First Pacific Financial’s York Water YORW Stock Holding History

First Pacific Financial’s Portfolio YORW Stock Details YORW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,400	Closed	-$57.8K	–	258
2023 Q2	$57.8K	Buy	+1,400	New	+$60.8K	0.02%	144

Other funds holding YORW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

First Pacific Financial's YORW Position: Q3 2023 in Review

First Pacific Financial sold out of York Water (YORW) in Q3 2023, closing a stake of 1,400 shares — an estimated $57.8K sold.

First Pacific Financial first reported a position in YORW in Q2 2023 and held it in 1 quarter. The position peaked at $57.8K in Q2 2023. 137 funds tracked by Wall St. Rank hold YORW as of Q3 2023.

First Pacific Financial reported no remaining York Water position as of Q3 2023 after selling out during the quarter.
First Pacific Financial sold 1,400 York Water shares in Q3 2023, an estimated $57.8K.
First Pacific Financial first reported a position in York Water in Q2 2023 and held it in 1 quarter.
First Pacific Financial's York Water position peaked at $57.8K in Q2 2023.
137 funds tracked by Wall St. Rank held York Water as of Q3 2023.

Based on First Pacific Financial's 13F filing for Q3 2023, filed 23 Oct 2023.