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YorkBridge Wealth Partners’s Globant GLOB Stock Holding History

YorkBridge Wealth Partners’s Portfolio GLOB Stock Details GLOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$296K Sell
1,759
-247
-12% -$43.7K 0.08% 196
2022
Q3 		$375K Buy
2,006
+370
+23% +$76.3K 0.1% 149
2022
Q2 		$285K Sell
1,636
-41
-2% -$8.35K 0.07% 205
2022
Q1 		$439K Buy
1,677
+400
+31% +$101K 0.1% 159
2021
Q4 		$401K Buy
1,277
+360
+39% +$107K 0.09% 187
2021
Q3 		$258K Buy
+917
New +$252K 0.06% 231

Other funds holding GLOB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

YorkBridge Wealth Partners reduced its Globant (GLOB) stake by 12% in Q4 2022, selling an estimated $43.7K and leaving 1,759 shares worth $296K. The position accounts for 0.08% of the portfolio, ranked #196.

YorkBridge Wealth Partners first reported a position in GLOB in Q3 2021 and has held it in 6 quarters since. The position peaked at $439K in Q1 2022. 321 funds tracked by Wall St. Rank hold GLOB as of Q4 2022.

  • YorkBridge Wealth Partners held 1,759 shares of Globant worth $296K as of Q4 2022.
  • YorkBridge Wealth Partners sold 247 Globant shares in Q4 2022, an estimated $43.7K.
  • Globant made up 0.08% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #196 holding.
  • YorkBridge Wealth Partners first reported a position in Globant in Q3 2021 and has held it in 6 quarters since.
  • YorkBridge Wealth Partners's Globant position peaked at $439K in Q1 2022.
  • 321 funds tracked by Wall St. Rank held Globant as of Q4 2022.

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