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	–	601
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

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

Eagle Capital Management (New York)

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return