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Beaird Harris Wealth Management’s Yelp YELP Stock Holding History

Beaird Harris Wealth Management’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
2023
Q2 		– Sell
-40
Closed -$1.23K – 497
2023
Q1 		$1.23K Buy
+40
New +$1.2K ﹤0.01% 402

Other funds holding YELP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Beaird Harris Wealth Management's YELP Position: Q2 2023 in Review

Beaird Harris Wealth Management sold out of Yelp (YELP) in Q2 2023, closing a stake of 40 shares — an estimated $1.23K sold.

Beaird Harris Wealth Management first reported a position in YELP in Q1 2023 and held it in 1 quarter. The position peaked at $1.23K in Q1 2023. 253 funds tracked by Wall St. Rank hold YELP as of Q2 2023.

  • Beaird Harris Wealth Management reported no remaining Yelp position as of Q2 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 40 Yelp shares in Q2 2023, an estimated $1.23K.
  • Beaird Harris Wealth Management first reported a position in Yelp in Q1 2023 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Yelp position peaked at $1.23K in Q1 2023.
  • 253 funds tracked by Wall St. Rank held Yelp as of Q2 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.