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Activest Wealth Management’s Yext YEXT Stock Holding History

Activest Wealth Management’s Portfolio YEXT Stock Details YEXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-945
Closed -$14K – 415
2021
Q2 		$14K Hold
945
– – 0.01% 176
2021
Q1 		$14K Buy
+945
New +$15.8K 0.01% 166

Other funds holding YEXT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFA
Invus Financial Advisors New York $89.2M AUM 10.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Activest Wealth Management's YEXT Position: Q3 2021 in Review

Activest Wealth Management sold out of Yext (YEXT) in Q3 2021, closing a stake of 945 shares — an estimated $14K sold.

Activest Wealth Management first reported a position in YEXT in Q1 2021 and held it in 2 quarters. The position peaked at $14K in Q2 2021. 162 funds tracked by Wall St. Rank hold YEXT as of Q3 2021.

  • Activest Wealth Management reported no remaining Yext position as of Q3 2021 after selling out during the quarter.
  • Activest Wealth Management sold 945 Yext shares in Q3 2021, an estimated $14K.
  • Activest Wealth Management first reported a position in Yext in Q1 2021 and held it in 2 quarters.
  • Activest Wealth Management's Yext position peaked at $14K in Q2 2021.
  • 162 funds tracked by Wall St. Rank held Yext as of Q3 2021.

Based on Activest Wealth Management's 13F filing for Q3 2021, filed 12 Oct 2021.