YorkBridge Wealth Partners’s Agilent Technologies A Stock Holding History

YorkBridge Wealth Partners’s Portfolio A Stock Details A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-114	Closed	-$9K	–	172
2019 Q2	$9K	Hold	114	–	–	﹤0.01%	574
2019 Q1	$9K	Hold	114	–	–	﹤0.01%	603
2018 Q4	$8K	Hold	114	–	–	﹤0.01%	593
2018 Q3	$8K	Hold	114	–	–	﹤0.01%	616
2018 Q2	$7K	Hold	114	–	–	﹤0.01%	650
2018 Q1	$8K	Hold	114	–	–	﹤0.01%	640
2017 Q4	$8K	Hold	114	–	–	﹤0.01%	653
2017 Q3	$7K	Hold	114	–	–	﹤0.01%	669
2017 Q2	$7K	Hold	114	–	–	﹤0.01%	670
2017 Q1	$6K	Hold	114	–	–	﹤0.01%	662
2016 Q4	$5K	Buy	+114	New	+$5.17K	﹤0.01%	670

Other funds holding A

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management

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

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Nomura Holdings

Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return