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Dynamic Advisor Solutions’s Yext YEXT Stock Holding History

Dynamic Advisor Solutions’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
2024
Q3 		– Sell
-15,545
Closed -$83.2K – 1011
2024
Q2 		$83.2K Buy
15,545
+3,385
+28% +$18.2K ﹤0.01% 920
2024
Q1 		$73.3K Buy
12,160
+1,340
+12% +$7.92K ﹤0.01% 912
2023
Q4 		$59K Buy
+10,820
New +$66.6K ﹤0.01% 880
2022
Q4 		– Sell
-11,373
Closed -$51K – 760
2022
Q3 		$51K Sell
11,373
-300
-3% -$1.39K ﹤0.01% 666
2022
Q2 		$56K Sell
11,673
-200
-2% -$1.11K ﹤0.01% 688
2022
Q1 		$82K Sell
11,873
-34
-0.3% -$259 0.01% 709
2021
Q4 		$118K Hold
11,907
– – 0.01% 701
2021
Q3 		$143K Hold
11,907
– – 0.01% 713
2021
Q2 		$170K Buy
11,907
+34
+0.3% +$473 0.01% 693
2021
Q1 		$172K Hold
11,873
– – 0.02% 633
2020
Q4 		$187K Sell
11,873
-650
-5% -$11.1K 0.02% 613
2020
Q3 		$190K Sell
12,523
-200
-2% -$3.38K 0.02% 538
2020
Q2 		$211K Hold
12,723
– – 0.03% 468
2020
Q1 		$130K Sell
12,723
-460
-3% -$6.6K 0.02% 439
2019
Q4 		$190K Hold
13,183
– – 0.03% 512
2019
Q3 		$209K Sell
13,183
-200
-1% -$3.81K 0.03% 462
2019
Q2 		$269K Sell
13,383
-1,200
-8% -$24.7K 0.04% 383
2019
Q1 		$319K Hold
14,583
– – 0.06% 291
2018
Q4 		$216K Hold
14,583
– – 0.05% 340
2018
Q3 		$346K Hold
14,583
– – 0.07% 274
2018
Q2 		$282K Hold
14,583
– – 0.06% 308
2018
Q1 		$184K Hold
14,583
– – 0.05% 342
2017
Q4 		$175K Buy
+14,583
New +$183K 0.06% 242

Other funds holding YEXT

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dynamic Advisor Solutions's YEXT Position: Q3 2024 in Review

Dynamic Advisor Solutions sold out of Yext (YEXT) in Q3 2024, closing a stake of 15,545 shares — an estimated $83.2K sold.

Dynamic Advisor Solutions first reported a position in YEXT in Q4 2017 and held it in 23 quarters. The position peaked at $346K in Q3 2018. 179 funds tracked by Wall St. Rank hold YEXT as of Q3 2024.

  • Dynamic Advisor Solutions reported no remaining Yext position as of Q3 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 15,545 Yext shares in Q3 2024, an estimated $83.2K.
  • Dynamic Advisor Solutions first reported a position in Yext in Q4 2017 and held it in 23 quarters.
  • Dynamic Advisor Solutions's Yext position peaked at $346K in Q3 2018.
  • 179 funds tracked by Wall St. Rank held Yext as of Q3 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2024, filed 7 Oct 2024.