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
NTES
Net Ease, Inc.

Communication Services
Q3 2019 Filed on Oct 21, 2019
65
$42.38 - $56.07 $2.75K - $3.64K
IONS
Ionis Pharmaceuticals Inc

Healthcare
Q3 2019 Filed on Oct 21, 2019
1,527
$59.06 - $72.15 $90.2K - $110K
BCE
Bce Inc

Communication Services
Q3 2019 Filed on Oct 21, 2019
500
$45.11 - $48.67 $22.6K - $24.3K
EBAY
Ebay Inc

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
1,951
$38.37 - $41.57 $74.9K - $81.1K
CPK
Chesapeake Utilities Corp

Utilities
Q3 2019 Filed on Oct 21, 2019
114
$90.38 - $95.84 $10.3K - $10.9K
LGND
Ligand Pharmaceuticals Inc

Healthcare
Q3 2019 Filed on Oct 21, 2019
82
$86.25 - $120.16 $7.07K - $9.85K
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
Q3 2019 Filed on Oct 21, 2019
4,800
$22.06 - $24.47 $106K - $117K
SLV
I Shares Silver Trust

ETFs
Q3 2019 Filed on Oct 21, 2019
800
$14.05 - $18.34 $11.2K - $14.7K
TEAM
Atlassian Corp PLC

Technology
Q3 2019 Filed on Oct 21, 2019
3
$122.25 - $146.7 $367 - $440
Peoples Utd Finl Inc Com
Q3 2019 Filed on Oct 21, 2019
415
N/A
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q3 2019 Filed on Oct 21, 2019
580
$6.16 - $9.6 $3.57K - $5.57K
Allergan PLC Shs
Q3 2019 Filed on Oct 21, 2019
812
N/A
AEP
American Electric Power CO Inc

Utilities
Q3 2019 Filed on Oct 21, 2019
365
$87.81 - $94.59 $32.1K - $34.5K
ET
Energy Transfer LP

Energy
Q3 2019 Filed on Oct 21, 2019
3,174
$13.02 - $15.1 $41.3K - $47.9K
EEMV
Ishares Msci Emerging Markets

ETFs
Q3 2019 Filed on Oct 21, 2019
957
$55.22 - $59.35 $52.8K - $56.8K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q3 2019 Filed on Oct 21, 2019
44
$255.08 - $273.6 $11.2K - $12K
ASIX
Advan Six Inc.

Basic Materials
Q3 2019 Filed on Oct 21, 2019
49
$21.36 - $26.93 $1.05K - $1.32K
AFT
Apollo Senior Floating Rate Fund Inc.

Financial Services
Q3 2019 Filed on Oct 21, 2019
66
$14.4 - $15.28 $950 - $1.01K
PAYX
Paychex Inc

Industrials
Q3 2019 Filed on Oct 21, 2019
440
$79.72 - $86.58 $35.1K - $38.1K
MPC
Marathon Petroleum Corp

Energy
Q3 2019 Filed on Oct 21, 2019
3,011
$44.63 - $62.42 $134K - $188K
Alexion Pharmaceuticals Inc Com
Q3 2019 Filed on Oct 21, 2019
704
N/A
AMCX
Amc Networks Inc.

Communication Services
Q3 2019 Filed on Oct 21, 2019
264
$46.74 - $56.7 $12.3K - $15K
JHS
John Hancock Income Securities Trust

Financial Services
Q3 2019 Filed on Oct 21, 2019
250
$14.25 - $14.79 $3.56K - $3.7K
ES
Eversource Energy

Utilities
Q3 2019 Filed on Oct 21, 2019
67
$75.66 - $85.47 $5.07K - $5.73K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
Q3 2019 Filed on Oct 21, 2019
35
$60.17 - $65.28 $2.11K - $2.28K
EL
Estee Lauder Companies Inc

Consumer Defensive
Q3 2019 Filed on Oct 21, 2019
192
$174.56 - $207.03 $33.5K - $39.7K
Orbcomm Inc Com
Q2 2019 Filed on Jul 18, 2019
3,225
N/A
Horizon Pharma PLC Shs
Q2 2019 Filed on Jul 18, 2019
561
N/A
Arris International PLC Shs
Q2 2019 Filed on Jul 18, 2019
324
N/A
GIII
G Iii Apparel Group LTD

Consumer Cyclical
Q2 2019 Filed on Jul 18, 2019
416
$23.39 - $43.63 $9.73K - $18.2K
ALLE
Allegion PLC

Industrials
Q2 2019 Filed on Jul 18, 2019
0
$92.42 - $110.55 $0 - $0
PII
Polaris Inc.

Consumer Cyclical
Q2 2019 Filed on Jul 18, 2019
150
$79.88 - $102.02 $12K - $15.3K
UVE
Universal Insurance Holdings, Inc.

Financial Services
Q2 2019 Filed on Jul 18, 2019
407
$27.36 - $31.99 $11.1K - $13K
Blackstone Group L P Com Unit LTD
Q2 2019 Filed on Jul 18, 2019
3,400
N/A
Micro Focus International PLC Spon Adr New
Q2 2019 Filed on Jul 18, 2019
952
N/A
Dowdupont Inc Com
Q2 2019 Filed on Jul 18, 2019
23,821
N/A
Echo Global Logistics Inc Com
Q2 2019 Filed on Jul 18, 2019
411
N/A
Ferro Corp Com
Q2 2019 Filed on Jul 18, 2019
554
N/A
CPB
Campbell Soup CO

Consumer Defensive
Q2 2019 Filed on Jul 18, 2019
450
$35.8 - $43.08 $16.1K - $19.4K
CLX
Clorox CO

Consumer Defensive
Q2 2019 Filed on Jul 18, 2019
125
$146.72 - $159.73 $18.3K - $20K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
Q2 2019 Filed on Jul 18, 2019
2,149
$51.26 - $62.84 $110K - $135K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q2 2019 Filed on Jul 18, 2019
590
N/A
FRME
First Merchants Corp

Financial Services
Q2 2019 Filed on Jul 18, 2019
320
$33.25 - $39.45 $10.6K - $12.6K
Quantenna Communications Inc Com
Q2 2019 Filed on Jul 18, 2019
614
N/A
Weight Watchers Intl Inc New Com
Q1 2019 Filed on May 09, 2019
483
N/A
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
Q1 2019 Filed on May 09, 2019
7
$58.29 - $66.75 $408 - $467
QGEN
Qiagen N.V.

Healthcare
Q1 2019 Filed on May 09, 2019
42
$33.78 - $40.68 $1.42K - $1.71K
Cadence Bancorporation Cl A
Q1 2019 Filed on May 09, 2019
1,300
N/A
Capri Holdings Limited Shs
Q1 2019 Filed on May 09, 2019
50
N/A
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