Crewe Advisors’s Yelp YELP Stock Holding History

Crewe Advisors’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
2022 Q4	–	Sell	-89	Closed	-$3K	–	1309
2022 Q3	$3K	Hold	89	–	–	﹤0.01%	1003
2022 Q2	$2K	Buy	+89	New	+$2.76K	﹤0.01%	1024

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

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

PGP

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 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

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

TGM

Tenzing Global Management San Francisco, California $121M AUM 85.62% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Crewe Advisors's YELP Position: Q4 2022 in Review

Crewe Advisors sold out of Yelp (YELP) in Q4 2022, closing a stake of 89 shares — an estimated $3K sold.

Crewe Advisors first reported a position in YELP in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 243 funds tracked by Wall St. Rank hold YELP as of Q4 2022.

Crewe Advisors reported no remaining Yelp position as of Q4 2022 after selling out during the quarter.
Crewe Advisors sold 89 Yelp shares in Q4 2022, an estimated $3K.
Crewe Advisors first reported a position in Yelp in Q2 2022 and held it in 2 quarters.
Crewe Advisors's Yelp position peaked at $3K in Q3 2022.
243 funds tracked by Wall St. Rank held Yelp as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.