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
XLF
Financial Sector Spdr

ETFs
Q3 2019 Filed on Oct 21, 2019
75
$27.86 - $28.52 $2.09K - $2.14K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
Q3 2019 Filed on Oct 21, 2019
5
$8.95 - $10.08 $44.8 - $50.4
PNW
Pinnacle West Capital Corp

Utilities
Q3 2019 Filed on Oct 21, 2019
266
$91.06 - $97.87 $24.2K - $26K
Clearbridge Mlp And Midstrm Fd Com
Q3 2019 Filed on Oct 21, 2019
7,687
N/A
Oasis Pete Inc New Com
Q3 2019 Filed on Oct 21, 2019
100
N/A
VB
Vanguard Small Cap ETF

ETFs
Q3 2019 Filed on Oct 21, 2019
575
$153.32 - $158.01 $88.2K - $90.9K
INTU
Intuit Inc

Technology
Q3 2019 Filed on Oct 21, 2019
514
$263.19 - $292.31 $135K - $150K
EMN
Eastman Chemical CO

Basic Materials
Q3 2019 Filed on Oct 21, 2019
293
$61.55 - $81.74 $18K - $23.9K
PRI
Primerica, Inc.

Financial Services
Q3 2019 Filed on Oct 21, 2019
86
$109.6 - $129.12 $9.43K - $11.1K
Discovery Inc Com Ser A
Q3 2019 Filed on Oct 21, 2019
1,249
N/A
CNQ
Canadian Natural Resources LTD

Energy
Q3 2019 Filed on Oct 21, 2019
500
$22.64 - $28.66 $11.3K - $14.3K
CVS
Cvs Health Corp

Healthcare
Q3 2019 Filed on Oct 21, 2019
2,522
$54.09 - $64.3 $136K - $162K
ACCO
Acco Brands Corp

Industrials
Q3 2019 Filed on Oct 21, 2019
47
$7.57 - $10.07 $356 - $473
DTE
Dte Energy CO

Utilities
Q3 2019 Filed on Oct 21, 2019
600
$107.37 - $113.87 $64.4K - $68.3K
TXT
Textron Inc

Industrials
Q3 2019 Filed on Oct 21, 2019
2,088
$42.77 - $54.03 $89.3K - $113K
EXC
Exelon Corp

Utilities
Q3 2019 Filed on Oct 21, 2019
409
$31.67 - $35.34 $13K - $14.5K
Bhp Group PLC Sponsored Adr
Q3 2019 Filed on Oct 21, 2019
60
N/A
JKHY
Henry Jack & Associates Inc

Technology
Q3 2019 Filed on Oct 21, 2019
975
$133.8 - $148.51 $130K - $145K
OGE
Oge Energy Corp.

Utilities
Q3 2019 Filed on Oct 21, 2019
1,402
$41.96 - $45.43 $58.8K - $63.7K
TTE
Total Energies Se

Energy
Q3 2019 Filed on Oct 21, 2019
498
$48.01 - $56.58 $23.9K - $28.2K
SO
Southern CO

Utilities
Q3 2019 Filed on Oct 21, 2019
500
$54.84 - $61.98 $27.4K - $31K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
Q3 2019 Filed on Oct 21, 2019
994
$32.52 - $39.94 $32.3K - $39.7K
AZN
Astrazeneca PLC

Healthcare
Q3 2019 Filed on Oct 21, 2019
3,415
$40.12 - $45.47 $137K - $155K
Weatherford Intl PLC Ord Shs
Q3 2019 Filed on Oct 21, 2019
40,000
N/A
VRSK
Verisk Analytics, Inc.

Industrials
Q3 2019 Filed on Oct 21, 2019
159
$147.63 - $164.58 $23.5K - $26.2K
SU
Suncor Energy Inc

Energy
Q3 2019 Filed on Oct 21, 2019
1,892
$27.61 - $32.46 $52.2K - $61.4K
WTFC
Wintrust Financial Corp

Financial Services
Q3 2019 Filed on Oct 21, 2019
140
$60.27 - $73.38 $8.44K - $10.3K
BAX
Baxter International Inc

Healthcare
Q3 2019 Filed on Oct 21, 2019
275
$81.4 - $89.78 $22.4K - $24.7K
AMX
America Movil Sab De Cv

Communication Services
Q3 2019 Filed on Oct 21, 2019
2,643
$13.06 - $15.39 $34.5K - $40.7K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
Q3 2019 Filed on Oct 21, 2019
200
$38.02 - $51.38 $7.6K - $10.3K
UAL
United Airlines Holdings, Inc.

Industrials
Q3 2019 Filed on Oct 21, 2019
25
$81.62 - $95.28 $2.04K - $2.38K
F
Ford Motor CO

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
1,275
$8.76 - $10.51 $11.2K - $13.4K
BR
Broadridge Financial Solutions, Inc.

Technology
Q3 2019 Filed on Oct 21, 2019
800
$121.08 - $134.87 $96.9K - $108K
KEY
Keycorp

Financial Services
Q3 2019 Filed on Oct 21, 2019
780
$15.81 - $18.54 $12.3K - $14.5K
RF
Regions Financial Corp

Financial Services
Q3 2019 Filed on Oct 21, 2019
200
$13.57 - $16.44 $2.71K - $3.29K
WPP
Wpp PLC

Communication Services
Q3 2019 Filed on Oct 21, 2019
460
$55.22 - $64.47 $25.4K - $29.7K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q3 2019 Filed on Oct 21, 2019
91
N/A
NEU
Newmarket Corp

Basic Materials
Q3 2019 Filed on Oct 21, 2019
242
$399.37 - $483.94 $96.6K - $117K
VDC
Vanguard Consumer Staples ETF

ETFs
Q3 2019 Filed on Oct 21, 2019
180
$155.08 - $157.18 $27.9K - $28.3K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q3 2019 Filed on Oct 21, 2019
1,894
$53.15 - $54.55 $101K - $103K
SWX
Southwest Gas Holdings, Inc.

Utilities
Q3 2019 Filed on Oct 21, 2019
1,122
$86.81 - $92.14 $97.4K - $103K
XLP
Consumer Staples Sector Spdr

ETFs
Q3 2019 Filed on Oct 21, 2019
300
N/A
WHR
Whirlpool Corp

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
52
$129.17 - $158.36 $6.72K - $8.23K
CNP
Centerpoint Energy Inc

Utilities
Q3 2019 Filed on Oct 21, 2019
330
$27.28 - $30.61 $9K - $10.1K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q3 2019 Filed on Oct 21, 2019
346
$35.32 - $36.13 $12.2K - $12.5K
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q3 2019 Filed on Oct 21, 2019
1,581
$90.09 - $114.3 $142K - $181K
Logmein Inc Com
Q3 2019 Filed on Oct 21, 2019
109
N/A
CAG
Conagra Brands Inc.

Consumer Defensive
Q3 2019 Filed on Oct 21, 2019
2,990
$26.67 - $31.0 $79.7K - $92.7K
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
Q3 2019 Filed on Oct 21, 2019
25
$10.62 - $14.01 $266 - $350
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