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
Orbotech LTD Ord
Q3 2018 Filed on Nov 14, 2018
26
N/A
Ishares Comex Gold Trust
Q3 2018 Filed on Nov 14, 2018
500
N/A
KFY
Korn Ferry

Industrials
Q3 2018 Filed on Nov 14, 2018
40
$48.0 - $67.95 $1.92K - $2.72K
BLDR
Builders First Source, Inc.

Industrials
Q3 2018 Filed on Nov 14, 2018
102
$14.68 - $18.82 $1.5K - $1.92K
ELY
Callaway Golf CO

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
191
$18.56 - $24.29 $3.54K - $4.64K
CVCO
Cavco Industries Inc.

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
9
$206.5 - $256.95 $1.86K - $2.31K
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
Q3 2018 Filed on Nov 14, 2018
32
$46.32 - $66.22 $1.48K - $2.12K
AEIS
Advanced Energy Industries Inc

Industrials
Q3 2018 Filed on Nov 14, 2018
382
$50.55 - $62.34 $19.3K - $23.8K
EXTR
Extreme Networks Inc

Technology
Q3 2018 Filed on Nov 14, 2018
262
$5.48 - $8.96 $1.44K - $2.35K
MOD
Modine Manufacturing CO

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
158
$14.9 - $18.25 $2.35K - $2.88K
Forum Energy Technologies Inc Com
Q3 2018 Filed on Nov 14, 2018
146
N/A
Hrg Group Inc Com
Q3 2018 Filed on Nov 14, 2018
100
N/A
BLD
Top Build Corp

Industrials
Q3 2018 Filed on Nov 14, 2018
284
$56.82 - $83.96 $16.1K - $23.8K
HYG
Ishares Tr

ETFs
Q3 2018 Filed on Nov 14, 2018
0
$84.78 - $86.44 $0 - $0
HI
Hillenbrand, Inc.

Industrials
Q3 2018 Filed on Nov 14, 2018
67
$47.4 - $52.7 $3.18K - $3.53K
NUVA
Nuvasive Inc

Healthcare
Q3 2018 Filed on Nov 14, 2018
48
$52.03 - $71.41 $2.5K - $3.43K
Bryn Mawr Bk Corp Com
Q3 2018 Filed on Nov 14, 2018
63
N/A
Integrated Device Technology Com
Q3 2018 Filed on Nov 14, 2018
261
N/A
Kkr & CO L P Del Com Units
Q3 2018 Filed on Nov 14, 2018
1,000
N/A
IPAR
Inter Parfums Inc

Consumer Defensive
Q3 2018 Filed on Nov 14, 2018
55
$53.75 - $66.25 $2.96K - $3.64K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q3 2018 Filed on Nov 14, 2018
181
N/A
CASH
Meta Financial Group Inc

Financial Services
Q3 2018 Filed on Nov 14, 2018
29
$27.5 - $33.72 $798 - $978
Sterling Bancorp Del Com
Q3 2018 Filed on Nov 14, 2018
1,136
N/A
ZD
Ziff Davis, Inc.

Communication Services
Q3 2018 Filed on Nov 14, 2018
28
$69.08 - $78.32 $1.93K - $2.19K
Dr Pepper Snapple Group Inc Com
Q3 2018 Filed on Nov 14, 2018
842
N/A
USCR
U.S. Concrete, Inc.

Basic Materials
Q3 2018 Filed on Nov 14, 2018
31
N/A
OTTR
Otter Tail Corp

Utilities
Q3 2018 Filed on Nov 14, 2018
51
$47.05 - $49.6 $2.4K - $2.53K
DOV
Dover Corp

Industrials
Q3 2018 Filed on Nov 14, 2018
56
$72.9 - $89.36 $4.08K - $5K
DHR
Danaher Corp

Healthcare
Q3 2018 Filed on Nov 14, 2018
53
$98.13 - $108.9 $5.2K - $5.77K
ICUI
Icu Medical Inc

Healthcare
Q3 2018 Filed on Nov 14, 2018
15
$265.5 - $307.63 $3.98K - $4.61K
PNFP
Pinnacle Financial Partners Inc

Financial Services
Q3 2018 Filed on Nov 14, 2018
117
$60.05 - $66.2 $7.03K - $7.75K
DAL
Delta Air Lines, Inc.

Industrials
Q3 2018 Filed on Nov 14, 2018
13,191
$48.78 - $59.61 $643K - $786K
LKFN
Lakeland Financial Corp

Financial Services
Q3 2018 Filed on Nov 14, 2018
57
$46.48 - $50.88 $2.65K - $2.9K
Shutterfly Inc Com
Q3 2018 Filed on Nov 14, 2018
200
N/A
Callon Pete CO Del Com
Q3 2018 Filed on Nov 14, 2018
180
N/A
Fcb Finl Hldgs Inc Cl A
Q3 2018 Filed on Nov 14, 2018
867
N/A
AMWD
American Woodmark Corp

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
33
$78.45 - $93.9 $2.59K - $3.1K
KSS
Kohls Corp

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
95
$69.13 - $82.05 $6.57K - $7.79K
MU
Micron Technology Inc

Technology
Q3 2018 Filed on Nov 14, 2018
398
$41.74 - $57.45 $16.6K - $22.9K
CLDT
Chatham Lodging Trust

Real Estate
Q3 2018 Filed on Nov 14, 2018
110
$20.43 - $22.08 $2.25K - $2.43K
IBP
Installed Building Products, Inc.

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
47
$39.0 - $59.35 $1.83K - $2.79K
DLR
Digital Realty Trust, Inc.

Real Estate
Q3 2018 Filed on Nov 14, 2018
150
$111.52 - $124.3 $16.7K - $18.6K
CPS
Cooper Standard Holdings Inc.

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
24
$119.87 - $144.83 $2.88K - $3.48K
COLM
Columbia Sportswear CO

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
266
$85.33 - $94.32 $22.7K - $25.1K
SJI
South Jersey Industries Inc

Utilities
Q3 2018 Filed on Nov 14, 2018
73
$32.54 - $36.0 $2.38K - $2.63K
ANIK
Anika Therapeutics, Inc.

Healthcare
Q3 2018 Filed on Nov 14, 2018
20
$32.83 - $42.51 $657 - $850
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q3 2018 Filed on Nov 14, 2018
594
N/A
ETR
Entergy Corp

Utilities
Q3 2018 Filed on Nov 14, 2018
66
$78.98 - $85.53 $5.21K - $5.64K
HTH
Hilltop Holdings Inc.

Financial Services
Q3 2018 Filed on Nov 14, 2018
90
$20.09 - $22.98 $1.81K - $2.07K
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