Yhb Investment Advisors, Inc. Closed Holding Positions

Yhb Investment Advisors, Inc.

  • $1.19 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FV
First Trust Dorsey Wright Focu

ETFs
Q2 2022 Filed on Jul 14, 2022
4,944
$40.98 - $50.4 $203K - $249K
Peoples United Financial Inc Com
Q2 2022 Filed on Jul 14, 2022
26,412
N/A
BSCM
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q2 2022 Filed on Jul 14, 2022
67,154
$21.16 - $21.27 $1.42M - $1.43M
MEG
Montrose Environmental Group, Inc.

Industrials
Q2 2022 Filed on Jul 14, 2022
4,061
$29.6 - $55.42 $120K - $225K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
Q2 2022 Filed on Jul 14, 2022
7,965
$28.19 - $33.79 $225K - $269K
GNRC
Generac Holdings Inc.

Industrials
Q2 2022 Filed on Jul 14, 2022
776
$204.62 - $316.01 $159K - $245K
AME
Ametek Inc

Industrials
Q1 2022 Filed on Apr 14, 2022
1,760
$124.77 - $146.09 $220K - $257K
CNC
Centene Corp

Healthcare
Q1 2022 Filed on Apr 14, 2022
2,830
$75.34 - $87.98 $213K - $249K
POST
Post Holdings, Inc.

Consumer Defensive
Q1 2022 Filed on Apr 14, 2022
2,840
$63.81 - $77.09 $181K - $219K
UPWK
Upwork, Inc

Industrials
Q1 2022 Filed on Apr 14, 2022
21,009
$18.0 - $33.76 $378K - $709K
MASI
Masimo Corp

Healthcare
Q1 2022 Filed on Apr 14, 2022
859
$135.71 - $284.87 $117K - $245K
EPAM
Epam Systems, Inc.

Technology
Q1 2022 Filed on Apr 14, 2022
460
$174.8 - $642.2 $80.4K - $295K
NEAR
Blackrock Short Maturity Bond

ETFs
Q1 2022 Filed on Apr 14, 2022
6,100
$49.51 - $49.96 $302K - $305K
CAPD
Barclays Bank PLC

ETFs
Q1 2022 Filed on Apr 14, 2022
10,340
$20.66 - $22.93 $214K - $237K
Cerner Corp Com
Q1 2022 Filed on Apr 14, 2022
4,670
N/A
BSMN
Invesco

ETFs
Q1 2022 Filed on Apr 14, 2022
8,125
$25.17 - $25.61 $205K - $208K
Zynga Inc Cl A
Q4 2021 Filed on Jan 18, 2022
13,990
N/A
Evofem Biosciences Inc Com
Q4 2021 Filed on Jan 18, 2022
12,000
N/A
HUBS
Hubspot Inc

Technology
Q4 2021 Filed on Jan 18, 2022
358
$633.79 - $852.08 $227K - $305K
TAP
Molson Coors Beverage CO

Consumer Defensive
Q4 2021 Filed on Jan 18, 2022
6,453
$43.38 - $49.21 $280K - $318K
MEAR
Blackrock Short Maturity Munic

ETFs
Q3 2021 Filed on Oct 28, 2021
4,000
$50.14 - $50.24 $201K - $201K
General Electric CO Com
Q3 2021 Filed on Oct 28, 2021
421,518
N/A
Invesco Bulletshares 2021 Corporate Bond ETF
Q2 2021 Filed on Jul 15, 2021
296,045
N/A
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q1 2021 Filed on Apr 22, 2021
14,480
$72.06 - $83.7 $1.04M - $1.21M
Marvell Technology Group LTD Ord
Q1 2021 Filed on Apr 22, 2021
6,141
N/A
PARA
Paramount Global

Communication Services
Q1 2021 Filed on Apr 22, 2021
7,010
$36.6 - $100.34 $257K - $703K
Bristol Myers Squibb CO Contngnt Val Rt
Q1 2021 Filed on Apr 22, 2021
13,819
N/A
GDDY
Go Daddy Inc.

Technology
Q1 2021 Filed on Apr 22, 2021
2,680
$72.21 - $92.85 $194K - $249K
Gci Liberty Inc Com Class A
Q4 2020 Filed on Jan 21, 2021
24,414
N/A
Invesco Bulletshares 2020 Corporate Bond ETF
Q4 2020 Filed on Jan 21, 2021
54,072
N/A
TRIP
Trip Advisor, Inc.

Consumer Cyclical
Q4 2020 Filed on Jan 21, 2021
25,869
$18.72 - $30.94 $484K - $800K
LTRPA
Liberty Trip Advisor Holdings, Inc.

Communication Services
Q4 2020 Filed on Jan 21, 2021
26,412
$1.66 - $4.38 $43.8K - $116K
Berkshire Hathaway Inc Del
Q3 2020 Filed on Nov 02, 2020
85,225
N/A
Comcast Corp New
Q3 2020 Filed on Nov 02, 2020
226,824
N/A
Cigna Corporation
Q3 2020 Filed on Nov 02, 2020
2,612
N/A
CAC
Camden National Corp

Financial Services
Q3 2020 Filed on Nov 02, 2020
9,000
$28.36 - $35.17 $255K - $317K
ET
Energy Transfer LP

Energy
Q3 2020 Filed on Nov 02, 2020
11,298
$5.42 - $7.15 $61.2K - $80.8K
Aon Corp
Q3 2020 Filed on Nov 02, 2020
13,478
N/A
United Technologies Corp
Q2 2020 Filed on Jul 20, 2020
95,200
N/A
Flir Sys Inc
Q1 2020 Filed on Apr 16, 2020
7,290
N/A
Ingersoll Rand PLC
Q1 2020 Filed on Apr 16, 2020
4,090
N/A
MHK
Mohawk Industries Inc

Consumer Cyclical
Q1 2020 Filed on Apr 16, 2020
4,641
$58.66 - $143.81 $272K - $667K
Raytheon CO
Q1 2020 Filed on Apr 16, 2020
946
N/A
MAS
Masco Corp

Industrials
Q1 2020 Filed on Apr 16, 2020
4,900
$27.53 - $49.9 $135K - $245K
Cimarex Energy CO
Q1 2020 Filed on Apr 16, 2020
5,251
N/A
Aqua America Inc
Q1 2020 Filed on Apr 16, 2020
68,300
N/A
Viacom Inc New
Q1 2020 Filed on Apr 16, 2020
7,619
N/A
FOX
Fox Corp Cl B (De)

Communication Services
Q4 2019 Filed on Jan 27, 2020
11,534
$30.04 - $36.8 $346K - $424K
Suntrust Bks Inc
Q4 2019 Filed on Jan 27, 2020
75,063
N/A
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