CIAS
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Capital Investment Advisory Services’s Yext YEXT Stock Holding History

Capital Investment Advisory Services’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
2019
Q4 		– Sell
-200
Closed -$3K – 1271
2019
Q3 		$3K Hold
200
– – ﹤0.01% 1240
2019
Q2 		$4K Hold
200
– – ﹤0.01% 1196
2019
Q1 		$4K Buy
+200
New +$3.63K ﹤0.01% 1024

Other funds holding YEXT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
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
IFA
Invus Financial Advisors New York $89.2M AUM 10.79% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Investment Advisory Services's YEXT Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Yext (YEXT) in Q4 2019, closing a stake of 200 shares — an estimated $3K sold.

Capital Investment Advisory Services first reported a position in YEXT in Q1 2019 and held it in 3 quarters. The position peaked at $4K in Q2 2019. 127 funds tracked by Wall St. Rank hold YEXT as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining Yext position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 200 Yext shares in Q4 2019, an estimated $3K.
  • Capital Investment Advisory Services first reported a position in Yext in Q1 2019 and held it in 3 quarters.
  • Capital Investment Advisory Services's Yext position peaked at $4K in Q2 2019.
  • 127 funds tracked by Wall St. Rank held Yext as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.