YWP
ESI icon

YorkBridge Wealth Partners’s Element Solutions ESI Stock Holding History

YorkBridge Wealth Partners’s Portfolio ESI Stock Details ESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-13,991
Closed -$228K – 265
2022
Q3 		$228K Sell
13,991
-6,520
-32% -$122K 0.06% 248
2022
Q2 		$365K Sell
20,511
-3,029
-13% -$61.5K 0.1% 162
2022
Q1 		$516K Buy
23,540
+3,873
+20% +$89.2K 0.11% 137
2021
Q4 		$478K Buy
+19,667
New +$464K 0.11% 142

Other funds holding ESI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

YorkBridge Wealth Partners's ESI Position: Q4 2022 in Review

YorkBridge Wealth Partners sold out of Element Solutions (ESI) in Q4 2022, closing a stake of 13,991 shares — an estimated $228K sold.

YorkBridge Wealth Partners first reported a position in ESI in Q4 2021 and held it in 4 quarters. The position peaked at $516K in Q1 2022. 282 funds tracked by Wall St. Rank hold ESI as of Q4 2022.

  • YorkBridge Wealth Partners reported no remaining Element Solutions position as of Q4 2022 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 13,991 Element Solutions shares in Q4 2022, an estimated $228K.
  • YorkBridge Wealth Partners first reported a position in Element Solutions in Q4 2021 and held it in 4 quarters.
  • YorkBridge Wealth Partners's Element Solutions position peaked at $516K in Q1 2022.
  • 282 funds tracked by Wall St. Rank held Element Solutions as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.