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NBC Securities’s York Water YORW Stock Holding History

NBC Securities’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
2024
Q4 		– Sell
-624
Closed -$23K – 2120
2024
Q3 		$23K Hold
624
– – ﹤0.01% 1460
2024
Q2 		$23K Buy
+624
New +$22.6K ﹤0.01% 1411

Other funds holding YORW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NBC Securities's YORW Position: Q4 2024 in Review

NBC Securities sold out of York Water (YORW) in Q4 2024, closing a stake of 624 shares — an estimated $23K sold.

NBC Securities first reported a position in YORW in Q2 2024 and held it in 2 quarters. The position peaked at $23K in Q3 2024. 152 funds tracked by Wall St. Rank hold YORW as of Q4 2024.

  • NBC Securities reported no remaining York Water position as of Q4 2024 after selling out during the quarter.
  • NBC Securities sold 624 York Water shares in Q4 2024, an estimated $23K.
  • NBC Securities first reported a position in York Water in Q2 2024 and held it in 2 quarters.
  • NBC Securities's York Water position peaked at $23K in Q3 2024.
  • 152 funds tracked by Wall St. Rank held York Water as of Q4 2024.

Based on NBC Securities's 13F filing for Q4 2024, filed 22 Jan 2025.