Baker Avenue Asset Management’s Yext YEXT Stock Holding History

Baker Avenue Asset 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
2023 Q4	–	Sell	-278	Closed	-$1.76K	–	1537
2023 Q3	$1.76K	Hold	278	–	–	﹤0.01%	1157
2023 Q2	$3.14K	Hold	278	–	–	﹤0.01%	908
2023 Q1	$2.67K	Hold	278	–	–	﹤0.01%	945
2022 Q4	$1.81K	Buy	+278	New	+$1.52K	﹤0.01%	957

Other funds holding YEXT

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

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

LLL

Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baker Avenue Asset Management's YEXT Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Yext (YEXT) in Q4 2023, closing a stake of 278 shares — an estimated $1.76K sold.

Baker Avenue Asset Management first reported a position in YEXT in Q4 2022 and held it in 4 quarters. The position peaked at $3.14K in Q2 2023. 188 funds tracked by Wall St. Rank hold YEXT as of Q4 2023.

Baker Avenue Asset Management reported no remaining Yext position as of Q4 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 278 Yext shares in Q4 2023, an estimated $1.76K.
Baker Avenue Asset Management first reported a position in Yext in Q4 2022 and held it in 4 quarters.
Baker Avenue Asset Management's Yext position peaked at $3.14K in Q2 2023.
188 funds tracked by Wall St. Rank held Yext as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.