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YorkBridge Wealth Partners’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

YorkBridge Wealth Partners’s Portfolio YLDE Stock Details YLDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$313K Hold
8,005
– – 0.08% 182
2022
Q3 		$277K Hold
8,005
– – 0.07% 212
2022
Q2 		$298K Buy
8,005
+1,120
+16% +$44.5K 0.08% 198
2022
Q1 		$292K Buy
+6,885
New +$288K 0.06% 244

Other funds holding YLDE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

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

YorkBridge Wealth Partners held its ClearBridge Dividend Strategy ESG ETF (YLDE) position steady in Q4 2022 at 8,005 shares worth $313K. The position accounts for 0.08% of the portfolio, ranked #182.

YorkBridge Wealth Partners first reported a position in YLDE in Q1 2022 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold YLDE as of Q4 2022.

  • YorkBridge Wealth Partners held 8,005 shares of ClearBridge Dividend Strategy ESG ETF worth $313K as of Q4 2022.
  • YorkBridge Wealth Partners left its ClearBridge Dividend Strategy ESG ETF share count unchanged in Q4 2022.
  • ClearBridge Dividend Strategy ESG ETF made up 0.08% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #182 holding.
  • YorkBridge Wealth Partners first reported a position in ClearBridge Dividend Strategy ESG ETF in Q1 2022 and has held it in 4 quarters since.
  • 22 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q4 2022.

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