Avantax Advisory Services’s Yeti Holdings YETI Stock Holding History

Avantax Advisory Services’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	-5,001	Closed	-$207K	–	1552
2022 Q4	$207K	Buy	+5,001	New	+$188K	﹤0.01%	1293
2022 Q1	–	Sell	-3,309	Closed	-$274K	–	1369
2021 Q4	$274K	Buy	3,309 +28	+0.9%	+$2.57K	﹤0.01%	1020
2021 Q3	$280K	Buy	3,281 +387	+13%	+$37.5K	﹤0.01%	958
2021 Q2	$266K	Buy	+2,894	New	+$251K	﹤0.01%	959

Other funds holding YETI

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avantax Advisory Services's YETI Position: Q1 2023 in Review

Avantax Advisory Services sold out of Yeti Holdings (YETI) in Q1 2023, closing a stake of 5,001 shares — an estimated $207K sold.

Avantax Advisory Services first reported a position in YETI in Q2 2021 and held it in 4 quarters. The position peaked at $280K in Q3 2021. 361 funds tracked by Wall St. Rank hold YETI as of Q1 2023.

Avantax Advisory Services reported no remaining Yeti Holdings position as of Q1 2023 after selling out during the quarter.
Avantax Advisory Services sold 5,001 Yeti Holdings shares in Q1 2023, an estimated $207K.
Avantax Advisory Services first reported a position in Yeti Holdings in Q2 2021 and held it in 4 quarters.
Avantax Advisory Services's Yeti Holdings position peaked at $280K in Q3 2021.
361 funds tracked by Wall St. Rank held Yeti Holdings as of Q1 2023.

Based on Avantax Advisory Services's 13F filing for Q1 2023, filed 28 Apr 2023.