Chico Wealth RIA’s Yext YEXT Stock Holding History

Chico Wealth RIA’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
2022 Q4	–	Sell	-10,460	Closed	-$47K	–	25
2022 Q3	$47K	Hold	10,460	–	–	0.05%	22
2022 Q2	$50K	Buy	+10,460	New	+$58.1K	0.04%	22

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

PCR

Potrero Capital Research San Francisco, California $163M AUM 79.02% 1-Year Est. Return

Chico Wealth RIA's YEXT Position: Q4 2022 in Review

Chico Wealth RIA sold out of Yext (YEXT) in Q4 2022, closing a stake of 10,460 shares — an estimated $47K sold.

Chico Wealth RIA first reported a position in YEXT in Q2 2022 and held it in 2 quarters. The position peaked at $50K in Q2 2022. 169 funds tracked by Wall St. Rank hold YEXT as of Q4 2022.

Chico Wealth RIA reported no remaining Yext position as of Q4 2022 after selling out during the quarter.
Chico Wealth RIA sold 10,460 Yext shares in Q4 2022, an estimated $47K.
Chico Wealth RIA first reported a position in Yext in Q2 2022 and held it in 2 quarters.
Chico Wealth RIA's Yext position peaked at $50K in Q2 2022.
169 funds tracked by Wall St. Rank held Yext as of Q4 2022.

Based on Chico Wealth RIA's 13F filing for Q4 2022, filed 18 Jan 2023.