YorkBridge Wealth Partners’s Nasdaq NDAQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-618	Closed	-$20K	–	485
2019 Q2	$20K	Hold	618	–	–	0.01%	474
2019 Q1	$18K	Hold	618	–	–	0.01%	478
2018 Q4	$17K	Sell	618 -1,668	-73%	-$47.5K	0.01%	496
2018 Q3	$66K	Hold	2,286	–	–	0.03%	333
2018 Q2	$70K	Hold	2,286	–	–	0.03%	332
2018 Q1	$66K	Hold	2,286	–	–	0.03%	341
2017 Q4	$59K	Sell	2,286 -2,166	-49%	-$54.7K	0.03%	358
2017 Q3	$115K	Buy	4,452 +90	+2%	+$2.24K	0.06%	244
2017 Q2	$104K	Buy	4,362 +534	+14%	+$12.3K	0.06%	265
2017 Q1	$87K	Buy	3,828 +2,286	+148%	+$53.1K	0.05%	296
2016 Q4	$34K	Buy	+1,542	New	+$34K	0.02%	405

Other funds holding NDAQ

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

YorkBridge Wealth Partners's NDAQ Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Nasdaq (NDAQ) in Q3 2019, closing a stake of 618 shares — an estimated $20K sold.

YorkBridge Wealth Partners first reported a position in NDAQ in Q4 2016 and held it in 11 quarters. The position peaked at $115K in Q3 2017. 515 funds tracked by Wall St. Rank hold NDAQ as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Nasdaq position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 618 Nasdaq shares in Q3 2019, an estimated $20K.
YorkBridge Wealth Partners first reported a position in Nasdaq in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Nasdaq position peaked at $115K in Q3 2017.
515 funds tracked by Wall St. Rank held Nasdaq as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.