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
Perspecta Inc Com
Q3 2019 Filed on Oct 21, 2019
417
N/A
JEF
Jefferies Financial Group Inc.

Financial Services
Q3 2019 Filed on Oct 21, 2019
2,700
$16.89 - $20.22 $45.6K - $54.6K
NVT
N Vent Electric PLC

Industrials
Q3 2019 Filed on Oct 21, 2019
414
$19.61 - $25.45 $8.12K - $10.5K
Gci Liberty Inc Com Class A
Q3 2019 Filed on Oct 21, 2019
102
N/A
KOIN
Capital Link Global Fintech Le
Q3 2019 Filed on Oct 21, 2019
100
N/A
LEGR
First Tr ETF Indxx Innovation

ETFs
Q3 2019 Filed on Oct 21, 2019
75
$29.2 - $30.4 $2.19K - $2.28K
Reality Shares Nasdaq Nexgen Economy ETF
Q3 2019 Filed on Oct 21, 2019
100
N/A
BLOK
Amplify ETF Tr Trnsformational

ETFs
Q3 2019 Filed on Oct 21, 2019
125
$17.86 - $18.99 $2.23K - $2.37K
FBMS
First Bancshares Inc

Financial Services
Q3 2019 Filed on Oct 21, 2019
2,971
$29.85 - $33.95 $88.7K - $101K
EDI
Stone Harbor Emerging Markets Total Income Fund

Financial Services
Q3 2019 Filed on Oct 21, 2019
1,500
$11.37 - $13.09 $17.1K - $19.6K
AOS
Smith A O Corp

Industrials
Q3 2019 Filed on Oct 21, 2019
412
$43.41 - $51.71 $17.9K - $21.3K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q3 2019 Filed on Oct 21, 2019
290
$31.56 - $32.18 $9.15K - $9.33K
Realpage Inc Com
Q3 2019 Filed on Oct 21, 2019
163
N/A
MMSI
Merit Medical Systems Inc

Healthcare
Q3 2019 Filed on Oct 21, 2019
151
$27.08 - $58.7 $4.09K - $8.86K
MNKD
Mannkind Corp

Healthcare
Q3 2019 Filed on Oct 21, 2019
2,000
$1.04 - $1.44 $2.08K - $2.88K
L
Loews Corp

Financial Services
Q3 2019 Filed on Oct 21, 2019
900
$47.24 - $56.16 $42.5K - $50.5K
K
Kellogg CO

Consumer Defensive
Q3 2019 Filed on Oct 21, 2019
1,263
$53.31 - $64.43 $67.3K - $81.4K
SSNC
Ss&C Technologies Holdings Inc

Technology
Q3 2019 Filed on Oct 21, 2019
2,396
$43.42 - $60.49 $104K - $145K
STWD
Starwood Property Trust, Inc.

Real Estate
Q3 2019 Filed on Oct 21, 2019
950
$22.65 - $24.86 $21.5K - $23.6K
TPR
Tapestry, Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
295
$19.45 - $31.3 $5.74K - $9.23K
HSC
Harsco Corp

Industrials
Q3 2019 Filed on Oct 21, 2019
350
$16.56 - $27.39 $5.8K - $9.59K
CHEF
Chefs' Warehouse, Inc.

Consumer Defensive
Q3 2019 Filed on Oct 21, 2019
212
$33.95 - $41.2 $7.2K - $8.73K
EVF
Eaton Vance Senior Income Trust

Financial Services
Q3 2019 Filed on Oct 21, 2019
3,700
$6.03 - $6.32 $22.3K - $23.4K
H
Hyatt Hotels Corp

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
1,717
$71.41 - $80.68 $123K - $139K
EBS
Emergent Bio Solutions Inc.

Healthcare
Q3 2019 Filed on Oct 21, 2019
132
$40.6 - $57.2 $5.36K - $7.55K
ODFL
Old Dominion Freight Line, Inc.

Industrials
Q3 2019 Filed on Oct 21, 2019
918
$95.05 - $116.41 $87.3K - $107K
VFH
Vanguard Financial ETF

ETFs
Q3 2019 Filed on Oct 21, 2019
375
$69.67 - $71.37 $26.1K - $26.8K
TELL
Tellurian Inc.

Energy
Q3 2019 Filed on Oct 21, 2019
1,000
$5.23 - $9.19 $5.23K - $9.19K
INFY
Infosys LTD

Technology
Q3 2019 Filed on Oct 21, 2019
1,318
$10.42 - $12.07 $13.7K - $15.9K
VOX
Vanguard Communication Service

ETFs
Q3 2019 Filed on Oct 21, 2019
500
$86.33 - $90.19 $43.2K - $45.1K
APD
Air Products & Chemicals, Inc.

Basic Materials
Q3 2019 Filed on Oct 21, 2019
204
$213.78 - $231.81 $43.6K - $47.3K
KBH
Kb Home

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
600
$25.27 - $34.0 $15.2K - $20.4K
Arconic Inc Com
Q3 2019 Filed on Oct 21, 2019
92
N/A
National Oilwell Varco Inc Com
Q3 2019 Filed on Oct 21, 2019
1,294
N/A
Cnooc LTD Sponsored Adr
Q3 2019 Filed on Oct 21, 2019
55
N/A
Cbs Corp New Cl B
Q3 2019 Filed on Oct 21, 2019
201
N/A
OEF
Ishares S&P 100 ETF

ETFs
Q3 2019 Filed on Oct 21, 2019
500
$125.75 - $134.09 $62.9K - $67K
VOOV
Vanguard S&P 500 Value ETF

ETFs
Q3 2019 Filed on Oct 21, 2019
175
$114.39 - $116.66 $20K - $20.4K
IWS
Ishares Russell Midcap Value E

ETFs
Q3 2019 Filed on Oct 21, 2019
80
$84.39 - $91.13 $6.75K - $7.29K
GLW
Corning Inc

Technology
Q3 2019 Filed on Oct 21, 2019
1,200
$27.07 - $34.12 $32.5K - $40.9K
Anadarko Pete Corp Com
Q3 2019 Filed on Oct 21, 2019
2,290
N/A
IXJ
Ishares Global Healthcare ETF

ETFs
Q3 2019 Filed on Oct 21, 2019
66
$59.43 - $62.78 $3.92K - $4.14K
First Data Corp New Com Cl A
Q3 2019 Filed on Oct 21, 2019
500
N/A
HAS
Hasbro, Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
101
$104.13 - $126.07 $10.5K - $12.7K
Symantec Corp Com
Q3 2019 Filed on Oct 21, 2019
200
N/A
TEL
Te Connectivity Ltd.

Technology
Q3 2019 Filed on Oct 21, 2019
1,236
$87.29 - $97.35 $108K - $120K
ARW
Arrow Electronics Inc

Technology
Q3 2019 Filed on Oct 21, 2019
200
$66.04 - $77.36 $13.2K - $15.5K
FITB
Fifth Third Bancorp

Financial Services
Q3 2019 Filed on Oct 21, 2019
2,720
$25.08 - $30.04 $68.2K - $81.7K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
Q3 2019 Filed on Oct 21, 2019
100
$19.57 - $23.77 $1.96K - $2.38K
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