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
Windstream Hldgs Inc Com Par
Q1 2019 Filed on May 09, 2019
1
N/A
MKSI
Mks Instruments Inc

Technology
Q1 2019 Filed on May 09, 2019
10
$63.07 - $93.05 $631 - $931
B
Barnes Group Inc

Industrials
Q1 2019 Filed on May 09, 2019
20
$51.4 - $61.4 $1.03K - $1.23K
HIG
Hartford Financial Services Group, Inc.

Financial Services
Q1 2019 Filed on May 09, 2019
132
$42.82 - $49.72 $5.65K - $6.56K
TTD
Trade Desk, Inc.

Technology
Q1 2019 Filed on May 09, 2019
149
$10.96 - $21.36 $1.63K - $3.18K
CORT
Corcept Therapeutics Inc

Healthcare
Q1 2019 Filed on May 09, 2019
643
$10.03 - $15.71 $6.45K - $10.1K
CENT
Central Garden & Pet CO

Consumer Defensive
Q1 2019 Filed on May 09, 2019
335
$25.56 - $40.07 $8.56K - $13.4K
Mellanox Technologies LTD Shs
Q1 2019 Filed on May 09, 2019
212
N/A
Bottomline Tech Del Inc Com
Q1 2019 Filed on May 09, 2019
304
N/A
HES
Hess Corp

Energy
Q1 2019 Filed on May 09, 2019
504
$42.24 - $61.09 $21.3K - $30.8K
Dun & Bradstreet Corp Del New Com
Q1 2019 Filed on May 09, 2019
200
N/A
SF
Stifel Financial Corp

Financial Services
Q1 2019 Filed on May 09, 2019
236
$26.67 - $37.61 $6.29K - $8.88K
Twenty First Centy Fox Inc Cl A
Q1 2019 Filed on May 09, 2019
4
N/A
Bb&T Corp Com
Q1 2019 Filed on May 09, 2019
517
N/A
CDW
Cdw Corp

Technology
Q1 2019 Filed on May 09, 2019
237
$77.13 - $98.58 $18.3K - $23.4K
CGNX
Cognex Corp

Technology
Q1 2019 Filed on May 09, 2019
22
$36.15 - $54.66 $795 - $1.2K
Monmouth Real Estate Invt Corp Cl A
Q1 2019 Filed on May 09, 2019
1,802
N/A
TTEK
Tetra Tech Inc

Industrials
Q1 2019 Filed on May 09, 2019
422
$48.61 - $60.64 $20.5K - $25.6K
COF
Capital One Financial Corp

Financial Services
Q1 2019 Filed on May 09, 2019
346
$76.16 - $84.97 $26.4K - $29.4K
Mindbody Inc Com Cl A
Q4 2018 Filed on Feb 14, 2019
1,000
N/A
XRAY
Dentsply Sirona Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
394
$34.32 - $38.12 $13.5K - $15K
PATK
Patrick Industries Inc

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
374
$27.83 - $58.12 $10.4K - $21.7K
Src Energy Inc Com
Q4 2018 Filed on Feb 14, 2019
1,783
N/A
Aetna Inc New Com
Q4 2018 Filed on Feb 14, 2019
1,248
N/A
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q4 2018 Filed on Feb 14, 2019
2
N/A
Td Ameritrade Hldg Corp Com
Q4 2018 Filed on Feb 14, 2019
400
N/A
Shire PLC Sponsored Adr
Q4 2018 Filed on Feb 14, 2019
132
N/A
Enbridge Energy Management LLC Shs Units Lli
Q4 2018 Filed on Feb 14, 2019
0
N/A
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q4 2018 Filed on Feb 14, 2019
125
N/A
Royal Bk Scotland Group PLC Sp Adr Pref S
Q4 2018 Filed on Feb 14, 2019
4,000
N/A
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
Q4 2018 Filed on Feb 14, 2019
877
$5.86 - $8.07 $5.14K - $7.08K
ITT
Itt Inc.

Industrials
Q4 2018 Filed on Feb 14, 2019
0
$45.29 - $61.1 $0 - $0
BHLB
Berkshire Hills Bancorp Inc

Financial Services
Q4 2018 Filed on Feb 14, 2019
687
$26.09 - $41.0 $17.9K - $28.2K
Rockwell Collins Inc Com
Q4 2018 Filed on Feb 14, 2019
451
N/A
Clearbridge Amern Energ Mlp Fd Com
Q4 2018 Filed on Feb 14, 2019
3,400
N/A
PFF
Ishares Trust Ishares Pfd And

ETFs
Q4 2018 Filed on Feb 14, 2019
70
$33.41 - $36.68 $2.34K - $2.57K
ICE
Intercontinental Exchange, Inc.

Financial Services
Q4 2018 Filed on Feb 14, 2019
250
$70.68 - $81.72 $17.7K - $20.4K
Energy Transfer Partners LP Unit LTD Prt Int
Q4 2018 Filed on Feb 14, 2019
750
N/A
ROK
Rockwell Automation, Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
97
$141.77 - $189.89 $13.8K - $18.4K
TV
Grupo Televisa, S.A.B.

Communication Services
Q4 2018 Filed on Feb 14, 2019
102
$12.25 - $17.9 $1.25K - $1.83K
PCG
Pg&E Corp

Utilities
Q4 2018 Filed on Feb 14, 2019
828
$17.74 - $48.96 $14.7K - $40.5K
IMAX
Imax Corp

Communication Services
Q4 2018 Filed on Feb 14, 2019
1,000
$17.78 - $25.05 $17.8K - $25.1K
SPOT
Spotify Technology S.A.

Communication Services
Q4 2018 Filed on Feb 14, 2019
1,000
$106.84 - $180.4 $107K - $180K
Transcanada Corp Com
Q4 2018 Filed on Feb 14, 2019
250
N/A
VG
Vonage Holdings Corp

Communication Services
Q4 2018 Filed on Feb 14, 2019
750
$8.1 - $14.56 $6.08K - $10.9K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q4 2018 Filed on Feb 14, 2019
50
$51.35 - $51.73 $2.57K - $2.59K
SNAP
Snap Inc

Communication Services
Q4 2018 Filed on Feb 14, 2019
100
$4.99 - $8.36 $499 - $836
Enbridge Energy Partners L P Com
Q4 2018 Filed on Feb 14, 2019
500
N/A
DBX
Dropbox, Inc.

Technology
Q4 2018 Filed on Feb 14, 2019
1,000
$19.38 - $26.32 $19.4K - $26.3K
Track This Portfolio

Track York Bridge Wealth Partners, LLC Portfolio

Follow York Bridge Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of York Bridge Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on York Bridge Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email