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YorkBridge Wealth Partners’s Ingevity NGVT Stock Holding History

YorkBridge Wealth Partners’s Portfolio NGVT Stock Details NGVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-78
Closed -$8K – 488
2019
Q2 		$8K Buy
78
+67
+609% +$6.73K ﹤0.01% 605
2019
Q1 		$1K Hold
11
– – ﹤0.01% 731
2018
Q4 		$1K Hold
11
– – ﹤0.01% 714
2018
Q3 		$1K Hold
11
– – ﹤0.01% 732
2018
Q2 		$1K Hold
11
– – ﹤0.01% 827
2018
Q1 		$1K Sell
11
-358
-97% -$26.8K ﹤0.01% 819
2017
Q4 		$26K Sell
369
-16
-4% -$1.15K 0.01% 456
2017
Q3 		$24K Hold
385
– – 0.01% 476
2017
Q2 		$22K Hold
385
– – 0.01% 483
2017
Q1 		$24K Sell
385
-8
-2% -$453 0.01% 466
2016
Q4 		$21K Buy
+393
New +$18.8K 0.01% 469

Other funds holding NGVT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of Ingevity (NGVT) in Q3 2019, closing a stake of 78 shares — an estimated $8K sold.

YorkBridge Wealth Partners first reported a position in NGVT in Q4 2016 and held it in 11 quarters. The position peaked at $26K in Q4 2017. 335 funds tracked by Wall St. Rank hold NGVT as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Ingevity position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 78 Ingevity shares in Q3 2019, an estimated $8K.
  • YorkBridge Wealth Partners first reported a position in Ingevity in Q4 2016 and held it in 11 quarters.
  • YorkBridge Wealth Partners's Ingevity position peaked at $26K in Q4 2017.
  • 335 funds tracked by Wall St. Rank held Ingevity as of Q3 2019.

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