YorkBridge Wealth Partners’s Eaton ETN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$271K	Sell	1,727 -83	-5%	-$12.7K	0.07%	211
2022 Q3	$241K	Sell	1,810 -21	-1%	-$2.94K	0.06%	239
2022 Q2	$231K	Buy	1,831 +27	+1%	+$3.78K	0.06%	246
2022 Q1	$274K	Buy	1,804 +108	+6%	+$16.9K	0.06%	249
2021 Q4	$293K	Hold	1,696	–	–	0.07%	235
2021 Q3	$253K	Buy	+1,696	New	+$271K	0.06%	235
2019 Q3	–	Sell	-1,195	Closed	-$100K	–	325
2019 Q2	$100K	Hold	1,195	–	–	0.04%	287
2019 Q1	$96K	Sell	1,195 -470	-28%	-$35.8K	0.04%	280
2018 Q4	$114K	Sell	1,665 -200	-11%	-$15K	0.06%	228
2018 Q3	$163K	Hold	1,865	–	–	0.07%	198
2018 Q2	$139K	Hold	1,865	–	–	0.06%	231
2018 Q1	$144K	Hold	1,865	–	–	0.07%	219
2017 Q4	$152K	Sell	1,865 -1,006	-35%	-$78.2K	0.07%	213
2017 Q3	$220K	Hold	2,871	–	–	0.11%	161
2017 Q2	$225K	Sell	2,871 -300	-9%	-$22.9K	0.12%	159
2017 Q1	$245K	Buy	3,171 +513	+19%	+$36.4K	0.13%	148
2016 Q4	$178K	Buy	+2,658	New	+$174K	0.11%	165

Other funds holding ETN

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

YorkBridge Wealth Partners reduced its Eaton (ETN) stake by 4.6% in Q4 2022, selling an estimated $12.7K and leaving 1,727 shares worth $271K. The position accounts for 0.07% of the portfolio, ranked #211.

YorkBridge Wealth Partners first reported a position in ETN in Q4 2016 and has held it in 17 quarters since. The position peaked at $293K in Q4 2021. 1,486 funds tracked by Wall St. Rank hold ETN as of Q4 2022.

YorkBridge Wealth Partners held 1,727 shares of Eaton worth $271K as of Q4 2022.
YorkBridge Wealth Partners sold 83 Eaton shares in Q4 2022, an estimated $12.7K.
Eaton made up 0.07% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #211 holding.
YorkBridge Wealth Partners first reported a position in Eaton in Q4 2016 and has held it in 17 quarters since.
YorkBridge Wealth Partners's Eaton position peaked at $293K in Q4 2021.
1,486 funds tracked by Wall St. Rank held Eaton as of Q4 2022.

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