CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Yext YEXT Stock Holding History

CAPTRUST Financial 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
2022
Q3 		– Sell
-2,706
Closed -$13K – 4116
2022
Q2 		$13K Buy
2,706
+511
+23% +$2.84K ﹤0.01% 3622
2022
Q1 		$15K Buy
2,195
+597
+37% +$4.56K ﹤0.01% 3591
2021
Q4 		$16K Buy
1,598
+809
+103% +$9.09K ﹤0.01% 3452
2021
Q3 		$9K Buy
789
+193
+32% +$2.49K ﹤0.01% 3694
2021
Q2 		$9K Buy
+596
New +$8.29K ﹤0.01% 3619
2019
Q1 		– Sell
-974
Closed -$14K – 1901
2018
Q4 		$14K Buy
974
+337
+53% +$5.94K ﹤0.01% 1140
2018
Q3 		$15K Sell
637
-322
-34% -$7.36K ﹤0.01% 1115
2018
Q2 		$19K Buy
+959
New +$14.7K ﹤0.01% 974

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

CAPTRUST Financial Advisors's YEXT Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Yext (YEXT) in Q3 2022, closing a stake of 2,706 shares — an estimated $13K sold.

CAPTRUST Financial Advisors first reported a position in YEXT in Q2 2018 and held it in 8 quarters. The position peaked at $19K in Q2 2018. 160 funds tracked by Wall St. Rank hold YEXT as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Yext position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 2,706 Yext shares in Q3 2022, an estimated $13K.
  • CAPTRUST Financial Advisors first reported a position in Yext in Q2 2018 and held it in 8 quarters.
  • CAPTRUST Financial Advisors's Yext position peaked at $19K in Q2 2018.
  • 160 funds tracked by Wall St. Rank held Yext as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.