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 |
|