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Carroll Financial Associates’s Yext YEXT Stock Holding History

Carroll Financial 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
2021
Q4 		$10K Hold
1,000
– – ﹤0.01% 1178
2021
Q3 		$12K Hold
1,000
– – ﹤0.01% 1152
2021
Q2 		$14K Hold
1,000
– – ﹤0.01% 1198
2021
Q1 		$14K Hold
1,000
– – ﹤0.01% 1133
2020
Q4 		$15K Hold
1,000
– – ﹤0.01% 1009
2020
Q3 		$15K Hold
1,000
– – ﹤0.01% 946
2020
Q2 		$16K Buy
+1,000
New +$14K ﹤0.01% 919

Other funds holding YEXT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $519M AUM 44.91% 1-Year Est. Return

Carroll Financial Associates's YEXT Position: Q4 2021 in Review

Carroll Financial Associates held its Yext (YEXT) position steady in Q4 2021 at 1,000 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

Carroll Financial Associates first reported a position in YEXT in Q2 2020 and has held it in 7 quarters since. The position peaked at $16K in Q2 2020. 163 funds tracked by Wall St. Rank hold YEXT as of Q4 2021.

  • Carroll Financial Associates held 1,000 shares of Yext worth $10K as of Q4 2021.
  • Carroll Financial Associates left its Yext share count unchanged in Q4 2021.
  • Yext made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1178 holding.
  • Carroll Financial Associates first reported a position in Yext in Q2 2020 and has held it in 7 quarters since.
  • Carroll Financial Associates's Yext position peaked at $16K in Q2 2020.
  • 163 funds tracked by Wall St. Rank held Yext as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.