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
IMGN
Immuno Gen, Inc.

Healthcare
Q3 2019 Filed on Oct 21, 2019
1,807
$2.22 - $3.39 $4.01K - $6.13K
MTDR
Matador Resources CO

Energy
Q3 2019 Filed on Oct 21, 2019
443
$13.73 - $19.78 $6.08K - $8.76K
POST
Post Holdings, Inc.

Consumer Defensive
Q3 2019 Filed on Oct 21, 2019
100
$62.28 - $73.59 $6.23K - $7.36K
LSXMK
Liberty Media Corp

Communication Services
Q3 2019 Filed on Oct 21, 2019
455
$37.87 - $41.88 $17.2K - $19.1K
LSXMA
Liberty Media Corp

Communication Services
Q3 2019 Filed on Oct 21, 2019
192
$37.77 - $41.55 $7.25K - $7.98K
FFIV
F5, Inc.

Technology
Q3 2019 Filed on Oct 21, 2019
28
$122.07 - $153.81 $3.42K - $4.31K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q3 2019 Filed on Oct 21, 2019
61
$181.04 - $188.72 $11K - $11.5K
EWBC
East West Bancorp Inc

Financial Services
Q3 2019 Filed on Oct 21, 2019
150
$37.83 - $49.08 $5.67K - $7.36K
Mobile Telesystems Pjsc Sponsored Adr
Q3 2019 Filed on Oct 21, 2019
882
N/A
GPS
Gap Inc

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
13
$15.36 - $19.54 $200 - $254
LVHD
Franklin U.S. Low Volatility H

ETFs
Q3 2019 Filed on Oct 21, 2019
1,000
$33.03 - $33.59 $33K - $33.6K
SPLK
Splunk Inc

Technology
Q3 2019 Filed on Oct 21, 2019
827
$108.22 - $140.73 $89.5K - $116K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
200
$51.41 - $65.22 $10.3K - $13K
GWRE
Guidewire Software, Inc.

Technology
Q3 2019 Filed on Oct 21, 2019
400
$93.26 - $109.41 $37.3K - $43.8K
BATRK
Liberty Media Corp Del

Communication Services
Q3 2019 Filed on Oct 21, 2019
5
$27.75 - $29.9 $139 - $150
STT
State Street Corp

Financial Services
Q3 2019 Filed on Oct 21, 2019
558
$48.81 - $61.15 $27.2K - $34.1K
WAL
Western Alliance Bancorporation

Financial Services
Q3 2019 Filed on Oct 21, 2019
229
$41.44 - $50.04 $9.49K - $11.5K
CME
Cme Group Inc.

Financial Services
Q3 2019 Filed on Oct 21, 2019
180
$194.42 - $223.07 $35K - $40.2K
PHI
Pldt Inc.

Communication Services
Q3 2019 Filed on Oct 21, 2019
232
$20.72 - $25.28 $4.81K - $5.86K
CCL
Carnival Corp

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
2,495
$43.03 - $50.55 $107K - $126K
CHTR
Charter Communications, Inc.

Communication Services
Q3 2019 Filed on Oct 21, 2019
178
$375.03 - $427.42 $66.8K - $76.1K
MAR
Marriott International Inc

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
806
$120.77 - $143.96 $97.3K - $116K
NGVT
Ingevity Corp

Basic Materials
Q3 2019 Filed on Oct 21, 2019
78
$73.16 - $107.57 $5.71K - $8.39K
OXY
Occidental Petroleum Corp

Energy
Q3 2019 Filed on Oct 21, 2019
215
$42.13 - $53.17 $9.06K - $11.4K
EPD
Enterprise Products Partners L.P.

Energy
Q3 2019 Filed on Oct 21, 2019
2,823
$27.86 - $30.68 $78.6K - $86.6K
IYH
Ishares Tr

ETFs
Q3 2019 Filed on Oct 21, 2019
18
$187.31 - $198.79 $3.37K - $3.58K
GS
Goldman Sachs Group Inc

Financial Services
Q3 2019 Filed on Oct 21, 2019
701
$195.56 - $222.14 $137K - $156K
VXF
Vanguard Extended Market ETF

ETFs
Q3 2019 Filed on Oct 21, 2019
150
$115.84 - $119.58 $17.4K - $17.9K
JHI
John Hancock Investors Trust

Financial Services
Q3 2019 Filed on Oct 21, 2019
100
$16.49 - $17.51 $1.65K - $1.75K
ANIP
Ani Pharmaceuticals Inc

Healthcare
Q3 2019 Filed on Oct 21, 2019
152
$64.7 - $85.39 $9.83K - $13K
Donnelley R R & Sons CO Com
Q3 2019 Filed on Oct 21, 2019
66
N/A
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q3 2019 Filed on Oct 21, 2019
2,150
$5.71 - $6.49 $12.3K - $14K
HPE
Hewlett Packard Enterprise CO

Technology
Q3 2019 Filed on Oct 21, 2019
6,957
$12.68 - $15.37 $88.2K - $107K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q3 2019 Filed on Oct 21, 2019
1,642
$48.47 - $50.92 $79.6K - $83.6K
Polyone Corp Com
Q3 2019 Filed on Oct 21, 2019
213
N/A
PRU
Prudential Financial Inc

Financial Services
Q3 2019 Filed on Oct 21, 2019
1,848
$78.29 - $103.27 $145K - $191K
BGB
Blackstone Strategic Credit Fund

Financial Services
Q3 2019 Filed on Oct 21, 2019
2,570
$14.26 - $15.09 $36.6K - $38.8K
PNR
Pentair PLC

Industrials
Q3 2019 Filed on Oct 21, 2019
630
$34.73 - $39.32 $21.9K - $24.8K
Hsbc Hldgs PLC Adr A 1/40 Pf A
Q3 2019 Filed on Oct 21, 2019
33
N/A
WEX
Wex Inc.

Technology
Q3 2019 Filed on Oct 21, 2019
200
$188.85 - $221.02 $37.8K - $44.2K
Celgene Corp Com
Q3 2019 Filed on Oct 21, 2019
1,730
N/A
SHG
Shinhan Financial Group CO LTD

Financial Services
Q3 2019 Filed on Oct 21, 2019
209
$32.23 - $39.17 $6.74K - $8.19K
Bridge Bancorp Inc Com
Q3 2019 Filed on Oct 21, 2019
900
N/A
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q3 2019 Filed on Oct 21, 2019
139
$24.37 - $30.03 $3.39K - $4.17K
Seagate Technology PLC Shs
Q3 2019 Filed on Oct 21, 2019
1,874
N/A
ENZ
Enzo Biochem Inc

Healthcare
Q3 2019 Filed on Oct 21, 2019
279
$3.01 - $4.0 $840 - $1.12K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
252
$35.81 - $47.57 $9.02K - $12K
RDS-A
Shell PLC

Energy
Q3 2019 Filed on Oct 21, 2019
1,254
$49.47 - $57.87 $62K - $72.6K
DUK
Duke Energy Corp

Utilities
Q3 2019 Filed on Oct 21, 2019
1,815
$86.49 - $96.28 $157K - $175K
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