Advisor Group’s Yext YEXT Stock Holding History

Advisor Group’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
2019 Q4	$69K	Sell	4,831 -487	-9%	-$7.55K	﹤0.01%	3206
2019 Q3	$85K	Sell	5,318 -12,233	-70%	-$233K	﹤0.01%	3015
2019 Q2	$353K	Sell	17,551 -7,876	-31%	-$162K	﹤0.01%	1867
2019 Q1	$556K	Sell	25,427 -2,489	-9%	-$45.2K	﹤0.01%	1511
2018 Q4	$414K	Buy	27,916 +1,263	+5%	+$22.3K	﹤0.01%	1546
2018 Q3	$632K	Buy	26,653 +26,628	+106,512%	+$609K	0.01%	1299
2018 Q2	$0	Hold	25	–	–	﹤0.01%	5060
2018 Q1	$0	Hold	25	–	–	﹤0.01%	5082
2017 Q4	$0	Sell	25 -1,300	-98%	-$16.3K	﹤0.01%	5077
2017 Q3	$17K	Buy	1,325 +1,226	+1,238%	+$16.3K	﹤0.01%	3663
2017 Q2	$1K	Buy	+99	New	+$1.34K	﹤0.01%	4691

Other funds holding YEXT

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

IFA

Invus Financial Advisors New York $89.2M AUM 10.79% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisor Group's YEXT Position: Q4 2019 in Review

Advisor Group reduced its Yext (YEXT) stake by 9.2% in Q4 2019, selling an estimated $7.55K and leaving 4,831 shares worth $69K. The position accounts for ﹤0.01% of the portfolio, ranked #3206.

Advisor Group first reported a position in YEXT in Q2 2017 and has held it in 11 quarters since. The position peaked at $632K in Q3 2018. 127 funds tracked by Wall St. Rank hold YEXT as of Q4 2019.

Advisor Group held 4,831 shares of Yext worth $69K as of Q4 2019.
Advisor Group sold 487 Yext shares in Q4 2019, an estimated $7.55K.
Yext made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3206 holding.
Advisor Group first reported a position in Yext in Q2 2017 and has held it in 11 quarters since.
Advisor Group's Yext position peaked at $632K in Q3 2018.
127 funds tracked by Wall St. Rank held Yext as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.