YorkBridge Wealth Partners’s Five Below FIVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$417K	Sell	2,358 -291	-11%	-$45.8K	0.11%	146
2022 Q3	$365K	Buy	2,649 +567	+27%	+$74.5K	0.09%	154
2022 Q2	$236K	Buy	+2,082	New	+$299K	0.06%	244
2019 Q3	–	Sell	-1,495	Closed	-$179K	–	342
2019 Q2	$179K	Sell	1,495 -39	-3%	-$5.13K	0.08%	181
2019 Q1	$191K	Sell	1,534 -54	-3%	-$6.54K	0.09%	166
2018 Q4	$162K	Buy	1,588 +1,238	+354%	+$137K	0.09%	171
2018 Q3	$45K	Hold	350	–	–	0.02%	365
2018 Q2	$34K	Hold	350	–	–	0.01%	408
2018 Q1	$27K	Hold	350	–	–	0.01%	451
2017 Q4	$22K	Hold	350	–	–	0.01%	482
2017 Q3	$19K	Hold	350	–	–	0.01%	532
2017 Q2	$17K	Hold	350	–	–	0.01%	550
2017 Q1	$17K	Hold	350	–	–	0.01%	541
2016 Q4	$15K	Buy	+350	New	+$13.8K	0.01%	505

Other funds holding FIVE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

YorkBridge Wealth Partners reduced its Five Below (FIVE) stake by 11% in Q4 2022, selling an estimated $45.8K and leaving 2,358 shares worth $417K. The position accounts for 0.11% of the portfolio, ranked #146.

YorkBridge Wealth Partners first reported a position in FIVE in Q4 2016 and has held it in 14 quarters since. 481 funds tracked by Wall St. Rank hold FIVE as of Q4 2022.

YorkBridge Wealth Partners held 2,358 shares of Five Below worth $417K as of Q4 2022.
YorkBridge Wealth Partners sold 291 Five Below shares in Q4 2022, an estimated $45.8K.
Five Below made up 0.11% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #146 holding.
YorkBridge Wealth Partners first reported a position in Five Below in Q4 2016 and has held it in 14 quarters since.
481 funds tracked by Wall St. Rank held Five Below as of Q4 2022.

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