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Acorn Financial Advisory Services’s Yelp YELP Stock Holding History

Acorn Financial Advisory Services’s Portfolio YELP Stock Details YELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,936
Closed -$385K – 210
2024
Q4 		$385K Hold
9,936
– – 0.06% 140
2024
Q3 		$349K Sell
9,936
-3,006
-23% -$105K 0.06% 144
2024
Q2 		$478K Sell
12,942
-2,437
-16% -$93.4K 0.09% 110
2024
Q1 		$606K Buy
15,379
+3,703
+32% +$153K 0.11% 93
2023
Q4 		$553K Hold
11,676
– – 0.1% 127
2023
Q3 		$486K Buy
11,676
+537
+5% +$22.6K 0.09% 136
2023
Q2 		$406K Buy
+11,139
New +$359K 0.07% 159
2023
Q1 		– Sell
-13,350
Closed -$365K – 234
2022
Q4 		$365K Hold
13,350
– – 0.08% 152
2022
Q3 		$453K Sell
13,350
-2,000
-13% -$66.2K 0.11% 127
2022
Q2 		$426K Sell
15,350
-6,793
-31% -$211K 0.1% 133
2022
Q1 		$755K Buy
+22,143
New +$760K 0.15% 96

Other funds holding YELP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Acorn Financial Advisory Services's YELP Position: Q1 2025 in Review

Acorn Financial Advisory Services sold out of Yelp (YELP) in Q1 2025, closing a stake of 9,936 shares — an estimated $385K sold.

Acorn Financial Advisory Services first reported a position in YELP in Q1 2022 and held it in 11 quarters. The position peaked at $755K in Q1 2022. 319 funds tracked by Wall St. Rank hold YELP as of Q1 2025.

  • Acorn Financial Advisory Services reported no remaining Yelp position as of Q1 2025 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 9,936 Yelp shares in Q1 2025, an estimated $385K.
  • Acorn Financial Advisory Services first reported a position in Yelp in Q1 2022 and held it in 11 quarters.
  • Acorn Financial Advisory Services's Yelp position peaked at $755K in Q1 2022.
  • 319 funds tracked by Wall St. Rank held Yelp as of Q1 2025.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2025, filed 29 Apr 2025.