Wetherby Asset Management Inc Buys Netflix Inc, Airbnb Inc, Pinterest Inc, Sells Medallia Inc, AT&T Inc, Teladoc Health Inc

• New Purchases: ABNB, VUSB, SHY, CTRA, TER, SPOT, SNOW, TBT, CIBR, LYV, GRUB, MTB, MLCO, NFG, NTR, NVR, ORA, PK, TAL, TMHC, TREX, VNET, WHR, WPC, WH, XPEV, DDOG, AA, AIRC, AZPN, ATO, BURL, CPRI, CF, ZNH, CWEN, CYBR, LSI, DPZ, ELS, ESS, EXR, FBHS, HEI.A, HTGC, JNPR, KSS, TKC, IQ,
• Added Positions: NFLX, PINS, EEM, TSLA, AMZN, COWN, MSFT, VWO, GOOGL, ESGD, ABT, AMD, CP, CSCO, FMC, GDS, HD, EWJ, SCZ, FB, MSI, PFE, CRM, VT, VMW, WFC, ABB, ABBV, ACN, AMGN, ASML, ADP, BNS, BDX, BRK.B, BHP, BAC, BDN, AVGO, BG, CAT, CB, CHD, CME, KO, CCI, DHR, DEO, EW, ETSY, FISV, F, GIS, GSK, GS, HLT, HON, HSBC, INFY, ICE, IJR, IBB, IWM, NEAR, JNJ, JPM, KB, KDP, KR, LIN, LOW, MAR, MRVL, MCD, MU, MDLZ, MDB, EDU, NEE, NKE, NVS, NVO, PANW, PSO, MYPS, PG, QCOM, O, RELX, RIO, RDS.A, SPGI, SCHW, SHW, SHG, SONY, STT, SMFG, TSM, TTM, VIV, TME, TMO, TTE, UBS, UNH, BSV, VRTX, VNO, WIT, WPP, ZTS, ABMD, AAP, AES, AGNC, AKAM, ALB, ALC, ALGN, Y, ALNY, AEE, AMT, AME, ADI, AU, BUD, ANSS, AMAT, APTV, ACGL, ARGX, AVB, AVY, BIDU, BKR, BLL, BBD, BSBR, SAN, CIB, BMO, BK, GOLD, BAX, BCE, BGNE, BB, BX, BA, BKNG, BP, BRFS, BR, BF.B, BWXT, CCD, CCJ, CM, CNQ, CNI, CAJ, CARR, CE, CNC, CNP, GIB, LNG, LFC, CTAS, CFG, CNHI, CGNX, CTSH, CL, SBS, SID, COP, STZ, COO, CPRT, CLB, CTVA, CS, CRH, CSX, CVS, DHI, DRI, DVA, DE, DELL, DB, DXCM, FANG, DFS, DNP, DLTR, DOW, DBX, DUK, DD, EMN, ETN, ECL, EC, EIX, ESTC, ESLT, E, ENPH, EPAM, EFX, EQNR, EQR, ES, EXC, EXPE, FFIV, FDS, FICO, FAST, FDX, FITB, FHN, FIW, FLT, FTNT, FTS, FCX, AJG, IT, GD, GM, GMAB, GILD, GPN, GDDY, GWW, ASR, AVAL, HAL, HAS, HEI, JKHY, HES, HPE, HOLX, HZNP, HRL, HPQ, HUBS, HUM, HBAN, ICL, INFO, ITW, ILMN, IMO, ING, IR, INGR, IFF, IPG, QQQ, IQV, IRM, ACWI, SUSA, IWD, J, JHG, JCI, YY, KBH, K, KEY, KHC, LH, LRCX, EL, LEN, LLY, LECO, LNC, LKQ, LYG, LMT, LULU, LUMN, MPC, MMC, MLM, MCK, MELI, MET, MTD, MGM, MUFG, MFG, TAP, MPWR, MCO, MS, NDAQ, NGG, NWG, NTES, NEM, NICE, NIO, NOK, NTRS, NOC, NOV, NVCR, NUAN, NUE, NAC, NXPI, OMC, ON, OTEX, OTIS, PGRE, PH, PKI, PBR, PSX, PDD, PHI, PNC, PKX, PPG, PFG, PLD, PRU, PSA, PEG, PHM, QGEN, QRTEA, RJF, REGN, RF, RGEN, RSG, RMD, QSR, RBLX, ROK, RCI, ROP, RY, SBAC, XLF, SRE, SHOP, SPG, SIRI, SLG, SJM, SNAP, SDY, SWK, STLA, STE, SUI, SLF, SU, SUZ, SIVB, SWCH, TAK, TRP, TS, TXT, TTD, TRI, TMUS, TD, TRV, TSN, UDR, RARE, UGP, UL, UNP, UPS, UNM, USB, VFC, VALE, VOE, VYM, VEDL, VRSN, VRSK, VTRS, VICI, VIPS, VOD, VOYA, VMC, WBA, WM, WELL, WST, WY, XEL, XLNX, YUM, ZTO,
• Reduced Positions: T, VTI, CLX, IEMG, EFA, BIIB, BABA, ANET, CVX, MRNA, PYPL, BOND, TXN, VEA, VSGX, ATVI, ADBE, GOOG, AWK, NLY, SQ, BMY, C, CTXS, CCEP, DOCU, EPD, FIS, FMS, IBM, INTU, MUB, PHG, LSXMA, FWONA, LOGI, MDT, NLOK, NVDA, OKE, ORCL, PGR, RTX, SAP, TGT, TEF, VZ, VIAC, ATNF, AEG, AEM, ARE, ALL, MO, ABEV, AEP, ABC, AON, APA, ATR, TEAM, ADSK, BBY, BILI, TECH, BLK, BSX, BTI, BRO, CBT, CDNS, CDW, CERN, CRL, CHKP, CHT, CI, CLH, ELP, CAG, CLR, GLW, CSGP, CEQP, CRWD, CMI, DBRG, D, DCI, DOV, DXC, EA, ENB, ENIC, ETR, EQT, WTRG, EXPD, FAF, FSLR, FIVN, FNV, GPS, GIL, GFI, GGG, HAIN, HIG, HCA, PEAK, HELE, HSIC, HMC, HST, HTHT, IAC, IEX, IDXX, PODD, IHG, IP, EWC, IJH, IGSB, DVY, ITUB, JLL, KAR, KMB, KMI, KGC, KLAC, KEP, LHX, LEVI, LYB, MFC, MRO, MOS, MSCI, MUR, NNN, NTCO, NRZ, NEP, NMR, OXY, OGN, OVV, OC, TLK, PCAR, PTEN, PM, PB, PUK, RRC, REG, ROKU, RCL, SCHB, SCHA, SE, STX, SGEN, SEE, SVC, NOW, SJR, SKM, SWKS, SNN, LUV, SWN, STAG, SYK, SYF, SYY, TRGP, TEL, TECK, TDY, TT, TWLO, TWTR, UBER, UGI, UMC, URI, VLO, VNQ, VOO, VEU, VEEV, VTR, WCN, WEC, WAL, WTW, WWD, XYL, ZBRA, ZBH, ZION, ZM, ZS,
• Sold Out: MDLA, TDOC, TIP, SDS, KSU, DAR, VMEO, COIN, ADPT, ZLAB, HXL, JETS, APO, TOTL, VXF, PRTA, WIX, STIP, PLTR, FINX, HQH, CLDR, UAL, KWEB, SNP, RPAI, ORAN, MKTX, NBIX, FMX, EPR, NVAX, DAL, CCL, CAE, ALK, XRAY, WB, ENIA, UPST, KD, GET,

For the details of WETHERBY ASSET MANAGEMENT INC's stock buys and sells, go to https://www.gurufocus.com/guru/wetherby+asset+management+inc/current-portfolio/portfolio

1. Apple Inc (AAPL) - 674,069 shares, 6.72% of the total portfolio. Shares added by 0.60%
2. Vanguard Total Stock Market ETF (VTI) - 347,023 shares, 4.70% of the total portfolio. Shares reduced by 3.71%
3. Microsoft Corp (MSFT) - 219,887 shares, 4.15% of the total portfolio. Shares added by 1.22%
4. Amazon.com Inc (AMZN) - 14,007 shares, 2.62% of the total portfolio. Shares added by 2.53%
5. S&P 500 ETF TRUST ETF (SPY) - 85,915 shares, 2.29% of the total portfolio. Shares reduced by 0.03%

Wetherby Asset Management Inc initiated holding in Airbnb Inc. The purchase prices were between $156.38 and $207.21, with an estimated average price of $176.14. The stock is now traded at around $184.072500. The impact to a portfolio due to this purchase was 0.09%. The holding were 9,312 shares as of 2021-12-31.

Wetherby Asset Management Inc initiated holding in Vanguard Ultra-Short Bond ETF. The purchase prices were between $49.92 and $50.09, with an estimated average price of $50.01. The stock is now traded at around $49.640000. The impact to a portfolio due to this purchase was 0.07%. The holding were 26,339 shares as of 2021-12-31.

Wetherby Asset Management Inc initiated holding in iShares 1-3 Year Treasury Bond ETF. The purchase prices were between $85.47 and $86.04, with an estimated average price of $85.7. The stock is now traded at around $84.445000. The impact to a portfolio due to this purchase was 0.05%. The holding were 9,525 shares as of 2021-12-31.

Wetherby Asset Management Inc initiated holding in Coterra Energy Inc. The purchase prices were between $19 and $22.77, with an estimated average price of $20.82. The stock is now traded at around $22.790000. The impact to a portfolio due to this purchase was 0.03%. The holding were 25,405 shares as of 2021-12-31.

Wetherby Asset Management Inc initiated holding in Spotify Technology SA. The purchase prices were between $221.91 and $300.95, with an estimated average price of $250.29. The stock is now traded at around $158.530000. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,381 shares as of 2021-12-31.

Wetherby Asset Management Inc initiated holding in Teradyne Inc. The purchase prices were between $107.27 and $168.56, with an estimated average price of $141.64. The stock is now traded at around $116.990000. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,845 shares as of 2021-12-31.

Wetherby Asset Management Inc added to a holding in Netflix Inc by 97.84%. The purchase prices were between $586.73 and $691.69, with an estimated average price of $639.23. The stock is now traded at around $391.455000. The impact to a portfolio due to this purchase was 0.37%. The holding were 21,976 shares as of 2021-12-31.

Wetherby Asset Management Inc added to a holding in Pinterest Inc by 785.84%. The purchase prices were between $34.93 and $62.68, with an estimated average price of $44.17. The stock is now traded at around $24.938200. The impact to a portfolio due to this purchase was 0.08%. The holding were 42,290 shares as of 2021-12-31.

Wetherby Asset Management Inc added to a holding in iShares MSCI Emerging Markets ETF by 27.52%. The purchase prices were between $47.41 and $51.73, with an estimated average price of $49.73. The stock is now traded at around $49.445000. The impact to a portfolio due to this purchase was 0.07%. The holding were 114,292 shares as of 2021-12-31.

Wetherby Asset Management Inc added to a holding in Cowen Inc by 36.97%. The purchase prices were between $33.86 and $39.68, with an estimated average price of $36.71. The stock is now traded at around $32.030000. The impact to a portfolio due to this purchase was 0.06%. The holding were 109,735 shares as of 2021-12-31.

Wetherby Asset Management Inc added to a holding in iShares MSCI EAFE ESG Select ETF by 45.74%. The purchase prices were between $75.56 and $81.16, with an estimated average price of $78.74. The stock is now traded at around $76.590000. The impact to a portfolio due to this purchase was 0.03%. The holding were 22,358 shares as of 2021-12-31.

Wetherby Asset Management Inc added to a holding in FMC Corp by 20.64%. The purchase prices were between $87.81 and $109.89, with an estimated average price of $100.89. The stock is now traded at around $118.980000. The impact to a portfolio due to this purchase was 0.02%. The holding were 16,937 shares as of 2021-12-31.

Wetherby Asset Management Inc sold out a holding in Medallia Inc. The sale prices were between $33.9 and $33.99, with an estimated average price of $33.95.

Wetherby Asset Management Inc sold out a holding in Teladoc Health Inc. The sale prices were between $87.43 and $154.29, with an estimated average price of $118.83.

Wetherby Asset Management Inc sold out a holding in iShares TIPS Bond ETF. The sale prices were between $126.18 and $129.42, with an estimated average price of $127.71.

Wetherby Asset Management Inc sold out a holding in ProShares UltraShort S&P500. The sale prices were between $34.9 and $44.35, with an estimated average price of $38.38.

Wetherby Asset Management Inc sold out a holding in . The sale prices were between $276.49 and $311.4, with an estimated average price of $299.1.

Wetherby Asset Management Inc sold out a holding in Hexcel Corp. The sale prices were between $47.83 and $63.17, with an estimated average price of $56.51.