EWM
YELP icon

Edge Wealth Management’s Yelp YELP Stock Holding History

Edge Wealth Management’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
2020
Q1 		– Sell
-2,600
Closed -$91K – 688
2019
Q4 		$91K Hold
2,600
– – 0.02% 202
2019
Q3 		$90K Hold
2,600
– – 0.02% 198
2019
Q2 		$89K Hold
2,600
– – 0.02% 204
2019
Q1 		$90K Hold
2,600
– – 0.02% 190
2018
Q4 		$91K Hold
2,600
– – 0.03% 194
2018
Q3 		$128K Hold
2,600
– – 0.03% 181
2018
Q2 		$102K Hold
2,600
– – 0.03% 191
2018
Q1 		$109K Hold
2,600
– – 0.03% 157
2017
Q4 		$109K Hold
2,600
– – 0.03% 166
2017
Q3 		$112K Sell
2,600
-425
-14% -$16.4K 0.03% 162
2017
Q2 		$91K Buy
+3,025
New +$94.4K 0.03% 181

Other funds holding YELP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Edge Wealth Management's YELP Position: Q1 2020 in Review

Edge Wealth Management sold out of Yelp (YELP) in Q1 2020, closing a stake of 2,600 shares — an estimated $91K sold.

Edge Wealth Management first reported a position in YELP in Q2 2017 and held it in 11 quarters. The position peaked at $128K in Q3 2018. 223 funds tracked by Wall St. Rank hold YELP as of Q1 2020.

  • Edge Wealth Management reported no remaining Yelp position as of Q1 2020 after selling out during the quarter.
  • Edge Wealth Management sold 2,600 Yelp shares in Q1 2020, an estimated $91K.
  • Edge Wealth Management first reported a position in Yelp in Q2 2017 and held it in 11 quarters.
  • Edge Wealth Management's Yelp position peaked at $128K in Q3 2018.
  • 223 funds tracked by Wall St. Rank held Yelp as of Q1 2020.

Based on Edge Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.