YWP
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YorkBridge Wealth Partners’s Bread Financial BFH Stock Holding History

YorkBridge Wealth Partners’s Portfolio BFH Stock Details BFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-251
Closed -$28K – 218
2019
Q2 		$28K Buy
+251
New +$30.3K 0.01% 422
2019
Q1 		– Sell
-251
Closed -$30K – 748
2018
Q4 		$30K Hold
251
– – 0.02% 378
2018
Q3 		$48K Hold
251
– – 0.02% 361
2018
Q2 		$47K Hold
251
– – 0.02% 368
2018
Q1 		$42K Hold
251
– – 0.02% 386
2017
Q4 		$48K Hold
251
– – 0.02% 377
2017
Q3 		$44K Hold
251
– – 0.02% 391
2017
Q2 		$52K Hold
251
– – 0.03% 367
2017
Q1 		$51K Hold
251
– – 0.03% 367
2016
Q4 		$47K Buy
+251
New +$43.7K 0.03% 360

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VH
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BlackRock
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return