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
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
Q3 2019 Filed on Oct 21, 2019
340
$30.93 - $34.38 $10.5K - $11.7K
FWONA
Liberty Media Corp

Communication Services
Q3 2019 Filed on Oct 21, 2019
47
$35.13 - $40.75 $1.65K - $1.92K
EOG
Eog Resources Inc

Energy
Q3 2019 Filed on Oct 21, 2019
675
$71.66 - $93.09 $48.4K - $62.8K
PVH
Pvh Corp.

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
1,201
$69.01 - $95.26 $82.9K - $114K
Aimmune Therapeutics Inc Com
Q3 2019 Filed on Oct 21, 2019
500
N/A
APTV
Aptiv PLC

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
50
$76.07 - $91.15 $3.8K - $4.56K
Ascena Retail Group Inc Com
Q3 2019 Filed on Oct 21, 2019
28
N/A
EGP
Eastgroup Properties Inc

Real Estate
Q3 2019 Filed on Oct 21, 2019
101
$116.1 - $127.11 $11.7K - $12.8K
Delphi Technologies PLC Shs
Q3 2019 Filed on Oct 21, 2019
16
N/A
DK
Delek Us Holdings, Inc.

Energy
Q3 2019 Filed on Oct 21, 2019
165
$30.38 - $43.32 $5.01K - $7.15K
CRH
Crh Public LTD CO

Basic Materials
Q3 2019 Filed on Oct 21, 2019
770
$31.3 - $35.21 $24.1K - $27.1K
CVA
Covanta Holding Corporation

Industrials
Q3 2019 Filed on Oct 21, 2019
319
N/A
CAH
Cardinal Health Inc

Healthcare
Q3 2019 Filed on Oct 21, 2019
13
$41.74 - $48.91 $543 - $636
BEP
Brookfield Renewable Partners L.P.

Utilities
Q3 2019 Filed on Oct 21, 2019
240
$18.6 - $21.65 $4.46K - $5.2K
BHF
Brighthouse Financial, Inc.

Financial Services
Q3 2019 Filed on Oct 21, 2019
54
$33.74 - $40.75 $1.82K - $2.2K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q3 2019 Filed on Oct 21, 2019
350
$93.5 - $95.06 $32.7K - $33.3K
G
Genpact LTD

Technology
Q3 2019 Filed on Oct 21, 2019
4,040
$37.6 - $41.92 $152K - $169K
PJT
Pjt Partners Inc.

Financial Services
Q3 2019 Filed on Oct 21, 2019
37
$36.24 - $44.26 $1.34K - $1.64K
CCI
Crown Castle International Corp

Real Estate
Q3 2019 Filed on Oct 21, 2019
216
$125.48 - $149.07 $27.1K - $32.2K
UCBI
United Community Banks Inc

Financial Services
Q3 2019 Filed on Oct 21, 2019
369
$25.69 - $29.17 $9.48K - $10.8K
KAI
Kadant Inc

Industrials
Q3 2019 Filed on Oct 21, 2019
30
$78.03 - $93.46 $2.34K - $2.8K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q3 2019 Filed on Oct 21, 2019
181
$183.17 - $198.52 $33.2K - $35.9K
CBRE
Cbre Group, Inc.

Real Estate
Q3 2019 Filed on Oct 21, 2019
1,000
$49.26 - $55.73 $49.3K - $55.7K
L3 Technologies Inc Com
Q3 2019 Filed on Oct 21, 2019
432
N/A
Centerstate Bk Corp Com
Q3 2019 Filed on Oct 21, 2019
437
N/A
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
Q3 2019 Filed on Oct 21, 2019
861
$95.66 - $103.13 $82.4K - $88.8K
Y
Alleghany Corp

Financial Services
Q3 2019 Filed on Oct 21, 2019
174
$675.02 - $797.91 $117K - $139K
Hms Hldgs Corp Com
Q3 2019 Filed on Oct 21, 2019
253
N/A
Preferred Apt Cmntys Inc Com
Q3 2019 Filed on Oct 21, 2019
0
N/A
MTZ
Mastec Inc

Industrials
Q3 2019 Filed on Oct 21, 2019
180
$49.31 - $66.36 $8.88K - $11.9K
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q3 2019 Filed on Oct 21, 2019
14
$69.03 - $89.67 $966 - $1.26K
SKYW
Skywest Inc

Industrials
Q3 2019 Filed on Oct 21, 2019
166
$53.72 - $62.68 $8.92K - $10.4K
FE
Firstenergy Corp

Utilities
Q3 2019 Filed on Oct 21, 2019
2,556
$42.74 - $48.83 $109K - $125K
DSL
Double Line Income Solutions Fund

Financial Services
Q3 2019 Filed on Oct 21, 2019
5,000
$19.27 - $20.78 $96.4K - $104K
Spdr Euro Stoxx Small Cap ETF
Q3 2019 Filed on Oct 21, 2019
250
N/A
AZO
Autozone Inc

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
75
$1059.68 - $1180.0 $79.5K - $88.5K
HFRO
Highland Income Fund\Ma

Financial Services
Q3 2019 Filed on Oct 21, 2019
0
$12.75 - $13.92 $0 - $0
URBN
Urban Outfitters Inc

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
260
$19.86 - $28.09 $5.16K - $7.3K
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
1,970
$10.13 - $14.48 $20K - $28.5K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
Q3 2019 Filed on Oct 21, 2019
800
$84.4 - $106.53 $67.5K - $85.2K
Rudolph Technologies Inc Com
Q3 2019 Filed on Oct 21, 2019
412
N/A
QQQ
Invesco Qqq Trust, Series 1

ETFs
Q3 2019 Filed on Oct 21, 2019
228
$180.73 - $195.29 $41.2K - $44.5K
EQIX
Equinix Inc

Real Estate
Q3 2019 Filed on Oct 21, 2019
176
$486.58 - $583.02 $85.6K - $103K
MELI
Mercadolibre Inc

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
37
$537.29 - $690.1 $19.9K - $25.5K
Empire St Rlty Op L P Unit LTD Prtnsp
Q3 2019 Filed on Oct 21, 2019
8,603
N/A
Cypress Semiconductor Corp Com
Q3 2019 Filed on Oct 21, 2019
500
N/A
TRHC
Tabula Rasa Health Care, Inc.

Healthcare
Q3 2019 Filed on Oct 21, 2019
182
$48.86 - $66.12 $8.89K - $12K
PUMP
Pro Petro Holding Corp.

Energy
Q3 2019 Filed on Oct 21, 2019
370
$9.07 - $21.05 $3.36K - $7.79K
NTR
Nutrien Ltd.

Basic Materials
Q3 2019 Filed on Oct 21, 2019
122
$48.03 - $54.81 $5.86K - $6.69K
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