YorkBridge Wealth Partners’s SPS Commerce SPSC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$305K	Sell	2,377 -485	-17%	-$62.5K	0.08%	188
2022 Q3	$356K	Buy	2,862 +6	+0.2%	+$727	0.09%	161
2022 Q2	$323K	Buy	2,856 +95	+3%	+$10.7K	0.08%	179
2022 Q1	$362K	Buy	2,761 +1,240	+82%	+$155K	0.08%	197
2021 Q4	$217K	Sell	1,521 -765	-33%	-$115K	0.05%	270
2021 Q3	$369K	Buy	+2,286	New	+$282K	0.09%	181
2018 Q3	–	Sell	-72	Closed	-$3K	–	835
2018 Q2	$3K	Buy	72 +22	+44%	+$780	﹤0.01%	751
2018 Q1	$2K	Buy	+50	New	+$1.42K	﹤0.01%	794

Other funds holding SPSC

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

CAM

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

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

YorkBridge Wealth Partners reduced its SPS Commerce (SPSC) stake by 17% in Q4 2022, selling an estimated $62.5K and leaving 2,377 shares worth $305K. The position accounts for 0.08% of the portfolio, ranked #188.

YorkBridge Wealth Partners first reported a position in SPSC in Q1 2018 and has held it in 8 quarters since. The position peaked at $369K in Q3 2021. 337 funds tracked by Wall St. Rank hold SPSC as of Q4 2022.

YorkBridge Wealth Partners held 2,377 shares of SPS Commerce worth $305K as of Q4 2022.
YorkBridge Wealth Partners sold 485 SPS Commerce shares in Q4 2022, an estimated $62.5K.
SPS Commerce made up 0.08% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #188 holding.
YorkBridge Wealth Partners first reported a position in SPS Commerce in Q1 2018 and has held it in 8 quarters since.
YorkBridge Wealth Partners's SPS Commerce position peaked at $369K in Q3 2021.
337 funds tracked by Wall St. Rank held SPS Commerce as of Q4 2022.

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