YorkBridge Wealth Partners’s Keysight KEYS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$324K	Sell	1,896 -399	-17%	-$68K	0.08%	169
2022 Q3	$361K	Sell	2,295 -115	-5%	-$18.4K	0.09%	156
2022 Q2	$332K	Sell	2,410 -6	-0.2%	-$854	0.09%	172
2022 Q1	$382K	Sell	2,416 -136	-5%	-$22.7K	0.08%	188
2021 Q4	$527K	Buy	2,552 +70	+3%	+$13.1K	0.12%	131
2021 Q3	$408K	Buy	2,482 +98	+4%	+$16.4K	0.1%	158
2021 Q2	$368K	Buy	2,384 +16	+0.7%	+$2.32K	0.1%	169
2021 Q1	$340K	Buy	2,368 +741	+46%	+$105K	0.1%	170
2020 Q4	$215K	Buy	+1,627	New	+$187K	0.07%	201
2019 Q3	–	Sell	-1,737	Closed	-$156K	–	436
2019 Q2	$156K	Sell	1,737 -135	-7%	-$11.5K	0.07%	217
2019 Q1	$163K	Sell	1,872 -30	-2%	-$2.33K	0.08%	191
2018 Q4	$118K	Buy	1,902 +1,845	+3,237%	+$111K	0.06%	221
2018 Q3	$4K	Hold	57	–	–	﹤0.01%	674
2018 Q2	$3K	Hold	57	–	–	﹤0.01%	740
2018 Q1	$3K	Hold	57	–	–	﹤0.01%	727
2017 Q4	$3K	Hold	57	–	–	﹤0.01%	758
2017 Q3	$2K	Hold	57	–	–	﹤0.01%	788
2017 Q2	$2K	Hold	57	–	–	﹤0.01%	783
2017 Q1	$2K	Hold	57	–	–	﹤0.01%	770
2016 Q4	$2K	Buy	+57	New	+$1.96K	﹤0.01%	762

Other funds holding KEYS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

YorkBridge Wealth Partners reduced its Keysight (KEYS) stake by 17% in Q4 2022, selling an estimated $68K and leaving 1,896 shares worth $324K. The position accounts for 0.08% of the portfolio, ranked #169.

YorkBridge Wealth Partners first reported a position in KEYS in Q4 2016 and has held it in 20 quarters since. The position peaked at $527K in Q4 2021. 912 funds tracked by Wall St. Rank hold KEYS as of Q4 2022.

YorkBridge Wealth Partners held 1,896 shares of Keysight worth $324K as of Q4 2022.
YorkBridge Wealth Partners sold 399 Keysight shares in Q4 2022, an estimated $68K.
Keysight made up 0.08% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #169 holding.
YorkBridge Wealth Partners first reported a position in Keysight in Q4 2016 and has held it in 20 quarters since.
YorkBridge Wealth Partners's Keysight position peaked at $527K in Q4 2021.
912 funds tracked by Wall St. Rank held Keysight as of Q4 2022.

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