YorkBridge Wealth Partners’s Fortune Brands Innovations FBIN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$401K	Sell	7,030 -1,195	-15%	-$62.8K	0.1%	147
2022 Q3	$377K	Hold	8,225	–	–	0.1%	147
2022 Q2	$421K	Hold	8,225	–	–	0.11%	142
2022 Q1	$522K	Hold	8,225	–	–	0.11%	133
2021 Q4	$752K	Hold	8,225	–	–	0.17%	103
2021 Q3	$629K	Buy	8,225 +316	+4%	+$26.3K	0.16%	112
2021 Q2	$673K	Hold	7,909	–	–	0.18%	105
2021 Q1	$648K	Buy	+7,909	New	+$599K	0.19%	97
2019 Q3	–	Sell	-421	Closed	-$21K	–	335
2019 Q2	$21K	Hold	421	–	–	0.01%	466
2019 Q1	$17K	Hold	421	–	–	0.01%	483
2018 Q4	$14K	Hold	421	–	–	0.01%	529
2018 Q3	$19K	Hold	421	–	–	0.01%	529
2018 Q2	$19K	Hold	421	–	–	0.01%	545
2018 Q1	$21K	Hold	421	–	–	0.01%	510
2017 Q4	$23K	Hold	421	–	–	0.01%	472
2017 Q3	$24K	Hold	421	–	–	0.01%	473
2017 Q2	$24K	Hold	421	–	–	0.01%	465
2017 Q1	$23K	Hold	421	–	–	0.01%	473
2016 Q4	$21K	Buy	+421	New	+$19.9K	0.01%	468

Other funds holding FBIN

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

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

YorkBridge Wealth Partners reduced its Fortune Brands Innovations (FBIN) stake by 15% in Q4 2022, selling an estimated $62.8K and leaving 7,030 shares worth $401K. The position accounts for 0.1% of the portfolio, ranked #147.

YorkBridge Wealth Partners first reported a position in FBIN in Q4 2016 and has held it in 19 quarters since. The position peaked at $752K in Q4 2021. 577 funds tracked by Wall St. Rank hold FBIN as of Q4 2022.

YorkBridge Wealth Partners held 7,030 shares of Fortune Brands Innovations worth $401K as of Q4 2022.
YorkBridge Wealth Partners sold 1,195 Fortune Brands Innovations shares in Q4 2022, an estimated $62.8K.
Fortune Brands Innovations made up 0.1% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #147 holding.
YorkBridge Wealth Partners first reported a position in Fortune Brands Innovations in Q4 2016 and has held it in 19 quarters since.
YorkBridge Wealth Partners's Fortune Brands Innovations position peaked at $752K in Q4 2021.
577 funds tracked by Wall St. Rank held Fortune Brands Innovations as of Q4 2022.

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