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YorkBridge Wealth Partners’s Banner Corp BANR Stock Holding History

YorkBridge Wealth Partners’s Portfolio BANR Stock Details BANR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-168
Closed -$9K – 210
2019
Q2 		$9K Sell
168
-65
-28% -$3.48K ﹤0.01% 578
2019
Q1 		$13K Buy
+233
New +$13.2K 0.01% 525

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N
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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
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YorkBridge Wealth Partners's BANR Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Banner Corp (BANR) in Q3 2019, closing a stake of 168 shares — an estimated $9K sold.

YorkBridge Wealth Partners first reported a position in BANR in Q1 2019 and held it in 2 quarters. The position peaked at $13K in Q1 2019. 196 funds tracked by Wall St. Rank hold BANR as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Banner Corp position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 168 Banner Corp shares in Q3 2019, an estimated $9K.
  • YorkBridge Wealth Partners first reported a position in Banner Corp in Q1 2019 and held it in 2 quarters.
  • YorkBridge Wealth Partners's Banner Corp position peaked at $13K in Q1 2019.
  • 196 funds tracked by Wall St. Rank held Banner Corp as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.