YorkBridge Wealth Partners’s Empire State Realty Series 60 OGCP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$213K	Hold	32,211	–	–	0.05%	244
2022 Q3	$195K	Hold	32,211	–	–	0.05%	267
2022 Q2	$214K	Hold	32,211	–	–	0.06%	261
2022 Q1	$305K	Hold	32,211	–	–	0.07%	236
2021 Q4	$286K	Hold	32,211	–	–	0.06%	236
2021 Q3	$327K	Hold	32,211	–	–	0.08%	206
2021 Q2	$337K	Hold	32,211	–	–	0.09%	184
2021 Q1	$359K	Hold	32,211	–	–	0.11%	160
2020 Q4	$292K	Hold	32,211	–	–	0.1%	152
2020 Q3	$200K	Hold	32,211	–	–	0.08%	174
2020 Q2	$217K	Hold	32,211	–	–	0.1%	164
2020 Q1	$272K	Hold	32,211	–	–	0.17%	126
2019 Q4	$447K	Hold	32,211	–	–	0.2%	113
2019 Q3	$456K	Hold	32,211	–	–	0.23%	103
2019 Q2	$467K	Hold	32,211	–	–	0.21%	100
2019 Q1	$508K	Buy	+32,211	New	+$490K	0.23%	94

Other funds holding OGCP

Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Ropes Wealth Advisors Boston, Massachusetts $515M AUM 21.76% 1-Year Est. Return

Ridgecrest Wealth Partners Mill Valley, California $216M AUM 24.75% 1-Year Est. Return

Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.29B AUM 21.04% 1-Year Est. Return

YorkBridge Wealth Partners's OGCP Position: Q4 2022 in Review

YorkBridge Wealth Partners held its Empire State Realty Series 60 (OGCP) position steady in Q4 2022 at 32,211 shares worth $213K. The position accounts for 0.05% of the portfolio, ranked #244.

YorkBridge Wealth Partners first reported a position in OGCP in Q1 2019 and has held it in 16 quarters since. The position peaked at $508K in Q1 2019. 18 funds tracked by Wall St. Rank hold OGCP as of Q4 2022.

YorkBridge Wealth Partners held 32,211 shares of Empire State Realty Series 60 worth $213K as of Q4 2022.
YorkBridge Wealth Partners left its Empire State Realty Series 60 share count unchanged in Q4 2022.
Empire State Realty Series 60 made up 0.05% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #244 holding.
YorkBridge Wealth Partners first reported a position in Empire State Realty Series 60 in Q1 2019 and has held it in 16 quarters since.
YorkBridge Wealth Partners's Empire State Realty Series 60 position peaked at $508K in Q1 2019.
18 funds tracked by Wall St. Rank held Empire State Realty Series 60 as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.