YorkBridge Wealth Partners’s Progyny PGNY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$278K	Sell	8,939 -1,161	-11%	-$42K	0.07%	204
2022 Q3	$374K	Buy	10,100 +1,797	+22%	+$67.3K	0.1%	150
2022 Q2	$241K	Sell	8,303 -146	-2%	-$5.23K	0.06%	240
2022 Q1	$434K	Buy	8,449 +3,134	+59%	+$134K	0.1%	161
2021 Q4	$268K	Buy	5,315 +1,452	+38%	+$81.3K	0.06%	246
2021 Q3	$216K	Buy	+3,863	New	+$213K	0.05%	251

Other funds holding PGNY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

KXA

KPCB XIII Associates Menlo Park, California $186M AUM 11.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

YorkBridge Wealth Partners reduced its Progyny (PGNY) stake by 11% in Q4 2022, selling an estimated $42K and leaving 8,939 shares worth $278K. The position accounts for 0.07% of the portfolio, ranked #204.

YorkBridge Wealth Partners first reported a position in PGNY in Q3 2021 and has held it in 6 quarters since. The position peaked at $434K in Q1 2022. 266 funds tracked by Wall St. Rank hold PGNY as of Q4 2022.

YorkBridge Wealth Partners held 8,939 shares of Progyny worth $278K as of Q4 2022.
YorkBridge Wealth Partners sold 1,161 Progyny shares in Q4 2022, an estimated $42K.
Progyny made up 0.07% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #204 holding.
YorkBridge Wealth Partners first reported a position in Progyny in Q3 2021 and has held it in 6 quarters since.
YorkBridge Wealth Partners's Progyny position peaked at $434K in Q1 2022.
266 funds tracked by Wall St. Rank held Progyny as of Q4 2022.

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