Wetherby Asset Management Inc Sells in Q4 2024

Wetherby Asset Management Inc

  • $2.04 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ICE
Intercontinental Exchange, Inc.

Financial Services
-628
- 5.84%
$148.29 - $166.93 $93.1K - $105K
10.1K $1.51M
SAN
Banco Santander, S.A.

Financial Services
-6.03K
- 1.71%
$4.49 - $5.05 $27.1K - $30.5K
346K $1.58M
URI
United Rentals, Inc.

Industrials
-40
- 2.24%
$704.44 - $880.32 $28.2K - $35.2K
1.74K $1.23M
ITW
Illinois Tool Works Inc

Industrials
-440
- 3.67%
$253.56 - $278.5 $112K - $123K
11.5K $2.93M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-471
- 4.48%
$209.89 - $233.24 $98.9K - $110K
10K $2.13M
D
Dominion Energy, Inc

Utilities
-3.08K
- 26.97%
$52.63 - $60.92 $162K - $188K
8.34K $449K
PHI
Pldt Inc.

Communication Services
-4.68K
- 20.94%
$21.06 - $27.58 $98.5K - $129K
17.7K $391K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-3.06K
- 14.99%
$31.24 - $37.15 $95.6K - $114K
17.4K $557K
EDU
New Oriental Education & Technology Group Inc.

Consumer Defensive
-610
- 4.42%
$55.05 - $80.66 $33.6K - $49.2K
13.2K $845K
ALC
Alcon Inc

Healthcare
-812
- 9.54%
$83.87 - $99.15 $68.1K - $80.5K
7.7K $653K
MFC
Manulife Financial Corp

Financial Services
-7.27K
- 26.19%
$29.21 - $32.87 $212K - $239K
20.5K $629K
TT
Trane Technologies PLC

Industrials
-174
- 2.67%
$369.35 - $419.14 $64.3K - $72.9K
6.33K $2.34M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-8.35K
- 16.02%
$12.61 - $15.33 $105K - $128K
43.8K $562K
ETN
Eaton Corp PLC

Industrials
-585
- 4.26%
$326.96 - $377.52 $191K - $221K
13.1K $4.36M
STX
Seagate Technology Holdings PLC

Technology
-493
- 7.9%
$86.31 - $112.64 $42.6K - $55.5K
5.75K $496K
WDS
Woodside Energy Group LTD

Energy
-4.55K
- 6.52%
$14.38 - $18.32 $65.4K - $83.4K
65.2K $1.02M
CSX
Csx Corp

Industrials
-1.28K
- 1.99%
$31.58 - $36.88 $40.5K - $47.2K
63.3K $2.04M
MELI
Mercadolibre Inc

Consumer Cyclical
-56
- 21.79%
$1666.0 - $2117.3 $93.3K - $119K
201 $341K
BP
Bp PLC

Energy
-4.39K
- 14.26%
$28.16 - $33.14 $124K - $145K
26.4K $779K
PHM
Pultegroup Inc

Consumer Cyclical
-185
- 3.91%
$108.86 - $149.04 $20.1K - $27.6K
4.54K $494K
ED
Consolidated Edison Inc

Utilities
-1.21K
- 23.76%
$88.87 - $107.38 $108K - $130K
3.89K $347K
EFG
Msci Eafe Growth ETF

ETFs
-1.47K
- 40.46%
$96.83 - $106.88 $143K - $158K
2.17K $210K
STM
St Microelectronics N.V.

Technology
-693
- 2.01%
$24.48 - $28.92 $17K - $20K
33.8K $843K
IBN
Icici Bank LTD

Financial Services
-6.13K
- 4.79%
$28.69 - $31.9 $176K - $195K
122K $3.64M
IX
Orix Corp

Financial Services
-860
- 9.46%
$104.38 - $117.09 $89.8K - $101K
8.24K $874K
IBM
International Business Machines Corp

Technology
-702
- 3.88%
$204.9 - $238.04 $144K - $167K
17.4K $3.82M
CPB
Campbell Soup CO

Consumer Defensive
-2.91K
- 37.87%
$41.42 - $48.71 $121K - $142K
4.78K $200K
GIB
Cgi Inc

Technology
-1.2K
- 16.82%
$107.0 - $116.25 $129K - $140K
5.95K $650K
HAS
Hasbro, Inc.

Consumer Cyclical
-488
- 5.59%
$55.71 - $72.94 $27.2K - $35.6K
8.24K $460K
MKL
Markel Corp

Financial Services
-129
- 38.39%
$1542.01 - $1785.11 $199K - $230K
207 $357K
HAL
Halliburton CO

Energy
-4.62K
- 19.86%
$25.77 - $31.99 $119K - $148K
18.7K $507K
BIIB
Biogen Inc.

Healthcare
-283
- 9.29%
$146.47 - $191.55 $41.5K - $54.2K
2.76K $422K
CTAS
Cintas Corp

Industrials
-212
- 3.84%
$182.7 - $226.47 $38.7K - $48K
5.31K $969K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-2.99K
- 17.97%
$61.52 - $66.5 $184K - $199K
13.7K $871K
SNPS
Synopsys Inc

Technology
-253
- 13.44%
$485.36 - $588.0 $123K - $149K
1.63K $790K
BDX
Becton Dickinson & CO

Healthcare
-351
- 6.15%
$220.02 - $243.75 $77.2K - $85.6K
5.35K $1.21M
WELL
Welltower Inc.

Real Estate
-1.15K
- 14.68%
$123.11 - $139.3 $142K - $160K
6.69K $842K
LHX
L3 Harris Technologies, Inc.

Industrials
-239
- 6.1%
$208.94 - $264.22 $49.9K - $63.1K
3.68K $774K
BALL
Ball Corp

Consumer Cyclical
-911
- 11.41%
$54.84 - $67.94 $50K - $61.9K
7.08K $387K
WPC
W. P. Carey Inc.

Real Estate
-1.75K
- 23.01%
$53.44 - $61.33 $93.3K - $107K
5.84K $318K
JD
Jd.Com, Inc.

Consumer Cyclical
-628
- 2.53%
$33.35 - $47.1 $20.9K - $29.6K
24.1K $837K
FISV
Fiserv Inc

Technology
-1.2K
- 8.09%
N/A
13.6K $1.7M
DOV
Dover Corp

Industrials
-707
- 18.2%
$184.72 - $206.51 $131K - $146K
3.18K $596K
AEP
American Electric Power CO Inc

Utilities
-457
- 4.62%
$90.91 - $102.21 $41.5K - $46.7K
9.43K $869K
EXPD
Expeditors International Of Washington Inc

Industrials
-290
- 5.33%
$110.5 - $128.26 $32K - $37.2K
5.16K $571K
SBAC
Sba Communications Corp

Real Estate
-74
- 2.12%
$198.24 - $249.31 $14.7K - $18.4K
3.42K $697K
KMB
Kimberly Clark Corp

Consumer Defensive
-415
- 5.4%
$130.37 - $146.09 $54.1K - $60.6K
7.26K $951K
FTS
Fortis Inc.

Utilities
-2.02K
- 13.93%
$41.04 - $45.81 $82.9K - $92.5K
12.5K $518K
CBT
Cabot Corp

Basic Materials
-516
- 11.33%
$90.64 - $117.0 $46.8K - $60.4K
4.04K $368K
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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