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Avior Wealth Management’s Yext YEXT Stock Holding History

Avior 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
2024
Q4 		– Sell
-982
Closed -$6.79K – 2547
2024
Q3 		$6.79K Buy
+982
New +$5.46K ﹤0.01% 1670
2024
Q2 		– Sell
-21
Closed -$126 – 3766
2024
Q1 		$126 Buy
+21
New +$124 ﹤0.01% 3085

Other funds holding YEXT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return
TGM
Tenzing Global Management San Francisco, California $121M AUM 85.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avior Wealth Management's YEXT Position: Q4 2024 in Review

Avior Wealth Management sold out of Yext (YEXT) in Q4 2024, closing a stake of 982 shares — an estimated $6.79K sold.

Avior Wealth Management first reported a position in YEXT in Q1 2024 and held it in 2 quarters. The position peaked at $6.79K in Q3 2024. 182 funds tracked by Wall St. Rank hold YEXT as of Q4 2024.

  • Avior Wealth Management reported no remaining Yext position as of Q4 2024 after selling out during the quarter.
  • Avior Wealth Management sold 982 Yext shares in Q4 2024, an estimated $6.79K.
  • Avior Wealth Management first reported a position in Yext in Q1 2024 and held it in 2 quarters.
  • Avior Wealth Management's Yext position peaked at $6.79K in Q3 2024.
  • 182 funds tracked by Wall St. Rank held Yext as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.