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Concourse Financial Group Securities’s Yext YEXT Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-80
Closed -$611 – 2463
2021
Q4 		$1K Hold
80
– – ﹤0.01% 2332
2021
Q3 		$1K Buy
+80
New +$1.03K ﹤0.01% 2361

Other funds holding YEXT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $550M AUM 11.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Concourse Financial Group Securities's YEXT Position: Q1 2022 in Review

Concourse Financial Group Securities sold out of Yext (YEXT) in Q1 2022, closing a stake of 80 shares — an estimated $611 sold.

Concourse Financial Group Securities first reported a position in YEXT in Q3 2021 and held it in 2 quarters. The position peaked at $1K in Q4 2021. 178 funds tracked by Wall St. Rank hold YEXT as of Q1 2022.

  • Concourse Financial Group Securities reported no remaining Yext position as of Q1 2022 after selling out during the quarter.
  • Concourse Financial Group Securities sold 80 Yext shares in Q1 2022, an estimated $611.
  • Concourse Financial Group Securities first reported a position in Yext in Q3 2021 and held it in 2 quarters.
  • Concourse Financial Group Securities's Yext position peaked at $1K in Q4 2021.
  • 178 funds tracked by Wall St. Rank held Yext as of Q1 2022.

Based on Concourse Financial Group Securities's 13F filing for Q1 2022, filed 9 May 2022.