Arkadios Wealth Advisors’s Yelp YELP Stock Holding History

Arkadios Wealth Advisors’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
2020 Q1	–	Sell	-5	Closed	-$183	–	1313
2019 Q4	$183	Buy	+5	New	+$170	﹤0.01%	969

Other funds holding YELP

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

PGP

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arkadios Wealth Advisors's YELP Position: Q1 2020 in Review

Arkadios Wealth Advisors sold out of Yelp (YELP) in Q1 2020, closing a stake of 5 shares — an estimated $183 sold.

Arkadios Wealth Advisors first reported a position in YELP in Q4 2019 and held it in 1 quarter. The position peaked at $183 in Q4 2019. 223 funds tracked by Wall St. Rank hold YELP as of Q1 2020.

Arkadios Wealth Advisors reported no remaining Yelp position as of Q1 2020 after selling out during the quarter.
Arkadios Wealth Advisors sold 5 Yelp shares in Q1 2020, an estimated $183.
Arkadios Wealth Advisors first reported a position in Yelp in Q4 2019 and held it in 1 quarter.
Arkadios Wealth Advisors's Yelp position peaked at $183 in Q4 2019.
223 funds tracked by Wall St. Rank held Yelp as of Q1 2020.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2020, filed 14 May 2020.