Ownership history in Newbridge Financial Services Group, Inc. Β· 19 quarters on record
This page tracks every 13F SEC filing in which Newbridge Financial Services Group, Inc. reported a position in ISHARES GLOBAL TECH ETF (IXN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Newbridge Financial Services Group, Inc. outperformed the S&P 500 by +6.5% annually on this IXN position. Timing score: 76% (13/17 decisions correct). Average cost basis: $81.27. Maximum drawdown during holding period: β34.3%.
π₯ Exceptional β beat the S&P 500 by 6.5% per year on this position.
11 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
13 of 17 add/trim decisions correct
Best entry: $43.89 (2022 Q4) Β· Worst: $105.00 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
16 adds Β· 2 trims. Bought during 4 of 6 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Newbridge Financial Services Group, Inc. has been actively increasing its IXN allocation β a bullish signal from insiders.
Currently 1.62% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size