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IFP Advisors’s York Water YORW Stock Holding History

IFP Advisors’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
2026
Q1 		$1.1K Buy
36
+1
+3% +$32 ﹤0.01% 4183
2025
Q4 		$1.11K Sell
35
-34
-49% -$1.09K ﹤0.01% 4040
2025
Q3 		$2.1K Buy
69
+8
+13% +$248 ﹤0.01% 3674
2025
Q2 		$1.99K Buy
+61
New +$2.04K ﹤0.01% 3901
2018
Q4 		– Sell
-75
Closed -$2K – 3915
2018
Q3 		$2K Buy
+75
New +$2.31K ﹤0.01% 3594
2017
Q4 		– Sell
-150
Closed -$5K – 4135
2017
Q3 		$5K Hold
150
– – ﹤0.01% 3426
2017
Q2 		$5K Hold
150
– – ﹤0.01% 3440
2017
Q1 		$5K Hold
150
– – ﹤0.01% 3336
2016
Q4 		$6K Buy
+150
New +$5.08K ﹤0.01% 3220

Other funds holding YORW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM