Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: YorkBridge Wealth Partners LLC
  City: NEW YORK
  State: NY
  Zip: 10105
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2022-12-31
  Total Value : $394,151,000
  Total Value Change : $6,333,000
  Securities Held Change : -18
   
All Securities Held : 256
  New Positions : 9
  Closed Positions : 29
  Increased Positions : 65
  Unchanged Positions : 32
  Decreased Positions : 150

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 29     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 285 Closed $177.81 $0 0 0% -520,000 -1,960 0    Auto Manufacturers
   (GNRC)1 Year Chart         GNRC Generac Holdings Inc. 272 Closed $137.52 $0 0 0% -242,000 -1,359 0    Electronic Equipment
   (MTB)1 Year Chart         MTB M&T Bank Corp 259 Closed $153.66 $0 0 0% -346,000 -1,960 0    Domestic Regional Banks
   (BMBL)1 Year Chart         BMBL Bumble Inc. 278 Closed $0.00 $0 0 0% -214,000 -9,944 0    N/A
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 265 Closed $297.47 $0 0 0% -221,000 -1,350 0    Networking & Communic...
   (SIVB)1 Year Chart         SIVB SVB Financial Group 284 Closed $0.06 $0 0 0% -200,000 -596 0    Domestic Regional Banks
   (JBHT)1 Year Chart         JBHT JB Hunt Transport Services Inc 271 Closed $170.59 $0 0 0% -303,000 -1,937 0    Trucking
   (DG)1 Year Chart         DG Dollar General Corp 258 Closed $140.95 $0 0 0% -444,000 -1,853 0    Discount, Variety Stores
   (BXP)1 Year Chart         BXP Boston Properties Inc 277 Closed $61.50 $0 0 0% -336,000 -4,479 0    REIT - Office
   (VICI)1 Year Chart         VICI Vici Properties Inc. 264 Closed $29.50 $0 0 0% -359,000 -12,030 0    N/A
   (ACM)1 Year Chart         ACM Aecom Technology Corp 283 Closed $93.05 $0 0 0% -311,000 -4,543 0    Technical Services
   (EA)1 Year Chart         EA Electronic Arts Inc 270 Closed $127.14 $0 0 0% -312,000 -2,695 0    Multimedia & Graphics...
   (WRBY)1 Year Chart         WRBY Warby Parker Inc. 257 Closed $14.79 $0 0 0% -152,000 -11,416 0    N/A
   (ALTR)1 Year Chart         ALTR Altera Corp 276 Closed $85.64 $0 0 0% -215,000 -4,852 0    Semiconductor - Speci...
   (FIS)1 Year Chart         FIS Fidelity National Information 263 Closed $74.64 $0 0 0% -238,000 -3,144 0    Business Services
   (ESI)1 Year Chart         ESI Element Solutions Inc 282 Closed $23.93 $0 0 0% -228,000 -13,991 0    N/A
   (SEAS)1 Year Chart         SEAS Seaworld Entertainment, Inc. 269 Closed $53.62 $0 0 0% -200,000 -4,387 0    Sporting and Park Ent...
   (PRGO)1 Year Chart         PRGO Perrigo Co 275 Closed $30.71 $0 0 0% -218,000 -6,103 0    Drug Related Products
   (WLTW)1 Year Chart         WLTW Willis Towers Watson Public... 262 Closed $256.93 $0 0 0% -214,000 -1,064 0    Insurance Brokers
   (ANTM)1 Year Chart         ANTM Anthem Inc 281 Closed $539.18 $0 0 0% -309,000 -681 0    N/A
   (BRKS)1 Year Chart         BRKS Brooks Automation Inc 268 Closed $51.60 $0 0 0% -305,000 -7,116 0    Semiconductor Equipme...
   (ZBRA)1 Year Chart         ZBRA Zebra Technologies Corp 274 Closed $297.21 $0 0 0% -230,000 -877 0    Computer Peripherals
   (NXPI)1 Year Chart         NXPI NXP Semiconductors NV 261 Closed $261.73 $0 0 0% -201,000 -1,361 0    Semiconductor- Broad...
   (USB)1 Year Chart         USB US Bancorp Delaware 280 Closed $41.85 $0 0 0% -607,000 -15,047 0    Domestic Regional Banks
   (BAM)1 Year Chart         BAM Brookfield Asset Management... 267 Closed $39.75 $0 0 0% -396,000 -9,694 0    Asset Management
   (GIS)1 Year Chart         GIS General Mills Inc 273 Closed $70.70 $0 0 0% -271,000 -3,537 0    Food - Major Diversified
   (AHS)1 Year Chart         AHS AMN Healthcare Services Inc 260 Closed $54.71 $0 0 0% -282,000 -2,658 0    Staffing & Outsourcin...
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 279 Closed $161.40 $0 0 0% -347,000 -2,813 0    Closed - End Fund - E...
   (COWN)1 Year Chart         COWN Cowen Group, Inc. 266 Closed $38.99 $0 0 0% -3,093,000 -80,055 0    Investment Brokerage ...

      29 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results