York Bridge Wealth Partners, LLC Closed Holding Positions

York Bridge Wealth Partners, LLC

  • $394 Million
  • Q4 2022
Stock Closed Quarter Shares Sold Price Range Trade History
Mgm Growth Pptys LLC Cl A Com
Q2 2022 Filed on Jul 15, 2022
13,002
N/A
HII
Huntington Ingalls Industries, Inc.

Industrials
Q2 2022 Filed on Jul 15, 2022
1,915
$197.76 - $227.29 $379K - $435K
General Electric CO Com New
Q2 2022 Filed on Jul 15, 2022
3,400
N/A
MSCI
Msci Inc.

Financial Services
Q2 2022 Filed on Jul 15, 2022
1,177
$379.08 - $519.51 $446K - $611K
UL
Unilever PLC

Consumer Defensive
Q2 2022 Filed on Jul 15, 2022
8,775
$43.05 - $48.33 $378K - $424K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
Q2 2022 Filed on Jul 15, 2022
1,679
$113.3 - $158.47 $190K - $266K
MBUU
Malibu Boats, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 15, 2022
3,590
$48.72 - $61.16 $175K - $220K
RL
Ralph Lauren Corp

Consumer Cyclical
Q2 2022 Filed on Jul 15, 2022
2,226
$87.14 - $115.38 $194K - $257K
XP
Xp Inc.

Financial Services
Q2 2022 Filed on Jul 15, 2022
10,170
$17.96 - $31.74 $183K - $323K
CHKP
Check Point Software Technologies LTD

Technology
Q2 2022 Filed on Jul 15, 2022
5,809
$117.6 - $144.28 $683K - $838K
DAVA
Endava PLC

Technology
Q2 2022 Filed on Jul 15, 2022
3,642
$82.96 - $138.15 $302K - $503K
EEM
Ishares Msci Emerging Markets

ETFs
Q2 2022 Filed on Jul 15, 2022
5,421
$39.4 - $46.71 $214K - $253K
MIR
Mirion Technologies, Inc.

Industrials
Q2 2022 Filed on Jul 15, 2022
38,562
$5.76 - $8.75 $222K - $337K
PCTY
Paylocity Holding Corp

Technology
Q2 2022 Filed on Jul 15, 2022
991
$154.3 - $216.46 $153K - $215K
TRUP
Trupanion, Inc.

Financial Services
Q2 2022 Filed on Jul 15, 2022
4,604
$51.62 - $95.52 $238K - $440K
MLM
Martin Marietta Materials Inc

Basic Materials
Q1 2022 Filed on Apr 15, 2022
491
$359.99 - $441.51 $177K - $217K
Royal Dutch Shell PLC Spon Adr B
Q1 2022 Filed on Apr 15, 2022
8,512
N/A
Yandex N V Shs Class A
Q1 2022 Filed on Apr 15, 2022
3,748
N/A
QCOM
Qualcomm Inc

Technology
Q1 2022 Filed on Apr 15, 2022
1,127
$141.29 - $188.69 $159K - $213K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q1 2022 Filed on Apr 15, 2022
823
$234.1 - $296.68 $193K - $244K
ITUB
Itau Unibanco Holding S.A.

Financial Services
Q1 2022 Filed on Apr 15, 2022
60,725
$3.74 - $5.8 $227K - $352K
LOW
Lowes Companies Inc

Consumer Cyclical
Q1 2022 Filed on Apr 15, 2022
882
$202.19 - $259.81 $178K - $229K
EW
Edwards Lifesciences Corp

Healthcare
Q1 2022 Filed on Apr 15, 2022
1,550
$101.96 - $128.34 $158K - $199K
EXPO
Exponent Inc

Industrials
Q1 2022 Filed on Apr 15, 2022
2,761
$84.33 - $116.96 $233K - $323K
Apollo Global Mgmt Inc Com
Q1 2022 Filed on Apr 15, 2022
16,170
N/A
C
Citigroup Inc

Financial Services
Q1 2022 Filed on Apr 15, 2022
3,339
$53.4 - $67.84 $178K - $227K
ZM
Zoom Video Communications, Inc.

Technology
Q1 2022 Filed on Apr 15, 2022
1,937
$94.64 - $184.26 $183K - $357K
MEDP
Medpace Holdings, Inc.

Healthcare
Q1 2022 Filed on Apr 15, 2022
1,649
$138.87 - $214.31 $229K - $353K
SQ
Block, Inc.

Technology
Q4 2021 Filed on Jan 19, 2022
1,018
$158.3 - $265.08 $161K - $270K
IGV
Ishares Expanded Tech Software

ETFs
Q4 2021 Filed on Jan 19, 2022
515
$384.52 - $446.52 $198K - $230K
TFC
Truist Financial Corp

Financial Services
Q4 2021 Filed on Jan 19, 2022
5,093
$55.67 - $65.14 $284K - $332K
VRE
Veris Residential, Inc.

Real Estate
Q4 2021 Filed on Jan 19, 2022
15,000
$16.49 - $19.66 $247K - $295K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2021 Filed on Jan 19, 2022
3,114
$111.96 - $177.7 $349K - $553K
ONTF
On24 Inc.

Technology
Q4 2021 Filed on Jan 19, 2022
33,495
$15.2 - $20.62 $509K - $691K
GLD
Spdr Gold Trust

ETFs
Q4 2021 Filed on Jan 19, 2022
1,269
$163.92 - $174.5 $208K - $221K
SNY
Sanofi

Healthcare
Q3 2021 Filed on Oct 22, 2021
3,846
$47.89 - $53.12 $184K - $204K
FTNT
Fortinet, Inc.

Technology
Q3 2021 Filed on Oct 22, 2021
1,543
$48.47 - $64.04 $74.8K - $98.8K
BLDE
Blade Air Mobility, Inc.

Industrials
Q3 2021 Filed on Oct 22, 2021
10,000
$7.08 - $11.63 $70.8K - $116K
SWN
Southwestern Energy CO

Energy
Q3 2021 Filed on Oct 22, 2021
45,144
$3.97 - $5.88 $179K - $265K
CTSH
Cognizant Technology Solutions Corp

Technology
Q2 2021 Filed on Jul 22, 2021
2,684
$68.32 - $82.2 $183K - $221K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
Q2 2021 Filed on Jul 22, 2021
3,646
$76.75 - $84.14 $280K - $307K
SNPS
Synopsys Inc

Technology
Q2 2021 Filed on Jul 22, 2021
1,196
$228.54 - $276.18 $273K - $330K
Western Asset Mun Def Opp Tr Com
Q2 2021 Filed on Jul 22, 2021
19,600
N/A
TREX
Trex CO Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
834
$93.91 - $109.95 $78.3K - $91.7K
FDX
Fedex Corp

Industrials
Q1 2021 Filed on Apr 15, 2021
825
$235.34 - $285.92 $194K - $236K
Tiffany & CO New Com
Q1 2021 Filed on Apr 15, 2021
1,800
N/A
BRK-A
Berkshire Hathaway Inc

Financial Services
Q1 2021 Filed on Apr 15, 2021
1
$341820.0 - $398840.0 $342K - $399K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q1 2021 Filed on Apr 15, 2021
4,306
$446.73 - $548.2 $1.92M - $2.36M
BK
Bank Of New York Mellon Corp

Financial Services
Q4 2020 Filed on Jan 19, 2021
6,860
$34.08 - $42.44 $234K - $291K
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