YWP
NOV icon

YorkBridge Wealth Partners’s NOV NOV Stock Holding History

YorkBridge Wealth Partners’s Portfolio NOV Stock Details NOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,294
Closed -$29K – 490
2019
Q2 		$29K Buy
1,294
+293
+29% +$7.08K 0.01% 419
2019
Q1 		$27K Buy
1,001
+294
+42% +$8.34K 0.01% 425
2018
Q4 		$18K Sell
707
-80
-10% -$2.77K 0.01% 489
2018
Q3 		$35K Sell
787
-151
-16% -$6.75K 0.02% 397
2018
Q2 		$41K Hold
938
– – 0.02% 386
2018
Q1 		$38K Sell
938
-20
-2% -$733 0.02% 397
2017
Q4 		$32K Sell
958
-309
-24% -$10.5K 0.02% 422
2017
Q3 		$45K Sell
1,267
-166
-12% -$5.42K 0.02% 388
2017
Q2 		$49K Buy
1,433
+41
+3% +$1.42K 0.03% 374
2017
Q1 		$47K Sell
1,392
-308
-18% -$12K 0.02% 381
2016
Q4 		$61K Buy
+1,700
New +$61.9K 0.04% 332

Other funds holding NOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of NOV (NOV) in Q3 2019, closing a stake of 1,294 shares — an estimated $29K sold.

YorkBridge Wealth Partners first reported a position in NOV in Q4 2016 and held it in 11 quarters. The position peaked at $61K in Q4 2016. 482 funds tracked by Wall St. Rank hold NOV as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining NOV position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 1,294 NOV shares in Q3 2019, an estimated $29K.
  • YorkBridge Wealth Partners first reported a position in NOV in Q4 2016 and held it in 11 quarters.
  • YorkBridge Wealth Partners's NOV position peaked at $61K in Q4 2016.
  • 482 funds tracked by Wall St. Rank held NOV as of Q3 2019.

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