YorkBridge Wealth Partners’s TripAdvisor TRIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-252	Closed	-$12K	–	600
2019 Q2	$12K	Hold	252	–	–	0.01%	527
2019 Q1	$13K	Hold	252	–	–	0.01%	537
2018 Q4	$14K	Hold	252	–	–	0.01%	533
2018 Q3	$13K	Hold	252	–	–	0.01%	580
2018 Q2	$14K	Hold	252	–	–	0.01%	589
2018 Q1	$10K	Hold	252	–	–	﹤0.01%	620
2017 Q4	$9K	Sell	252 -150	-37%	-$5.42K	﹤0.01%	648
2017 Q3	$16K	Hold	402	–	–	0.01%	577
2017 Q2	$15K	Buy	402 +150	+60%	+$6.2K	0.01%	577
2017 Q1	$12K	Hold	252	–	–	0.01%	598
2016 Q4	$13K	Buy	+252	New	+$13.9K	0.01%	540

Other funds holding TRIP

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of TripAdvisor (TRIP) in Q3 2019, closing a stake of 252 shares — an estimated $12K sold.

YorkBridge Wealth Partners first reported a position in TRIP in Q4 2016 and held it in 11 quarters. The position peaked at $16K in Q3 2017. 355 funds tracked by Wall St. Rank hold TRIP as of Q3 2019.

YorkBridge Wealth Partners reported no remaining TripAdvisor position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 252 TripAdvisor shares in Q3 2019, an estimated $12K.
YorkBridge Wealth Partners first reported a position in TripAdvisor in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's TripAdvisor position peaked at $16K in Q3 2017.
355 funds tracked by Wall St. Rank held TripAdvisor as of Q3 2019.

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