YorkBridge Wealth Partners’s Nebius Group N.V. NBIS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-3,748	Closed	-$227K	–	297
2021 Q4	$227K	Buy	3,748 +101	+3%	+$7.44K	0.05%	266
2021 Q3	$291K	Buy	3,647 +18	+0.5%	+$1.31K	0.07%	218
2021 Q2	$257K	Buy	3,629 +6	+0.2%	+$394	0.07%	226
2021 Q1	$232K	Buy	+3,623	New	+$242K	0.07%	227
2020 Q4	–	Sell	-4,644	Closed	-$303K	–	219
2020 Q3	$303K	Buy	4,644 +154	+3%	+$9.18K	0.13%	138
2020 Q2	$225K	Buy	+4,490	New	+$180K	0.1%	157
2020 Q1	–	Sell	-4,740	Closed	-$206K	–	187
2019 Q4	$206K	Buy	+4,740	New	+$177K	0.09%	181
2019 Q3	–	Sell	-4,754	Closed	-$181K	–	675
2019 Q2	$181K	Hold	4,754	–	–	0.08%	180
2019 Q1	$163K	Buy	4,754 +138	+3%	+$4.58K	0.08%	193
2018 Q4	$126K	Buy	+4,616	New	+$135K	0.07%	214
2018 Q2	–	Sell	-37	Closed	-$1K	–	878
2018 Q1	$1K	Hold	37	–	–	﹤0.01%	829
2017 Q4	$1K	Hold	37	–	–	﹤0.01%	854
2017 Q3	$1K	Hold	37	–	–	﹤0.01%	864
2017 Q2	$1K	Hold	37	–	–	﹤0.01%	854
2017 Q1	$1K	Hold	37	–	–	﹤0.01%	843
2016 Q4	$1K	Buy	+37	New	+$728	﹤0.01%	858

Other funds holding NBIS

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Conifer Management New York $607M AUM 29.07% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $38.7B AUM 44.46% 1-Year Est. Return

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

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

PAMS

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

YorkBridge Wealth Partners's NBIS Position: Q1 2022 in Review

YorkBridge Wealth Partners sold out of Nebius Group N.V. (NBIS) in Q1 2022, closing a stake of 3,748 shares — an estimated $227K sold.

YorkBridge Wealth Partners first reported a position in NBIS in Q4 2016 and held it in 16 quarters. The position peaked at $303K in Q3 2020. 255 funds tracked by Wall St. Rank hold NBIS as of Q1 2022.

YorkBridge Wealth Partners reported no remaining Nebius Group N.V. position as of Q1 2022 after selling out during the quarter.
YorkBridge Wealth Partners sold 3,748 Nebius Group N.V. shares in Q1 2022, an estimated $227K.
YorkBridge Wealth Partners first reported a position in Nebius Group N.V. in Q4 2016 and held it in 16 quarters.
YorkBridge Wealth Partners's Nebius Group N.V. position peaked at $303K in Q3 2020.
255 funds tracked by Wall St. Rank held Nebius Group N.V. as of Q1 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2022, filed 15 Apr 2022.