YWP
PVH icon

YorkBridge Wealth Partners’s PVH PVH Stock Holding History

YorkBridge Wealth Partners’s Portfolio PVH Stock Details PVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,201
Closed -$114K – 529
2019
Q2 		$114K Buy
1,201
+66
+6% +$7.3K 0.05% 265
2019
Q1 		$138K Buy
1,135
+399
+54% +$43.7K 0.06% 226
2018
Q4 		$68K Sell
736
-99
-12% -$11.3K 0.04% 299
2018
Q3 		$118K Sell
835
-7
-0.8% -$1.03K 0.05% 257
2018
Q2 		$126K Sell
842
-44
-5% -$6.93K 0.06% 252
2018
Q1 		$144K Buy
886
+21
+2% +$3.06K 0.07% 220
2017
Q4 		$127K Buy
865
+11
+1% +$1.44K 0.06% 238
2017
Q3 		$108K Buy
+854
New +$104K 0.06% 259

Other funds holding PVH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of PVH (PVH) in Q3 2019, closing a stake of 1,201 shares — an estimated $114K sold.

YorkBridge Wealth Partners first reported a position in PVH in Q3 2017 and held it in 8 quarters. The position peaked at $144K in Q1 2018. 420 funds tracked by Wall St. Rank hold PVH as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining PVH position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 1,201 PVH shares in Q3 2019, an estimated $114K.
  • YorkBridge Wealth Partners first reported a position in PVH in Q3 2017 and held it in 8 quarters.
  • YorkBridge Wealth Partners's PVH position peaked at $144K in Q1 2018.
  • 420 funds tracked by Wall St. Rank held PVH as of Q3 2019.

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