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
VMW
Vmware, Inc.

Technology
Q3 2019 Filed on Oct 21, 2019
378
$130.56 - $181.87 $49.4K - $68.7K
OKE
Oneok Inc

Energy
Q3 2019 Filed on Oct 21, 2019
509
$66.76 - $76.5 $34K - $38.9K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
Q3 2019 Filed on Oct 21, 2019
400
$21.59 - $22.48 $8.64K - $8.99K
TWTR
Twitter, Inc.

Communication Services
Q3 2019 Filed on Oct 21, 2019
2,301
$36.02 - $45.42 $82.9K - $105K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
Q3 2019 Filed on Oct 21, 2019
1,625
$60.39 - $66.03 $98.1K - $107K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
Q3 2019 Filed on Oct 21, 2019
12
$12.99 - $13.86 $156 - $166
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
335
$29.19 - $36.84 $9.78K - $12.3K
Tetraphase Pharmaceuticals Inc Com
Q3 2019 Filed on Oct 21, 2019
2,200
N/A
BBBY
Bed Bath & Beyond Inc

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
860
$7.4 - $11.52 $6.36K - $9.91K
TD
Toronto Dominion Bank

Financial Services
Q3 2019 Filed on Oct 21, 2019
46
$53.67 - $59.41 $2.47K - $2.73K
VTWO
Vanguard Russell 2000 ETF

ETFs
Q3 2019 Filed on Oct 21, 2019
365
$60.8 - $63.55 $22.2K - $23.2K
AVNS
Avanos Medical, Inc.

Healthcare
Q3 2019 Filed on Oct 21, 2019
534
$32.06 - $44.0 $17.1K - $23.5K
FIZZ
National Beverage Corp

Consumer Defensive
Q3 2019 Filed on Oct 21, 2019
35
$19.95 - $23.55 $698 - $824
RCI
Rogers Communications Inc

Communication Services
Q3 2019 Filed on Oct 21, 2019
174
$48.73 - $54.63 $8.48K - $9.51K
KKR
Kkr & Co. Inc.

Financial Services
Q3 2019 Filed on Oct 21, 2019
1,000
$23.98 - $29.6 $24K - $29.6K
GTX
Garrett Motion Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
396
$9.61 - $15.16 $3.81K - $6K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
Q3 2019 Filed on Oct 21, 2019
526
$26.6 - $30.2 $14K - $15.9K
Seadrill LTD Com
Q3 2019 Filed on Oct 21, 2019
1
N/A
BSX
Boston Scientific Corp

Healthcare
Q3 2019 Filed on Oct 21, 2019
500
$40.31 - $43.45 $20.2K - $21.7K
Cabot Microelectronics Corp Com
Q3 2019 Filed on Oct 21, 2019
77
N/A
NTNX
Nutanix, Inc.

Technology
Q3 2019 Filed on Oct 21, 2019
1,689
$18.2 - $27.36 $30.7K - $46.2K
MOGA
Moog Inc Cla
Q3 2019 Filed on Oct 21, 2019
98
N/A
DELL
Dell Technologies Inc.

Technology
Q3 2019 Filed on Oct 21, 2019
375
$22.96 - $29.27 $8.61K - $11K
REZI
Resideo Technologies, Inc.

Industrials
Q3 2019 Filed on Oct 21, 2019
439
$13.09 - $21.97 $5.75K - $9.64K
SITC
Site Centers Corp.

Real Estate
Q3 2019 Filed on Oct 21, 2019
2
$13.01 - $15.15 $26 - $30.3
Axa Equitable Hldgs Inc Com
Q3 2019 Filed on Oct 21, 2019
1,242
N/A
QNST
Quinstreet, Inc

Communication Services
Q3 2019 Filed on Oct 21, 2019
458
$10.38 - $16.95 $4.75K - $7.76K
AJG
Arthur J. Gallagher & Co.

Financial Services
Q3 2019 Filed on Oct 21, 2019
1,439
$86.45 - $92.37 $124K - $133K
CRSP
Crispr Therapeutics Ag

Healthcare
Q3 2019 Filed on Oct 21, 2019
100
$40.99 - $52.56 $4.1K - $5.26K
EVRG
Evergy, Inc.

Utilities
Q3 2019 Filed on Oct 21, 2019
191
$60.16 - $67.31 $11.5K - $12.9K
RUTH
Ruths Hospitality Group, Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
403
$18.92 - $22.81 $7.62K - $9.19K
CCK
Crown Holdings Inc

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
20
$59.38 - $68.58 $1.19K - $1.37K
KBWR
Invesco ETF Tr Ii Kbw Regional

ETFs
Q3 2019 Filed on Oct 21, 2019
100
$49.14 - $51.47 $4.91K - $5.15K
XYL
Xylem Inc.

Industrials
Q3 2019 Filed on Oct 21, 2019
1,775
$73.74 - $84.41 $131K - $150K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
Q3 2019 Filed on Oct 21, 2019
669
$67.4 - $85.11 $45.1K - $56.9K
ASGN
Asgn Inc

Technology
Q3 2019 Filed on Oct 21, 2019
147
$58.3 - $66.61 $8.57K - $9.79K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
Q3 2019 Filed on Oct 21, 2019
319
$56.76 - $60.28 $18.1K - $19.2K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q3 2019 Filed on Oct 21, 2019
106
$54.33 - $57.96 $5.76K - $6.14K
RYAAY
Ryanair Holdings PLC

Industrials
Q3 2019 Filed on Oct 21, 2019
15
$56.67 - $67.66 $850 - $1.01K
Mcdermott Intl Inc Com
Q3 2019 Filed on Oct 21, 2019
3
N/A
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
Q3 2019 Filed on Oct 21, 2019
500
$31.85 - $34.13 $15.9K - $17.1K
Intelsat S A Com
Q3 2019 Filed on Oct 21, 2019
500
N/A
BYD
Boyd Gaming Corp

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
289
$21.78 - $27.94 $6.29K - $8.07K
ROL
Rollins Inc

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
3,300
$21.02 - $25.43 $69.4K - $83.9K
RYT
Invesco S&P 500 Equal Weight T

ETFs
Q3 2019 Filed on Oct 21, 2019
175
$169.42 - $188.04 $29.6K - $32.9K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
Q3 2019 Filed on Oct 21, 2019
993
$125.18 - $143.24 $124K - $142K
UPLD
Upland Software, Inc.

Technology
Q3 2019 Filed on Oct 21, 2019
186
$33.68 - $47.74 $6.26K - $8.88K
FIVN
Five9, Inc.

Technology
Q3 2019 Filed on Oct 21, 2019
179
$47.47 - $64.0 $8.5K - $11.5K
ALB
Albemarle Corp

Basic Materials
Q3 2019 Filed on Oct 21, 2019
963
$59.3 - $75.53 $57.1K - $72.7K
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