BHWM
YEXT icon

Beaird Harris Wealth Management’s Yext YEXT Stock Holding History

Beaird Harris 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
2023
Q4 		– Sell
-61
Closed -$387 – 624
2023
Q3 		$387 Hold
61
– – ﹤0.01% 422
2023
Q2 		$690 Hold
61
– – ﹤0.01% 414
2023
Q1 		$587 Hold
61
– – ﹤0.01% 435
2022
Q4 		$398 Hold
61
– – ﹤0.01% 709
2022
Q3 		$0 Hold
61
– – ﹤0.01% 535
2022
Q2 		$0 Hold
61
– – ﹤0.01% 637
2022
Q1 		$0 Hold
61
– – ﹤0.01% 742
2021
Q4 		$1K Buy
+61
New +$685 ﹤0.01% 635

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
BlackRock
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
D.E. Shaw & Co New York $166B AUM 43.98% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beaird Harris Wealth Management's YEXT Position: Q4 2023 in Review

Beaird Harris Wealth Management sold out of Yext (YEXT) in Q4 2023, closing a stake of 61 shares — an estimated $387 sold.

Beaird Harris Wealth Management first reported a position in YEXT in Q4 2021 and held it in 8 quarters. The position peaked at $1K in Q4 2021. 188 funds tracked by Wall St. Rank hold YEXT as of Q4 2023.

  • Beaird Harris Wealth Management reported no remaining Yext position as of Q4 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 61 Yext shares in Q4 2023, an estimated $387.
  • Beaird Harris Wealth Management first reported a position in Yext in Q4 2021 and held it in 8 quarters.
  • Beaird Harris Wealth Management's Yext position peaked at $1K in Q4 2021.
  • 188 funds tracked by Wall St. Rank held Yext as of Q4 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2023, filed 27 Feb 2024.