Cetera Investment Advisers’s Yext YEXT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.41M Buy
+166,269
New +$1.41M ﹤0.01% 2103
2021
Q3
Sell
-23,630
Closed -$338K 1870
2021
Q2
$338K Sell
23,630
-1,620
-6% -$23.2K 0.01% 1343
2021
Q1
$366K Sell
25,250
-6,153
-20% -$89.2K 0.01% 1151
2020
Q4
$494K Buy
+31,403
New +$494K 0.01% 967