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
KMI
Kinder Morgan, Inc.

Energy
Q4 2020 Filed on Jan 19, 2021
24,929
$11.48 - $14.97 $286K - $373K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q4 2020 Filed on Jan 19, 2021
4,476
$61.66 - $67.88 $276K - $304K
China Mobile Limited Sponsored Adr
Q2 2020 Filed on Jul 20, 2020
5,411
N/A
HSBC
Hsbc Holdings PLC

Financial Services
Q2 2020 Filed on Jul 20, 2020
10,929
$22.97 - $26.85 $251K - $293K
Raytheon CO Com New
Q2 2020 Filed on Jul 20, 2020
16,702
N/A
Aon PLC Shs Cl A
Q2 2020 Filed on Jul 20, 2020
2,776
N/A
BIDU
Baidu, Inc.

Communication Services
Q2 2020 Filed on Jul 20, 2020
2,565
$94.76 - $123.73 $243K - $317K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
Q1 2020 Filed on Apr 16, 2020
5,227
$16.14 - $33.49 $84.4K - $175K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q1 2020 Filed on Apr 16, 2020
2,356
$106.57 - $117.86 $251K - $278K
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 16, 2020
507
$1152.24 - $2086.9 $584K - $1.06M
SLB
Schlumberger Limited

Energy
Q1 2020 Filed on Apr 16, 2020
5,785
$12.05 - $40.82 $69.7K - $236K
PSX
Phillips 66

Energy
Q1 2020 Filed on Apr 16, 2020
2,546
$42.09 - $112.2 $107K - $286K
XLE
Energy Sector Spdr

ETFs
Q1 2020 Filed on Apr 16, 2020
5,244
$23.57 - $60.87 $124K - $319K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q1 2020 Filed on Apr 16, 2020
5,696
$35.18 - $83.45 $200K - $475K
ROP
Roper Technologies Inc

Industrials
Q1 2020 Filed on Apr 16, 2020
795
$254.3 - $392.73 $202K - $312K
United Technologies Corp Com
Q1 2020 Filed on Apr 16, 2020
11,959
N/A
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
Q4 2019 Filed on Jan 17, 2020
2,681
$91.41 - $91.6 $245K - $246K
Suntrust Bks Inc Com
Q4 2019 Filed on Jan 17, 2020
5,797
N/A
IAK
Ishares Tr

ETFs
Q3 2019 Filed on Oct 21, 2019
550
$71.0 - $72.25 $39.1K - $39.7K
FWONK
Liberty Media Corp

Communication Services
Q3 2019 Filed on Oct 21, 2019
80
$36.92 - $42.97 $2.95K - $3.44K
LBRDK
Liberty Broadband Corp

Communication Services
Q3 2019 Filed on Oct 21, 2019
59
$97.7 - $109.28 $5.76K - $6.45K
HST
Host Hotels & Resorts, Inc.

Real Estate
Q3 2019 Filed on Oct 21, 2019
110
$15.6 - $18.46 $1.72K - $2.03K
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q3 2019 Filed on Oct 21, 2019
80
$130.07 - $147.8 $10.4K - $11.8K
DNOW
Now Inc.

Energy
Q3 2019 Filed on Oct 21, 2019
1,026
$11.2 - $14.88 $11.5K - $15.3K
VRTV
Veritiv Corp

Industrials
Q3 2019 Filed on Oct 21, 2019
49
$14.22 - $19.55 $697 - $958
AEM
Agnico Eagle Mines LTD

Basic Materials
Q3 2019 Filed on Oct 21, 2019
200
$50.22 - $64.15 $10K - $12.8K
LNT
Alliant Energy Corp

Utilities
Q3 2019 Filed on Oct 21, 2019
965
$48.99 - $54.26 $47.3K - $52.4K
Zafgen Inc Com
Q3 2019 Filed on Oct 21, 2019
250
N/A
Coresite Rlty Corp Com
Q3 2019 Filed on Oct 21, 2019
96
N/A
EQC
Equity Commonwealth

Real Estate
Q3 2019 Filed on Oct 21, 2019
18
$32.46 - $34.63 $584 - $623
LBRDA
Liberty Broadband Corp

Communication Services
Q3 2019 Filed on Oct 21, 2019
31
$96.26 - $108.63 $2.98K - $3.37K
WWD
Woodward, Inc.

Industrials
Q3 2019 Filed on Oct 21, 2019
250
$103.13 - $119.13 $25.8K - $29.8K
UNIT
Uniti Group Inc.

Real Estate
Q3 2019 Filed on Oct 21, 2019
10
$7.22 - $9.51 $72.2 - $95.1
SYF
Synchrony Financial

Financial Services
Q3 2019 Filed on Oct 21, 2019
100
$31.39 - $36.6 $3.14K - $3.66K
CDK
Cdk Global, Inc.

Technology
Q3 2019 Filed on Oct 21, 2019
1,101
$42.31 - $53.72 $46.6K - $59.1K
LE
Lands' End, Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
30
$7.24 - $14.16 $217 - $425
WY
Weyerhaeuser CO

Real Estate
Q3 2019 Filed on Oct 21, 2019
2,938
$24.36 - $27.99 $71.6K - $82.2K
W
Wayfair Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
300
$107.34 - $152.0 $32.2K - $45.6K
IPGP
Ipg Photonics Corp

Technology
Q3 2019 Filed on Oct 21, 2019
19
$116.45 - $156.66 $2.21K - $2.98K
Aqua America Inc Com
Q3 2019 Filed on Oct 21, 2019
1,484
N/A
BWA
Borgwarner Inc

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
27
$30.88 - $42.48 $834 - $1.15K
IRM
Iron Mountain Inc

Real Estate
Q3 2019 Filed on Oct 21, 2019
1,820
$29.41 - $34.14 $53.5K - $62.1K
DE
Deere & CO

Industrials
Q3 2019 Filed on Oct 21, 2019
227
$143.17 - $170.39 $32.5K - $38.7K
LUV
Southwest Airlines CO

Industrials
Q3 2019 Filed on Oct 21, 2019
1,696
$48.21 - $56.23 $81.8K - $95.4K
DVN
Devon Energy Corp

Energy
Q3 2019 Filed on Oct 21, 2019
263
$21.34 - $28.9 $5.61K - $7.6K
HTA
Healthcare Trust Of America, Inc.

Real Estate
Q3 2019 Filed on Oct 21, 2019
901
$26.69 - $29.57 $24K - $26.6K
IDU
Ishares Tr U S Utils ETF

ETFs
Q3 2019 Filed on Oct 21, 2019
250
$74.74 - $81.66 $18.7K - $20.4K
XLU
Utilities Sector Spdr

ETFs
Q3 2019 Filed on Oct 21, 2019
1,300
$62.5 - $64.93 $81.3K - $84.4K
ENR
Energizer Holdings, Inc.

Industrials
Q3 2019 Filed on Oct 21, 2019
610
$33.49 - $46.0 $20.4K - $28.1K
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