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
VOD
Vodafone Group Public LTD CO

Communication Services
Q3 2019 Filed on Oct 21, 2019
669
$15.68 - $20.05 $10.5K - $13.4K
Cimarex Energy CO Com
Q3 2019 Filed on Oct 21, 2019
100
N/A
BMA
Macro Bank Inc.

Financial Services
Q3 2019 Filed on Oct 21, 2019
96
$21.9 - $76.48 $2.1K - $7.34K
IEFA
Ishares Tr

ETFs
Q3 2019 Filed on Oct 21, 2019
190
$57.44 - $62.42 $10.9K - $11.9K
NYCB
New York Community Bancorp Inc

Financial Services
Q3 2019 Filed on Oct 21, 2019
2,149
$10.1 - $13.15 $21.7K - $28.3K
TS
Tenaris Sa

Energy
Q3 2019 Filed on Oct 21, 2019
288
$20.65 - $27.53 $5.95K - $7.93K
TKR
Timken CO

Industrials
Q3 2019 Filed on Oct 21, 2019
181
$38.07 - $51.2 $6.89K - $9.27K
EFX
Equifax Inc

Industrials
Q3 2019 Filed on Oct 21, 2019
200
$134.68 - $146.78 $26.9K - $29.4K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
728
$10.92 - $15.6 $7.95K - $11.4K
MOS
Mosaic CO

Basic Materials
Q3 2019 Filed on Oct 21, 2019
44
$17.66 - $25.27 $777 - $1.11K
NVO
Novo Nordisk A S

Healthcare
Q3 2019 Filed on Oct 21, 2019
378
$47.54 - $53.43 $18K - $20.2K
GWW
W.W. Grainger, Inc.

Industrials
Q3 2019 Filed on Oct 21, 2019
362
$258.54 - $304.07 $93.6K - $110K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q3 2019 Filed on Oct 21, 2019
100
$36.76 - $41.96 $3.68K - $4.2K
WDC
Western Digital Corp

Technology
Q3 2019 Filed on Oct 21, 2019
854
$47.94 - $64.7 $40.9K - $55.3K
SHV
Ishares Tr

ETFs
Q3 2019 Filed on Oct 21, 2019
32
$110.45 - $110.67 $3.53K - $3.54K
UIS
Unisys Corp

Technology
Q3 2019 Filed on Oct 21, 2019
2
$6.45 - $12.5 $12.9 - $25
Phillips 66 Partners LP Com Unit Rep Int
Q3 2019 Filed on Oct 21, 2019
150
N/A
Xilinx Inc Com
Q3 2019 Filed on Oct 21, 2019
174
N/A
XLB
Select Sector Spdr Fd Material

ETFs
Q3 2019 Filed on Oct 21, 2019
115
$56.94 - $59.14 $6.55K - $6.8K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q3 2019 Filed on Oct 21, 2019
130
$56.54 - $58.42 $7.35K - $7.59K
LMT
Lockheed Martin Corp

Industrials
Q3 2019 Filed on Oct 21, 2019
640
$356.21 - $397.04 $228K - $254K
EPC
Edgewell Personal Care CO

Consumer Defensive
Q3 2019 Filed on Oct 21, 2019
638
$27.28 - $34.56 $17.4K - $22K
JNPR
Juniper Networks Inc

Technology
Q3 2019 Filed on Oct 21, 2019
650
$22.64 - $27.36 $14.7K - $17.8K
DLB
Dolby Laboratories, Inc.

Industrials
Q3 2019 Filed on Oct 21, 2019
588
$57.38 - $68.1 $33.7K - $40K
RDN
Radian Group Inc

Financial Services
Q3 2019 Filed on Oct 21, 2019
45
$21.77 - $24.09 $980 - $1.08K
BFH
Bread Financial Holdings, Inc.

Financial Services
Q3 2019 Filed on Oct 21, 2019
200
$97.41 - $126.79 $19.5K - $25.4K
RIG
Transocean Ltd.

Energy
Q3 2019 Filed on Oct 21, 2019
53
$3.86 - $6.51 $205 - $345
Clearbridge Energy Midstrm Opp Com
Q3 2019 Filed on Oct 21, 2019
4,872
N/A
TJX
Tjx Companies Inc

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
1,962
$50.2 - $56.92 $98.5K - $112K
HEFA
Ishares Currency Hedged Msci E

ETFs
Q3 2019 Filed on Oct 21, 2019
400
$27.78 - $30.19 $11.1K - $12.1K
TNET
Trinet Group, Inc.

Industrials
Q3 2019 Filed on Oct 21, 2019
136
$61.78 - $76.78 $8.4K - $10.4K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q3 2019 Filed on Oct 21, 2019
225
$122.95 - $129.1 $27.7K - $29K
NLY
Annaly Capital Management Inc

Real Estate
Q3 2019 Filed on Oct 21, 2019
1,000
$8.19 - $9.67 $8.19K - $9.67K
TGT
Target Corp

Consumer Defensive
Q3 2019 Filed on Oct 21, 2019
200
$80.79 - $109.85 $16.2K - $22K
Viacom Inc New Cl B
Q3 2019 Filed on Oct 21, 2019
102
N/A
VCR
Vanguard Consumer Discretionar

ETFs
Q3 2019 Filed on Oct 21, 2019
415
$178.43 - $185.33 $74K - $76.9K
TDC
Teradata Corp

Technology
Q3 2019 Filed on Oct 21, 2019
171
$29.81 - $37.32 $5.1K - $6.38K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
Q3 2019 Filed on Oct 21, 2019
4,816
$34.72 - $36.3 $167K - $175K
KMX
Carmax Inc

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
1,970
$79.53 - $91.34 $157K - $180K
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
252
$126.5 - $139.42 $31.9K - $35.1K
Fireeye Inc Com
Q3 2019 Filed on Oct 21, 2019
1,384
N/A
XLY
Select Sector Spdr Consumer Di

ETFs
Q3 2019 Filed on Oct 21, 2019
910
$119.52 - $123.67 $109K - $113K
MSI
Motorola Solutions, Inc.

Technology
Q3 2019 Filed on Oct 21, 2019
830
$164.43 - $181.16 $136K - $150K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q3 2019 Filed on Oct 21, 2019
40
$86.64 - $92.93 $3.47K - $3.72K
HSIC
Henry Schein Inc

Healthcare
Q3 2019 Filed on Oct 21, 2019
22
$59.46 - $71.35 $1.31K - $1.57K
IBB
Ishares Biotechnology ETF

ETFs
Q3 2019 Filed on Oct 21, 2019
581
$99.3 - $105.55 $57.7K - $61.3K
IYK
Ishares U.S. Consumer Staples

ETFs
Q3 2019 Filed on Oct 21, 2019
300
$119.38 - $126.9 $35.8K - $38.1K
IYW
Ishares Dj Us Tech ETF

ETFs
Q3 2019 Filed on Oct 21, 2019
22
$48.42 - $52.88 $1.07K - $1.16K
IYG
Ishares Tr

ETFs
Q3 2019 Filed on Oct 21, 2019
250
$45.33 - $46.53 $11.3K - $11.6K
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