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
SHOO
Steven Madden, Ltd.

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
37
$34.77 - $39.03 $1.29K - $1.44K
BEN
Franklin Resources Inc

Financial Services
Q3 2018 Filed on Nov 14, 2018
92
$30.14 - $34.32 $2.77K - $3.16K
NLSN
Nielsen Holdings PLC

Industrials
Q3 2018 Filed on Nov 14, 2018
661
$21.75 - $31.88 $14.4K - $21.1K
BDN
Brandywine Realty Trust

Real Estate
Q3 2018 Filed on Nov 14, 2018
152
$15.55 - $17.12 $2.36K - $2.6K
Bofi Hldg Inc Com
Q3 2018 Filed on Nov 14, 2018
500
N/A
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
Q3 2018 Filed on Nov 14, 2018
32
$87.52 - $122.67 $2.8K - $3.93K
Medidata Solutions Inc Com
Q3 2018 Filed on Nov 14, 2018
45
N/A
MUR
Murphy Oil Corp

Energy
Q3 2018 Filed on Nov 14, 2018
104
$29.46 - $34.21 $3.06K - $3.56K
TEX
Terex Corp

Industrials
Q3 2018 Filed on Nov 14, 2018
300
$36.92 - $45.15 $11.1K - $13.5K
HTLF
Heartland Financial Usa Inc

Financial Services
Q3 2018 Filed on Nov 14, 2018
57
$55.5 - $61.7 $3.16K - $3.52K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
Q3 2018 Filed on Nov 14, 2018
457
$42.7 - $56.55 $19.5K - $25.8K
VTR
Ventas, Inc.

Real Estate
Q3 2018 Filed on Nov 14, 2018
89
$53.66 - $60.12 $4.78K - $5.35K
CMI
Cummins Inc

Industrials
Q3 2018 Filed on Nov 14, 2018
180
$131.05 - $151.02 $23.6K - $27.2K
LDL
Lydall, Inc.

Industrials
Q3 2018 Filed on Nov 14, 2018
45
N/A
EGBN
Eagle Bancorp Inc

Financial Services
Q3 2018 Filed on Nov 14, 2018
39
$50.6 - $64.6 $1.97K - $2.52K
PLCE
Childrens Place, Inc.

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
21
$114.3 - $144.95 $2.4K - $3.04K
Maxim Integrated Prods Inc Com
Q3 2018 Filed on Nov 14, 2018
75
N/A
Proofpoint Inc Com
Q3 2018 Filed on Nov 14, 2018
18
N/A
SPG
Simon Property Group Inc

Real Estate
Q3 2018 Filed on Nov 14, 2018
73
$168.58 - $185.23 $12.3K - $13.5K
COHR
Ii Vi Inc

Technology
Q2 2018 Filed on Aug 10, 2018
71
$149.61 - $185.98 $10.6K - $13.2K
Broadcom LTD Shs
Q2 2018 Filed on Aug 10, 2018
3,971
N/A
Ddr Corp Com
Q2 2018 Filed on Aug 10, 2018
5
N/A
IDV
Ishares Tr

ETFs
Q2 2018 Filed on Aug 10, 2018
0
N/A
Great Plains Energy Inc Com
Q2 2018 Filed on Aug 10, 2018
320
N/A
Chicago Bridge & Iron CO N V Com
Q2 2018 Filed on Aug 10, 2018
5
N/A
MEI
Methode Electronics Inc

Technology
Q2 2018 Filed on Aug 10, 2018
50
$37.95 - $45.25 $1.9K - $2.26K
Monsanto CO New Com
Q2 2018 Filed on Aug 10, 2018
999
N/A
FFBC
First Financial Bancorp

Financial Services
Q2 2018 Filed on Aug 10, 2018
1,201
$28.1 - $33.55 $33.7K - $40.3K
FTK
Flotek Industries Inc

Energy
Q2 2018 Filed on Aug 10, 2018
109
$3.09 - $6.63 $337 - $723
Wabco Hldgs Inc Com
Q2 2018 Filed on Aug 10, 2018
854
N/A
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
Q2 2018 Filed on Aug 10, 2018
2,635
$11.83 - $16.2 $31.2K - $42.7K
DDS
Dillard'S, Inc.

Consumer Cyclical
Q2 2018 Filed on Aug 10, 2018
1,000
$68.21 - $97.51 $68.2K - $97.5K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q2 2018 Filed on Aug 10, 2018
372
$48.34 - $60.3 $18K - $22.4K
MASI
Masimo Corp

Healthcare
Q2 2018 Filed on Aug 10, 2018
222
$83.88 - $102.21 $18.6K - $22.7K
KLIC
Kulicke & Soffa Industries Inc

Technology
Q2 2018 Filed on Aug 10, 2018
913
$21.98 - $26.3 $20.1K - $24K
Powershares S&P 500 Low Volatility Portfolio
Q2 2018 Filed on Aug 10, 2018
106
N/A
Powershares Zacks Mid Cap Core Portfolio
Q2 2018 Filed on Aug 10, 2018
385
N/A
Powershares Russell Midcap Pure Growth Portfolio
Q2 2018 Filed on Aug 10, 2018
319
N/A
Estre Ambiental Inc Wt Exp 122122
Q2 2018 Filed on Aug 10, 2018
225
N/A
Powershares Dividend Achievers Portfolio
Q2 2018 Filed on Aug 10, 2018
400
N/A
Halyard Health Inc Com
Q2 2018 Filed on Aug 10, 2018
542
N/A
DORM
Dorman Products, Inc.

Consumer Cyclical
Q2 2018 Filed on Aug 10, 2018
35
$64.04 - $72.23 $2.24K - $2.53K
TR
Tootsie Roll Industries Inc

Consumer Defensive
Q2 2018 Filed on Aug 10, 2018
46
$26.16 - $29.64 $1.2K - $1.36K
Powershares Qqq Trust, Series 1
Q2 2018 Filed on Aug 10, 2018
578
N/A
RES
Rpc Inc

Energy
Q2 2018 Filed on Aug 10, 2018
6,767
$13.65 - $19.56 $92.4K - $132K
Syntel Inc Com
Q2 2018 Filed on Aug 10, 2018
3,000
N/A
ATSG
Air Transport Services Group, Inc.

Industrials
Q2 2018 Filed on Aug 10, 2018
941
$19.83 - $24.24 $18.7K - $22.8K
Estre Ambiental Inc Shs
Q2 2018 Filed on Aug 10, 2018
450
N/A
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
Q2 2018 Filed on Aug 10, 2018
750
N/A
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