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YorkBridge Wealth Partners’s Marriott Vacations Worldwide VAC Stock Holding History

YorkBridge Wealth Partners’s Portfolio VAC Stock Details VAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,679
Closed -$265K – 294
2022
Q1 		$265K Buy
1,679
+352
+27% +$56.6K 0.06% 255
2021
Q4 		$224K Buy
+1,327
New +$213K 0.05% 268
2019
Q3 		– Sell
-189
Closed -$18K – 620
2019
Q2 		$18K Sell
189
-62
-25% -$6.12K 0.01% 487
2019
Q1 		$23K Sell
251
-153
-38% -$13.7K 0.01% 455
2018
Q4 		$28K Buy
404
+101
+33% +$8.42K 0.01% 394
2018
Q3 		$33K Buy
303
+3
+1% +$355 0.02% 411
2018
Q2 		$34K Buy
300
+43
+17% +$5.31K 0.01% 412
2018
Q1 		$34K Buy
257
+25
+11% +$3.53K 0.02% 413
2017
Q4 		$33K Sell
232
-8
-3% -$1.05K 0.02% 419
2017
Q3 		$30K Sell
240
-35
-13% -$4.03K 0.02% 442
2017
Q2 		$32K Buy
275
+40
+17% +$4.51K 0.02% 432
2017
Q1 		$27K Buy
235
+65
+38% +$5.84K 0.01% 446
2016
Q4 		$14K Buy
+170
New +$12.8K 0.01% 521

Other funds holding VAC

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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

YorkBridge Wealth Partners's VAC Position: Q2 2022 in Review

YorkBridge Wealth Partners sold out of Marriott Vacations Worldwide (VAC) in Q2 2022, closing a stake of 1,679 shares — an estimated $265K sold.

YorkBridge Wealth Partners first reported a position in VAC in Q4 2016 and held it in 13 quarters. The position peaked at $265K in Q1 2022. 356 funds tracked by Wall St. Rank hold VAC as of Q2 2022.

  • YorkBridge Wealth Partners reported no remaining Marriott Vacations Worldwide position as of Q2 2022 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 1,679 Marriott Vacations Worldwide shares in Q2 2022, an estimated $265K.
  • YorkBridge Wealth Partners first reported a position in Marriott Vacations Worldwide in Q4 2016 and held it in 13 quarters.
  • YorkBridge Wealth Partners's Marriott Vacations Worldwide position peaked at $265K in Q1 2022.
  • 356 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q2 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2022, filed 15 Jul 2022.