YorkBridge Wealth Partners’s Broadridge BR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-800	Closed	-$102K	–	228
2019 Q2	$102K	Hold	800	–	–	0.05%	283
2019 Q1	$83K	Hold	800	–	–	0.04%	303
2018 Q4	$77K	Hold	800	–	–	0.04%	287
2018 Q3	$104K	Hold	800	–	–	0.05%	274
2018 Q2	$92K	Hold	800	–	–	0.04%	301
2018 Q1	$86K	Hold	800	–	–	0.04%	310
2017 Q4	$72K	Hold	800	–	–	0.03%	331
2017 Q3	$65K	Hold	800	–	–	0.03%	341
2017 Q2	$60K	Hold	800	–	–	0.03%	348
2017 Q1	$56K	Hold	800	–	–	0.03%	358
2016 Q4	$53K	Buy	+800	New	+$52K	0.03%	346

Other funds holding BR

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

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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

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

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return