Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WETHERBY ASSET MANAGEMENT INC | 08-14-2023 | 06-30-2023 | 1193 | 1,856,957,166 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DOLLAR TREE INC | COM | 501 | $627,669 | 4,374 | 0.00 | 0.00 | -52 | -1.17 | 06-30-2023 |
| XPENG INC | ADS | 502 | $625,627 | 46,619 | 0.00 | 0.00 | 14,768 | 46.37 | 06-30-2023 |
| ALBEMARLE CORP | COM | 503 | $613,052 | 2,748 | 0.00 | 0.00 | 629 | 29.68 | 06-30-2023 |
| MANULIFE FINL CORP | COM | 504 | $612,250 | 32,377 | 0.00 | 0.00 | 2,876 | 9.75 | 06-30-2023 |
