YorkBridge Wealth Partners’s Qualys QLYS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$632K	Sell	5,628 -578	-9%	-$72.2K	0.16%	111
2022 Q3	$865K	Buy	6,206 +704	+13%	+$99.2K	0.22%	92
2022 Q2	$694K	Sell	5,502 -695	-11%	-$91K	0.18%	103
2022 Q1	$883K	Buy	6,197 +1,152	+23%	+$147K	0.19%	91
2021 Q4	$692K	Buy	5,045 +618	+14%	+$79K	0.16%	113
2021 Q3	$493K	Buy	4,427 +697	+19%	+$76.3K	0.12%	129
2021 Q2	$376K	Buy	3,730 +326	+10%	+$33.2K	0.1%	160
2021 Q1	$357K	Buy	+3,404	New	+$381K	0.11%	163
2019 Q3	–	Sell	-1,531	Closed	-$133K	–	531
2019 Q2	$133K	Sell	1,531 -4	-0.3%	-$345	0.06%	246
2019 Q1	$127K	Buy	1,535 +373	+32%	+$31.1K	0.06%	241
2018 Q4	$87K	Sell	1,162 -283	-20%	-$21.3K	0.05%	266
2018 Q3	$124K	Buy	1,445 +263	+22%	+$23.6K	0.06%	246
2018 Q2	$100K	Buy	+1,182	New	+$95K	0.04%	292

Other funds holding QLYS

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

ACM

American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return

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

YorkBridge Wealth Partners reduced its Qualys (QLYS) stake by 9.3% in Q4 2022, selling an estimated $72.2K and leaving 5,628 shares worth $632K. The position accounts for 0.16% of the portfolio, ranked #111.

YorkBridge Wealth Partners first reported a position in QLYS in Q2 2018 and has held it in 13 quarters since. The position peaked at $883K in Q1 2022. 391 funds tracked by Wall St. Rank hold QLYS as of Q4 2022.

YorkBridge Wealth Partners held 5,628 shares of Qualys worth $632K as of Q4 2022.
YorkBridge Wealth Partners sold 578 Qualys shares in Q4 2022, an estimated $72.2K.
Qualys made up 0.16% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #111 holding.
YorkBridge Wealth Partners first reported a position in Qualys in Q2 2018 and has held it in 13 quarters since.
YorkBridge Wealth Partners's Qualys position peaked at $883K in Q1 2022.
391 funds tracked by Wall St. Rank held Qualys as of Q4 2022.

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