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Carolinas Wealth Consulting’s Yelp YELP Stock Holding History

Carolinas Wealth Consulting’s Portfolio YELP Stock Details YELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-16
Closed -$739 – 1171
2023
Q4 		$739 Hold
16
– – ﹤0.01% 865
2023
Q3 		$658 Sell
16
-2
-11% -$84 ﹤0.01% 895
2023
Q2 		$662 Sell
18
-2
-10% -$65 ﹤0.01% 962
2023
Q1 		$614 Buy
20
+4
+25% +$120 ﹤0.01% 967
2022
Q4 		$437 Buy
+16
New +$507 ﹤0.01% 1014

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Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Carolinas Wealth Consulting's YELP Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of Yelp (YELP) in Q1 2024, closing a stake of 16 shares — an estimated $739 sold.

Carolinas Wealth Consulting first reported a position in YELP in Q4 2022 and held it in 5 quarters. The position peaked at $739 in Q4 2023. 283 funds tracked by Wall St. Rank hold YELP as of Q1 2024.

  • Carolinas Wealth Consulting reported no remaining Yelp position as of Q1 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 16 Yelp shares in Q1 2024, an estimated $739.
  • Carolinas Wealth Consulting first reported a position in Yelp in Q4 2022 and held it in 5 quarters.
  • Carolinas Wealth Consulting's Yelp position peaked at $739 in Q4 2023.
  • 283 funds tracked by Wall St. Rank held Yelp as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.