Concord Wealth Partners’s Yelp YELP Stock Holding History

Concord Wealth Partners’s Portfolio YELP Stock Details YELP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-450	Closed	-$16.6K	–	1035
2024 Q2	$16.6K	Hold	450	–	–	﹤0.01%	455
2024 Q1	$17.7K	Buy	+450	New	+$18.7K	﹤0.01%	502
2023 Q4	–	Sell	-450	Closed	-$18.7K	–	1035
2023 Q3	$18.7K	Hold	450	–	–	﹤0.01%	520
2023 Q2	$16.4K	Hold	450	–	–	﹤0.01%	534
2023 Q1	$13.8K	Hold	450	–	–	﹤0.01%	550
2022 Q4	$12.3K	Buy	+450	New	+$14.3K	﹤0.01%	609
2022 Q3	–	Sell	-450	Closed	-$12K	–	1196
2022 Q2	$12K	Hold	450	–	–	﹤0.01%	660
2022 Q1	$15K	Hold	450	–	–	﹤0.01%	693
2021 Q4	$16K	Buy	+450	New	+$16.9K	﹤0.01%	693
2021 Q3	–	Sell	-450	Closed	-$18K	–	1053
2021 Q2	$18K	Hold	450	–	–	0.01%	529
2021 Q1	$18K	Buy	+450	New	+$16.4K	0.01%	493

Other funds holding YELP

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Concord Wealth Partners's YELP Position: Q3 2024 in Review

Concord Wealth Partners sold out of Yelp (YELP) in Q3 2024, closing a stake of 450 shares — an estimated $16.6K sold.

Concord Wealth Partners first reported a position in YELP in Q1 2021 and held it in 11 quarters. The position peaked at $18.7K in Q3 2023. 286 funds tracked by Wall St. Rank hold YELP as of Q3 2024.

Concord Wealth Partners reported no remaining Yelp position as of Q3 2024 after selling out during the quarter.
Concord Wealth Partners sold 450 Yelp shares in Q3 2024, an estimated $16.6K.
Concord Wealth Partners first reported a position in Yelp in Q1 2021 and held it in 11 quarters.
Concord Wealth Partners's Yelp position peaked at $18.7K in Q3 2023.
286 funds tracked by Wall St. Rank held Yelp as of Q3 2024.

Based on Concord Wealth Partners's 13F filing for Q3 2024, filed 24 Oct 2024.