YWP
LEXEA

YorkBridge Wealth Partners’s Liberty Expedia Holdings, Inc. Class A Common Stock LEXEA Stock Holding History

YorkBridge Wealth Partners’s Portfolio LEXEA Stock Details LEXEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-21
Closed -$1K – 938
2017
Q3 		$1K Hold
21
– – ﹤0.01% 874
2017
Q2 		$1K Sell
21
-4
-16% -$202 ﹤0.01% 867
2017
Q1 		$1K Buy
+25
New +$1.1K ﹤0.01% 856

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FP
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Vanguard Group
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

YorkBridge Wealth Partners's LEXEA Position: Q4 2017 in Review

YorkBridge Wealth Partners sold out of Liberty Expedia Holdings, Inc. Class A Common Stock (LEXEA) in Q4 2017, closing a stake of 21 shares — an estimated $1K sold.

YorkBridge Wealth Partners first reported a position in LEXEA in Q1 2017 and held it in 3 quarters. The position peaked at $1K in Q3 2017. 221 funds tracked by Wall St. Rank hold LEXEA as of Q4 2017.

  • YorkBridge Wealth Partners reported no remaining Liberty Expedia Holdings, Inc. Class A Common Stock position as of Q4 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 21 Liberty Expedia Holdings, Inc. Class A Common Stock shares in Q4 2017, an estimated $1K.
  • YorkBridge Wealth Partners first reported a position in Liberty Expedia Holdings, Inc. Class A Common Stock in Q1 2017 and held it in 3 quarters.
  • YorkBridge Wealth Partners's Liberty Expedia Holdings, Inc. Class A Common Stock position peaked at $1K in Q3 2017.
  • 221 funds tracked by Wall St. Rank held Liberty Expedia Holdings, Inc. Class A Common Stock as of Q4 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2017, filed 12 Feb 2018.