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
GILD
Gilead Sciences, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
912
$60.54 - $79.0 $55.2K - $72K
Barclays Bank PLC Adr Pfd Sr 5
Q4 2018 Filed on Feb 14, 2019
17,800
N/A
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
Q4 2018 Filed on Feb 14, 2019
40
$44.09 - $45.9 $1.76K - $1.84K
AX
Axos Financial, Inc.

Financial Services
Q4 2018 Filed on Feb 14, 2019
500
$24.43 - $36.09 $12.2K - $18K
Dell Technologies Inc Com Cl V
Q4 2018 Filed on Feb 14, 2019
208
N/A
Ca Inc Com
Q4 2018 Filed on Feb 14, 2019
1,215
N/A
DOX
Amdocs LTD

Technology
Q4 2018 Filed on Feb 14, 2019
1,249
$56.76 - $66.79 $70.9K - $83.4K
X
United States Steel Corp

Basic Materials
Q4 2018 Filed on Feb 14, 2019
200
$17.27 - $30.25 $3.45K - $6.05K
SHLDQ
Sears Holdings

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
100
N/A
Praxair Inc Com
Q4 2018 Filed on Feb 14, 2019
2,368
N/A
AMRN
Amarin Corp Plcuk

Healthcare
Q4 2018 Filed on Feb 14, 2019
1,500
$12.41 - $22.98 $18.6K - $34.5K
Express Scripts Hldg CO Com
Q4 2018 Filed on Feb 14, 2019
523
N/A
ROBO
Robo Global Robotics And Autom

ETFs
Q4 2018 Filed on Feb 14, 2019
200
N/A
Ddr Corp Com
Q4 2018 Filed on Feb 14, 2019
2
N/A
Innerworkings Inc Com
Q3 2018 Filed on Nov 14, 2018
146
N/A
BIO
Bio Rad Laboratories, Inc.

Healthcare
Q3 2018 Filed on Nov 14, 2018
25
$289.28 - $326.15 $7.23K - $8.15K
Control4 Corp Com
Q3 2018 Filed on Nov 14, 2018
79
N/A
BIB
Proshares Trust Proshares Ul

ETFs
Q3 2018 Filed on Nov 14, 2018
30
N/A
LXRX
Lexicon Pharmaceuticals, Inc.

Healthcare
Q3 2018 Filed on Nov 14, 2018
188
$10.32 - $13.06 $1.94K - $2.46K
EPP
Ishares Inc

ETFs
Q3 2018 Filed on Nov 14, 2018
35
$43.93 - $46.92 $1.54K - $1.64K
SHOP
Shopify Inc.

Technology
Q3 2018 Filed on Nov 14, 2018
2,570
$13.34 - $17.38 $34.3K - $44.7K
PTC
Ptc Inc.

Technology
Q3 2018 Filed on Nov 14, 2018
94
$91.37 - $106.19 $8.59K - $9.98K
Investors Bancorp Inc New Com
Q3 2018 Filed on Nov 14, 2018
480
N/A
CRI
Carters Inc

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
1,193
$92.5 - $117.47 $110K - $140K
Us Ecology Inc Com
Q3 2018 Filed on Nov 14, 2018
3,000
N/A
ANET
Arista Networks, Inc.

Technology
Q3 2018 Filed on Nov 14, 2018
19
$63.93 - $77.14 $1.21K - $1.47K
HQY
Healthequity, Inc.

Healthcare
Q3 2018 Filed on Nov 14, 2018
43
$74.12 - $97.32 $3.19K - $4.18K
Seadrill Limited Shs
Q3 2018 Filed on Nov 14, 2018
400
N/A
Iberiabank Corp Com
Q3 2018 Filed on Nov 14, 2018
27
N/A
CDXS
Codexis, Inc.

Healthcare
Q3 2018 Filed on Nov 14, 2018
148
$13.35 - $19.1 $1.98K - $2.83K
SJM
J M Smucker CO

Consumer Defensive
Q3 2018 Filed on Nov 14, 2018
50
$102.37 - $116.24 $5.12K - $5.81K
WERN
Werner Enterprises Inc

Industrials
Q3 2018 Filed on Nov 14, 2018
58
$35.15 - $40.65 $2.04K - $2.36K
AGCO
Agco Corp

Industrials
Q3 2018 Filed on Nov 14, 2018
108
$57.5 - $63.96 $6.21K - $6.91K
WNC
Wabash National Corp

Industrials
Q3 2018 Filed on Nov 14, 2018
1,066
$17.86 - $20.21 $19K - $21.5K
NMIH
Nmi Holdings, Inc.

Financial Services
Q3 2018 Filed on Nov 14, 2018
98
$16.4 - $23.8 $1.61K - $2.33K
Cantel Medical Corp Com
Q3 2018 Filed on Nov 14, 2018
35
N/A
FTV
Fortive Corp

Technology
Q3 2018 Filed on Nov 14, 2018
26
$63.75 - $73.12 $1.66K - $1.9K
LCII
Lci Industries

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
1,208
$82.8 - $100.5 $100K - $121K
SIGI
Selective Insurance Group Inc

Financial Services
Q3 2018 Filed on Nov 14, 2018
56
$55.85 - $65.6 $3.13K - $3.67K
TPIC
Tpi Composites, Inc

Industrials
Q3 2018 Filed on Nov 14, 2018
94
$26.14 - $32.01 $2.46K - $3.01K
FSLR
First Solar, Inc.

Technology
Q3 2018 Filed on Nov 14, 2018
300
$47.75 - $55.22 $14.3K - $16.6K
QAI
Iq Hedge Multi Strategy Compos

ETFs
Q3 2018 Filed on Nov 14, 2018
80
N/A
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
42
$30.85 - $35.65 $1.3K - $1.5K
NOVT
Novanta Inc

Technology
Q3 2018 Filed on Nov 14, 2018
52
$62.35 - $78.15 $3.24K - $4.06K
SIMO
Silicon Motion Technology Corp

Technology
Q3 2018 Filed on Nov 14, 2018
64
$51.04 - $60.23 $3.27K - $3.85K
HUBS
Hubspot Inc

Technology
Q3 2018 Filed on Nov 14, 2018
25
$120.7 - $160.35 $3.02K - $4.01K
CAL
Caleres Inc

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
4,000
$32.87 - $40.48 $131K - $162K
Boardwalk Pipeline Partners LP Ut LTD Partner
Q3 2018 Filed on Nov 14, 2018
300
N/A
NP
Neenah Inc
Q3 2018 Filed on Nov 14, 2018
29
$84.9 - $95.95 $2.46K - $2.78K
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