YorkBridge Wealth Partners’s Covanta Holding Corporation CVA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-319	Closed	-$6K	–	721
2019 Q2	$6K	Hold	319	–	–	﹤0.01%	651
2019 Q1	$6K	Hold	319	–	–	﹤0.01%	647
2018 Q4	$4K	Hold	319	–	–	﹤0.01%	655
2018 Q3	$5K	Hold	319	–	–	﹤0.01%	662
2018 Q2	$5K	Hold	319	–	–	﹤0.01%	693
2018 Q1	$5K	Hold	319	–	–	﹤0.01%	691
2017 Q4	$5K	Buy	+319	New	+$4.92K	﹤0.01%	711

Other funds holding CVA

CTC

Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

YorkBridge Wealth Partners's CVA Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Covanta Holding Corporation (CVA) in Q3 2019, closing a stake of 319 shares — an estimated $6K sold.

YorkBridge Wealth Partners first reported a position in CVA in Q4 2017 and held it in 7 quarters. The position peaked at $6K in Q2 2019. 229 funds tracked by Wall St. Rank hold CVA as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Covanta Holding Corporation position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 319 Covanta Holding Corporation shares in Q3 2019, an estimated $6K.
YorkBridge Wealth Partners first reported a position in Covanta Holding Corporation in Q4 2017 and held it in 7 quarters.
YorkBridge Wealth Partners's Covanta Holding Corporation position peaked at $6K in Q2 2019.
229 funds tracked by Wall St. Rank held Covanta Holding Corporation as of Q3 2019.

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