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Belpointe Asset Management’s Yelp YELP Stock Holding History

Belpointe Asset 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
-1,204
Closed -$37K – 3440
2023
Q1 		$37K Buy
1,204
+829
+221% +$24.9K ﹤0.01% 1895
2022
Q4 		$10.3K Buy
+375
New +$11.9K ﹤0.01% 2606

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

Belpointe Asset Management's YELP Position: Q2 2023 in Review

Belpointe Asset Management sold out of Yelp (YELP) in Q2 2023, closing a stake of 1,204 shares — an estimated $37K sold.

Belpointe Asset Management first reported a position in YELP in Q4 2022 and held it in 2 quarters. The position peaked at $37K in Q1 2023. 253 funds tracked by Wall St. Rank hold YELP as of Q2 2023.

  • Belpointe Asset Management reported no remaining Yelp position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,204 Yelp shares in Q2 2023, an estimated $37K.
  • Belpointe Asset Management first reported a position in Yelp in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Yelp position peaked at $37K in Q1 2023.
  • 253 funds tracked by Wall St. Rank held Yelp as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.