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RAFFA WEALTH MANAGEMENT, LLC’s York Water YORW Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2020
Q4 		– Sell
-24
Closed -$1.01K – 930
2020
Q3 		$1.01K Hold
24
– – ﹤0.01% 662
2020
Q2 		$1.15K Buy
24
+16
+200% +$694 ﹤0.01% 623
2020
Q1 		$348 Buy
+8
New +$363 ﹤0.01% 797

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
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's YORW Position: Q4 2020 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of York Water (YORW) in Q4 2020, closing a stake of 24 shares — an estimated $1.01K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in YORW in Q1 2020 and held it in 3 quarters. The position peaked at $1.15K in Q2 2020. 127 funds tracked by Wall St. Rank hold YORW as of Q4 2020.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining York Water position as of Q4 2020 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 24 York Water shares in Q4 2020, an estimated $1.01K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in York Water in Q1 2020 and held it in 3 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's York Water position peaked at $1.15K in Q2 2020.
  • 127 funds tracked by Wall St. Rank held York Water as of Q4 2020.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q4 2020, filed 27 Jul 2026.