Blue Bell Private Wealth Management’s Yext YEXT Stock Holding History

Blue Bell Private 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 Q1	–	Sell	-200	Closed	-$1.31K	–	710
2022 Q4	$1.31K	Hold	200	–	–	﹤0.01%	607
2022 Q3	$1K	Hold	200	–	–	﹤0.01%	723
2022 Q2	$1K	Hold	200	–	–	﹤0.01%	774
2022 Q1	$1K	Buy	+200	New	+$1.53K	﹤0.01%	838

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Blue Bell Private Wealth Management's YEXT Position: Q1 2023 in Review

Blue Bell Private Wealth Management sold out of Yext (YEXT) in Q1 2023, closing a stake of 200 shares — an estimated $1.31K sold.

Blue Bell Private Wealth Management first reported a position in YEXT in Q1 2022 and held it in 4 quarters. The position peaked at $1.31K in Q4 2022. 191 funds tracked by Wall St. Rank hold YEXT as of Q1 2023.

Blue Bell Private Wealth Management reported no remaining Yext position as of Q1 2023 after selling out during the quarter.
Blue Bell Private Wealth Management sold 200 Yext shares in Q1 2023, an estimated $1.31K.
Blue Bell Private Wealth Management first reported a position in Yext in Q1 2022 and held it in 4 quarters.
Blue Bell Private Wealth Management's Yext position peaked at $1.31K in Q4 2022.
191 funds tracked by Wall St. Rank held Yext as of Q1 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2023, filed 8 May 2023.