Capital Advisors Ltd’s Yext YEXT Stock Holding History

Capital Advisors Ltd’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
2022 Q2	–	Sell	-87	Closed	-$1K	–	1371
2022 Q1	$1K	Buy	+87	New	+$664	﹤0.01%	836

Other funds holding YEXT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LECM

Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

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

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

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

Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

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

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

Capital Advisors Ltd's YEXT Position: Q2 2022 in Review

Capital Advisors Ltd sold out of Yext (YEXT) in Q2 2022, closing a stake of 87 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in YEXT in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 158 funds tracked by Wall St. Rank hold YEXT as of Q2 2022.

Capital Advisors Ltd reported no remaining Yext position as of Q2 2022 after selling out during the quarter.
Capital Advisors Ltd sold 87 Yext shares in Q2 2022, an estimated $1K.
Capital Advisors Ltd first reported a position in Yext in Q1 2022 and held it in 1 quarter.
Capital Advisors Ltd's Yext position peaked at $1K in Q1 2022.
158 funds tracked by Wall St. Rank held Yext as of Q2 2022.

Based on Capital Advisors Ltd's 13F filing for Q2 2022, filed 5 Aug 2022.