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Accurate Wealth Management’s Yeti Holdings YETI Stock Holding History

Accurate Wealth Management’s Portfolio YETI Stock Details YETI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10
Closed -$424 – 1505
2022
Q4 		$424 Buy
+10
New +$375 ﹤0.01% 1500

Other funds holding YETI

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Accurate Wealth Management's YETI Position: Q1 2023 in Review

Accurate Wealth Management sold out of Yeti Holdings (YETI) in Q1 2023, closing a stake of 10 shares — an estimated $424 sold.

Accurate Wealth Management first reported a position in YETI in Q4 2022 and held it in 1 quarter. The position peaked at $424 in Q4 2022. 362 funds tracked by Wall St. Rank hold YETI as of Q1 2023.

  • Accurate Wealth Management reported no remaining Yeti Holdings position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 10 Yeti Holdings shares in Q1 2023, an estimated $424.
  • Accurate Wealth Management first reported a position in Yeti Holdings in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Yeti Holdings position peaked at $424 in Q4 2022.
  • 362 funds tracked by Wall St. Rank held Yeti Holdings as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.