
$127.66 - $148.65 $12K - $14K
3.91K $520K
ISRG
Intuitive Surgical Inc

Healthcare
-411
- 6.59%
$471.27 - $550.62 $194K - $226K
5.83K $3.04M
AJG
Arthur J. Gallagher & Co.

Financial Services
-107
- 3.52%
$278.49 - $315.16 $29.8K - $33.7K
2.93K $831K
OVV
Ovintiv Inc.

Energy
-1.58K
- 8.35%
$37.74 - $46.71 $59.5K - $73.7K
17.3K $700K
USB
Us Bancorp \De\

Financial Services
-1.43K
- 6.5%
$43.98 - $53.66 $62.8K - $76.7K
20.6K $983K
HUBB
Hubbell Inc

Industrials
-37
- 5.32%
$418.89 - $472.12 $15.5K - $17.5K
658 $275K
ENB
Enbridge Inc

Energy
-3.24K
- 5.15%
$40.4 - $43.92 $131K - $142K
59.6K $2.53M
CF
Cf Industries Holdings, Inc.

Basic Materials
-212
- 3.88%
$81.39 - $94.14 $17.3K - $20K
5.25K $447K
JLL
Jones Lang Lasalle Inc

Real Estate
-8
- 0.72%
$246.93 - $283.67 $1.98K - $2.27K
1.1K $277K
CPT
Camden Property Trust

Real Estate
-55
- 2.85%
$112.52 - $127.03 $6.19K - $6.99K
1.87K $217K
MAA
Mid America Apartment Communities Inc.

Real Estate
-39
- 1.24%
$149.17 - $165.2 $5.82K - $6.44K
3.11K $480K
TAP
Molson Coors Beverage CO

Consumer Defensive
-327
- 5.95%
$53.97 - $63.88 $17.6K - $20.9K
5.17K $296K
UDR
Udr, Inc.

Real Estate
-148
- 2.2%
$41.3 - $46.33 $6.11K - $6.86K
6.58K $285K
ENIC
Enel Chile S.A.

Utilities
-10.8K
- 8.58%
$2.62 - $2.98 $28.3K - $32.2K
115K $331K
KGC
Kinross Gold Corp

Basic Materials
-1.73K
- 6.58%
$9.03 - $10.75 $15.6K - $18.6K
24.5K $227K
GLW
Corning Inc

Technology
-1.5K
- 6.61%
$44.11 - $49.76 $66.3K - $74.8K
21.2K $1.01M
TER
Teradyne, Inc

Technology
-5
- 0.24%
$102.58 - $133.62 $513 - $668
2.11K $265K
AME
Ametek Inc

Industrials
-428
- 6.18%
$165.89 - $197.38 $71K - $84.5K
6.5K $1.17M
ALLY
Ally Financial Inc.

Financial Services
-577
- 6.1%
$34.12 - $39.98 $19.7K - $23.1K
8.88K $319K
PVH
Pvh Corp.

Consumer Cyclical
-564
- 6.58%
$92.92 - $112.86 $52.4K - $63.7K
8.01K $847K
AA
Alcoa Corp

Basic Materials
-250
- 2.63%
$36.62 - $47.42 $9.16K - $11.9K
9.25K $349K
MCO
Moodys Corp

Financial Services
-14
- 0.17%
$454.04 - $500.88 $6.36K - $7.01K
8.25K $3.9M
EA
Electronic Arts Inc.

Communication Services
-209
- 4.3%
$140.69 - $167.97 $29.4K - $35.1K
4.66K $681K
ALL
Allstate Corp

Financial Services
-245
- 2.51%
$181.25 - $208.2 $44.4K - $51K
9.52K $1.84M
DOX
Amdocs LTD

Technology
-113
- 4.46%
$82.94 - $92.86 $9.37K - $10.5K
2.42K $205K
FITB
Fifth Third Bancorp

Financial Services
-160
- 0.97%
$41.76 - $48.44 $6.68K - $7.75K
16.4K $693K
STN
Stantec Inc

Industrials
-65
- 1.42%
$78.45 - $87.5 $5.1K - $5.69K
4.52K $354K
MO
Altria Group, Inc.

Consumer Defensive
-1.02K
- 3.21%
$49.06 - $57.74 $49.8K - $58.6K
30.6K $1.6M
WPP
Wpp PLC

Communication Services
-319
- 3.17%
$49.35 - $56.55 $15.7K - $18K
9.73K $500K
CMA
Comerica Inc

Financial Services
-485
- 5.94%
$57.88 - $72.73 $28.1K - $35.3K
7.68K $475K
RF
Regions Financial Corp

Financial Services
-713
- 2.43%
$22.45 - $27.47 $16K - $19.6K
28.6K $672K
OPEN
Opendoor Technologies Inc.

Real Estate
-2.95K
- 19.05%
$1.6 - $2.34 $4.72K - $6.9K
12.5K $20K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-18
- 0.23%
$563.99 - $620.12 $10.2K - $11.2K
7.79K $4.44M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-240
- 1.32%
$63.58 - $71.15 $15.3K - $17.1K
17.9K $1.17M
KT
Kt Corp

Communication Services
-917
- 4.65%
$14.79 - $18.29 $13.6K - $16.8K
18.8K $292K
VGIT
Vanguard Intermediate Term Tre

ETFs
-22
- 0.56%
$57.78 - $60.4 $1.27K - $1.33K
3.87K $224K
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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