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YorkBridge Wealth Partners, LLC Buys Airbnb Inc, ON24 Inc, Consolidated Edison Inc, Sells Citigroup Inc, Fortinet Inc, International Paper Co

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Oct 22, 2021
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Investment company YorkBridge Wealth Partners, LLC (Current Portfolio) buys Airbnb Inc, ON24 Inc, Consolidated Edison Inc, SPS Commerce Inc, Vanguard Growth ETF, sells Citigroup Inc, Fortinet Inc, International Paper Co, Southwestern Energy Co, WEC Energy Group Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, YorkBridge Wealth Partners, LLC. As of 2021Q3, YorkBridge Wealth Partners, LLC owns 260 stocks with a total value of $397 million. These are the details of the buys and sells.

For the details of YorkBridge Wealth Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/yorkbridge+wealth+partners%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of YorkBridge Wealth Partners, LLC
  1. Apple Inc (AAPL) - 152,411 shares, 5.43% of the total portfolio. Shares added by 0.07%
  2. Amazon.com Inc (AMZN) - 5,341 shares, 4.41% of the total portfolio. Shares added by 16.67%
  3. Microsoft Corp (MSFT) - 54,844 shares, 3.89% of the total portfolio. Shares reduced by 14.67%
  4. Facebook Inc (FB) - 37,810 shares, 3.23% of the total portfolio. Shares added by 3.37%
  5. Alphabet Inc (GOOG) - 4,187 shares, 2.81% of the total portfolio. Shares added by 4.23%
New Purchase: Airbnb Inc (ABNB)

YorkBridge Wealth Partners, LLC initiated holding in Airbnb Inc. The purchase prices were between $131.88 and $175.88, with an estimated average price of $152.79. The stock is now traded at around $166.640000. The impact to a portfolio due to this purchase was 0.86%. The holding were 20,335 shares as of 2021-09-30.

New Purchase: ON24 Inc (ONTF)

YorkBridge Wealth Partners, LLC initiated holding in ON24 Inc. The purchase prices were between $19 and $39.74, with an estimated average price of $27.86. The stock is now traded at around $20.170000. The impact to a portfolio due to this purchase was 0.17%. The holding were 33,495 shares as of 2021-09-30.

New Purchase: Consolidated Edison Inc (ED)

YorkBridge Wealth Partners, LLC initiated holding in Consolidated Edison Inc. The purchase prices were between $72.16 and $78.25, with an estimated average price of $74.65. The stock is now traded at around $76.090000. The impact to a portfolio due to this purchase was 0.1%. The holding were 5,483 shares as of 2021-09-30.

New Purchase: Vanguard Growth ETF (VUG)

YorkBridge Wealth Partners, LLC initiated holding in Vanguard Growth ETF. The purchase prices were between $286.19 and $308.66, with an estimated average price of $298.29. The stock is now traded at around $306.440000. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,205 shares as of 2021-09-30.

New Purchase: SPS Commerce Inc (SPSC)

YorkBridge Wealth Partners, LLC initiated holding in SPS Commerce Inc. The purchase prices were between $96.14 and $167.8, with an estimated average price of $123.08. The stock is now traded at around $164.830000. The impact to a portfolio due to this purchase was 0.09%. The holding were 2,286 shares as of 2021-09-30.

New Purchase: Goosehead Insurance Inc (GSHD)

YorkBridge Wealth Partners, LLC initiated holding in Goosehead Insurance Inc. The purchase prices were between $111.74 and $161.3, with an estimated average price of $134.97. The stock is now traded at around $163.090000. The impact to a portfolio due to this purchase was 0.08%. The holding were 2,080 shares as of 2021-09-30.

Added: Pioneer Natural Resources Co (PXD)

YorkBridge Wealth Partners, LLC added to a holding in Pioneer Natural Resources Co by 63.94%. The purchase prices were between $136.66 and $170.3, with an estimated average price of $151.53. The stock is now traded at around $191.620000. The impact to a portfolio due to this purchase was 0.08%. The holding were 4,669 shares as of 2021-09-30.

Added: Cisco Systems Inc (CSCO)

YorkBridge Wealth Partners, LLC added to a holding in Cisco Systems Inc by 26.93%. The purchase prices were between $52.98 and $59.53, with an estimated average price of $56.12. The stock is now traded at around $55.110000. The impact to a portfolio due to this purchase was 0.07%. The holding were 24,197 shares as of 2021-09-30.

Added: Williams Companies Inc (WMB)

YorkBridge Wealth Partners, LLC added to a holding in Williams Companies Inc by 30.50%. The purchase prices were between $23.89 and $26.94, with an estimated average price of $25.2. The stock is now traded at around $28.650000. The impact to a portfolio due to this purchase was 0.05%. The holding were 35,488 shares as of 2021-09-30.

Added: Sempra Energy (SRE)

YorkBridge Wealth Partners, LLC added to a holding in Sempra Energy by 31.88%. The purchase prices were between $123.62 and $136.76, with an estimated average price of $132.08. The stock is now traded at around $131.170000. The impact to a portfolio due to this purchase was 0.04%. The holding were 5,448 shares as of 2021-09-30.

Added: U.S. Bancorp (USB)

YorkBridge Wealth Partners, LLC added to a holding in U.S. Bancorp by 20.15%. The purchase prices were between $54.51 and $61.1, with an estimated average price of $56.94. The stock is now traded at around $62.740000. The impact to a portfolio due to this purchase was 0.03%. The holding were 10,997 shares as of 2021-09-30.

Added: Vulcan Materials Co (VMC)

YorkBridge Wealth Partners, LLC added to a holding in Vulcan Materials Co by 22.87%. The purchase prices were between $169.16 and $193.41, with an estimated average price of $178.97. The stock is now traded at around $185.160000. The impact to a portfolio due to this purchase was 0.03%. The holding were 4,014 shares as of 2021-09-30.

Sold Out: Fortinet Inc (FTNT)

YorkBridge Wealth Partners, LLC sold out a holding in Fortinet Inc. The sale prices were between $242.34 and $320.19, with an estimated average price of $289.33.

Sold Out: Southwestern Energy Co (SWN)

YorkBridge Wealth Partners, LLC sold out a holding in Southwestern Energy Co. The sale prices were between $3.97 and $5.88, with an estimated average price of $4.9.

Sold Out: Sanofi SA (SNY)

YorkBridge Wealth Partners, LLC sold out a holding in Sanofi SA. The sale prices were between $47.89 and $53.12, with an estimated average price of $50.89.

Sold Out: Vertex Pharmaceuticals Inc (VRTX)

YorkBridge Wealth Partners, LLC sold out a holding in Vertex Pharmaceuticals Inc. The sale prices were between $181.39 and $202.99, with an estimated average price of $195.37.

Sold Out: Activision Blizzard Inc (ATVI)

YorkBridge Wealth Partners, LLC sold out a holding in Activision Blizzard Inc. The sale prices were between $72.81 and $94.4, with an estimated average price of $83.7.

Sold Out: HP Inc (HPQ)

YorkBridge Wealth Partners, LLC sold out a holding in HP Inc. The sale prices were between $26.83 and $30.7, with an estimated average price of $28.78.



Here is the complete portfolio of YorkBridge Wealth Partners, LLC. Also check out:

1. YorkBridge Wealth Partners, LLC's Undervalued Stocks
2. YorkBridge Wealth Partners, LLC's Top Growth Companies, and
3. YorkBridge Wealth Partners, LLC's High Yield stocks
4. Stocks that YorkBridge Wealth Partners, LLC keeps buying
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