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
WU
Western Union CO

Financial Services
Q3 2019 Filed on Oct 21, 2019
184
$19.98 - $23.76 $3.68K - $4.37K
IAT
Ishares Tr

ETFs
Q3 2019 Filed on Oct 21, 2019
550
$45.83 - $47.64 $25.2K - $26.2K
HBAN
Huntington Bancshares Inc

Financial Services
Q3 2019 Filed on Oct 21, 2019
1,500
$12.42 - $14.75 $18.6K - $22.1K
DXC
Dxc Technology CO

Technology
Q3 2019 Filed on Oct 21, 2019
837
$29.5 - $56.97 $24.7K - $47.7K
MRO
Marathon Oil Corp

Energy
Q3 2019 Filed on Oct 21, 2019
1,582
$11.53 - $14.25 $18.2K - $22.5K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q3 2019 Filed on Oct 21, 2019
400
$59.51 - $62.08 $23.8K - $24.8K
SNA
Snap On Inc

Industrials
Q3 2019 Filed on Oct 21, 2019
9
$144.02 - $165.35 $1.3K - $1.49K
DVA
Davita Inc.

Healthcare
Q3 2019 Filed on Oct 21, 2019
33
$52.55 - $63.28 $1.73K - $2.09K
HELE
Helen Of Troy LTD

Consumer Defensive
Q3 2019 Filed on Oct 21, 2019
17
$131.67 - $157.76 $2.24K - $2.68K
LGFB
Lions Gate Entmt Corp Cl B Non
Q3 2019 Filed on Oct 21, 2019
535
N/A
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q3 2019 Filed on Oct 21, 2019
150
$84.4 - $85.1 $12.7K - $12.8K
EDF
Stone Harbor Emerging Markets Income Fund

Financial Services
Q3 2019 Filed on Oct 21, 2019
2,667
$12.8 - $14.43 $34.1K - $38.5K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
1,042
$41.82 - $47.91 $43.6K - $49.9K
ADNT
Adient PLC

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
59
$18.91 - $25.9 $1.12K - $1.53K
EMR
Emerson Electric CO

Industrials
Q3 2019 Filed on Oct 21, 2019
446
$56.41 - $67.29 $25.2K - $30K
EXAS
Exact Sciences Corp

Healthcare
Q3 2019 Filed on Oct 21, 2019
700
$90.37 - $122.49 $63.3K - $85.7K
Nuance Communications Inc Com
Q3 2019 Filed on Oct 21, 2019
1,401
N/A
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
148
$723.08 - $843.64 $107K - $125K
FIX
Comfort Systems Usa Inc

Industrials
Q3 2019 Filed on Oct 21, 2019
208
$36.57 - $53.15 $7.61K - $11.1K
UAA
Under Armour, Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
40
$17.82 - $27.51 $713 - $1.1K
ITW
Illinois Tool Works Inc

Industrials
Q3 2019 Filed on Oct 21, 2019
600
$145.0 - $159.85 $87K - $95.9K
GDV
Gabelli Dividend & Income Trust

Financial Services
Q3 2019 Filed on Oct 21, 2019
100
$20.29 - $22.17 $2.03K - $2.22K
AA
Alcoa Corp

Basic Materials
Q3 2019 Filed on Oct 21, 2019
30
$16.73 - $23.56 $502 - $707
American Natl Ins CO Com
Q3 2019 Filed on Oct 21, 2019
250
N/A
Unilever N V N Y Shs New
Q3 2019 Filed on Oct 21, 2019
1,446
N/A
GRFS
Grifols Sa

Healthcare
Q3 2019 Filed on Oct 21, 2019
7,470
$19.85 - $22.76 $148K - $170K
TWLO
Twilio Inc

Communication Services
Q3 2019 Filed on Oct 21, 2019
3
$106.56 - $149.95 $320 - $450
Apollo Global Mgmt LLC Cl A Shs
Q3 2019 Filed on Oct 21, 2019
1,400
N/A
HDV
Ishares Core High Dividend ETF

ETFs
Q3 2019 Filed on Oct 21, 2019
745
$90.65 - $95.92 $67.5K - $71.5K
BP
Bp PLC

Energy
Q3 2019 Filed on Oct 21, 2019
5,151
$36.05 - $42.08 $186K - $217K
CNDT
Conduent Inc

Technology
Q3 2019 Filed on Oct 21, 2019
240
$5.99 - $9.86 $1.44K - $2.37K
American Intl Group Inc Wt Exp 011921
Q3 2019 Filed on Oct 21, 2019
95
N/A
YPF
Ypf Sociedad Anonima

Energy
Q3 2019 Filed on Oct 21, 2019
589
$8.13 - $18.5 $4.79K - $10.9K
MAT
Mattel Inc

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
942
$9.2 - $14.6 $8.67K - $13.8K
SBNY
Signature Bank Corp

Financial Services
Q3 2019 Filed on Oct 21, 2019
11
$112.76 - $128.35 $1.24K - $1.41K
Biotelemetry Inc Com
Q3 2019 Filed on Oct 21, 2019
182
N/A
Xerox Corp Com New
Q3 2019 Filed on Oct 21, 2019
300
N/A
Lsc Communications Inc Com
Q3 2019 Filed on Oct 21, 2019
25
N/A
SSL
Sasol LTD

Basic Materials
Q3 2019 Filed on Oct 21, 2019
4,270
$17.01 - $24.58 $72.6K - $105K
HAL
Halliburton CO

Energy
Q3 2019 Filed on Oct 21, 2019
922
$17.31 - $23.85 $16K - $22K
HMC
Honda Motor CO LTD

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
50
$22.9 - $27.1 $1.15K - $1.36K
NEM
Newmont Corp

Basic Materials
Q3 2019 Filed on Oct 21, 2019
50
$36.52 - $41.02 $1.83K - $2.05K
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
Q3 2019 Filed on Oct 21, 2019
1,500
$16.27 - $17.58 $24.4K - $26.4K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q3 2019 Filed on Oct 21, 2019
202
$73.61 - $80.67 $14.9K - $16.3K
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q3 2019 Filed on Oct 21, 2019
2,161
$30.69 - $30.85 $66.3K - $66.7K
PHG
Koninklijke Philips Nv

Healthcare
Q3 2019 Filed on Oct 21, 2019
3,885
$43.51 - $48.68 $169K - $189K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
66
$91.08 - $100.7 $6.01K - $6.65K
NCR
Ncr Corp

Technology
Q3 2019 Filed on Oct 21, 2019
140
$29.74 - $33.98 $4.16K - $4.76K
DRD
Drdgold LTD

Basic Materials
Q3 2019 Filed on Oct 21, 2019
3
$2.88 - $5.01 $8.64 - $15
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