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Berman Capital Advisors’s Yext YEXT Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$27K Buy
2,295
+1,327
+137% +$17.1K ﹤0.01% 894
2021
Q2 		$13K Buy
+968
New +$13.5K ﹤0.01% 1066
2020
Q3 		– Sell
-64
Closed -$1K – 1798
2020
Q2 		$1K Buy
+64
New +$897 ﹤0.01% 1527

Other funds holding YEXT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFA
Invus Financial Advisors New York $89.2M AUM 10.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's YEXT Position: Q3 2021 in Review

Berman Capital Advisors increased its Yext (YEXT) stake by 137% in Q3 2021, buying an estimated $17.1K and bringing the position to 2,295 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Berman Capital Advisors first reported a position in YEXT in Q2 2020 and has held it in 3 quarters since. 162 funds tracked by Wall St. Rank hold YEXT as of Q3 2021.

  • Berman Capital Advisors held 2,295 shares of Yext worth $27K as of Q3 2021.
  • Berman Capital Advisors bought 1,327 Yext shares in Q3 2021, an estimated $17.1K.
  • Yext made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #894 holding.
  • Berman Capital Advisors first reported a position in Yext in Q2 2020 and has held it in 3 quarters since.
  • 162 funds tracked by Wall St. Rank held Yext as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.