Cetera Advisors’s Yext YEXT Stock Holding History

Cetera 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
2023 Q4	–	Sell	-25,742	Closed	-$163K	–	1875
2023 Q3	$163K	Buy	25,742 +1,663	+7%	+$14.2K	﹤0.01%	1564
2023 Q2	$272K	Buy	+24,079	New	+$229K	﹤0.01%	1356

Other funds holding YEXT

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

LLL

Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Advisors's YEXT Position: Q4 2023 in Review

Cetera Advisors sold out of Yext (YEXT) in Q4 2023, closing a stake of 25,742 shares — an estimated $163K sold.

Cetera Advisors first reported a position in YEXT in Q2 2023 and held it in 2 quarters. The position peaked at $272K in Q2 2023. 188 funds tracked by Wall St. Rank hold YEXT as of Q4 2023.

Cetera Advisors reported no remaining Yext position as of Q4 2023 after selling out during the quarter.
Cetera Advisors sold 25,742 Yext shares in Q4 2023, an estimated $163K.
Cetera Advisors first reported a position in Yext in Q2 2023 and held it in 2 quarters.
Cetera Advisors's Yext position peaked at $272K in Q2 2023.
188 funds tracked by Wall St. Rank held Yext as of Q4 2023.

Based on Cetera Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.