Creative Planning’s Yext YEXT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$109K	Buy	+12,862	New	+$109K	﹤0.01%	3390
2021 Q2	–	Sell	-11,628	Closed	-$168K	–	2355
2021 Q1	$168K	Buy	+11,628	New	+$168K	﹤0.01%	2096