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C.M. Bidwell & Associates’s Yext YEXT Stock Holding History

C.M. Bidwell & Associates’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
-230
Closed -$1.46K – 578
2023
Q3 		$1.46K Buy
+230
New +$1.97K ﹤0.01% 493
2022
Q1 		– Sell
-330
Closed -$3K – 619
2021
Q4 		$3K Hold
330
– – ﹤0.01% 505
2021
Q3 		$4K Hold
330
– – ﹤0.01% 486
2021
Q2 		$5K Buy
+330
New +$4.59K ﹤0.01% 474
2020
Q4 		– Sell
-2,345
Closed -$36K – 553
2020
Q3 		$36K Sell
2,345
-40
-2% -$675 0.03% 280
2020
Q2 		$40K Buy
+2,385
New +$33.4K 0.04% 261

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

C.M. Bidwell & Associates's YEXT Position: Q4 2023 in Review

C.M. Bidwell & Associates sold out of Yext (YEXT) in Q4 2023, closing a stake of 230 shares — an estimated $1.46K sold.

C.M. Bidwell & Associates first reported a position in YEXT in Q2 2020 and held it in 6 quarters. The position peaked at $40K in Q2 2020. 188 funds tracked by Wall St. Rank hold YEXT as of Q4 2023.

  • C.M. Bidwell & Associates reported no remaining Yext position as of Q4 2023 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 230 Yext shares in Q4 2023, an estimated $1.46K.
  • C.M. Bidwell & Associates first reported a position in Yext in Q2 2020 and held it in 6 quarters.
  • C.M. Bidwell & Associates's Yext position peaked at $40K in Q2 2020.
  • 188 funds tracked by Wall St. Rank held Yext as of Q4 2023.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2023, filed 14 Feb 2024.