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Selective Wealth Management’s York Water YORW Stock Holding History

Selective Wealth Management’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
2022
Q3 		– Sell
-800
Closed -$32K – 840
2022
Q2 		$32K Hold
800
– – 0.01% 398
2022
Q1 		$36K Hold
800
– – 0.01% 363
2021
Q4 		$40K Hold
800
– – 0.02% 311
2021
Q3 		$35K Buy
+800
New +$38.4K 0.02% 300

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Selective Wealth Management's YORW Position: Q3 2022 in Review

Selective Wealth Management sold out of York Water (YORW) in Q3 2022, closing a stake of 800 shares — an estimated $32K sold.

Selective Wealth Management first reported a position in YORW in Q3 2021 and held it in 4 quarters. The position peaked at $40K in Q4 2021. 131 funds tracked by Wall St. Rank hold YORW as of Q3 2022.

  • Selective Wealth Management reported no remaining York Water position as of Q3 2022 after selling out during the quarter.
  • Selective Wealth Management sold 800 York Water shares in Q3 2022, an estimated $32K.
  • Selective Wealth Management first reported a position in York Water in Q3 2021 and held it in 4 quarters.
  • Selective Wealth Management's York Water position peaked at $40K in Q4 2021.
  • 131 funds tracked by Wall St. Rank held York Water as of Q3 2022.

Based on Selective Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.