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Edge Wealth Management’s Yext YEXT Stock Holding History

Edge Wealth Management’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
2020
Q1 		– Sell
-6,175
Closed -$88K – 689
2019
Q4 		$88K Hold
6,175
– – 0.02% 209
2019
Q3 		$98K Hold
6,175
– – 0.02% 194
2019
Q2 		$124K Hold
6,175
– – 0.03% 178
2019
Q1 		$134K Hold
6,175
– – 0.03% 165
2018
Q4 		$92K Buy
+6,175
New +$109K 0.03% 191

Other funds holding YEXT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IFA
Invus Financial Advisors New York $89.2M AUM 10.79% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Edge Wealth Management sold out of Yext (YEXT) in Q1 2020, closing a stake of 6,175 shares — an estimated $88K sold.

Edge Wealth Management first reported a position in YEXT in Q4 2018 and held it in 5 quarters. The position peaked at $134K in Q1 2019. 121 funds tracked by Wall St. Rank hold YEXT as of Q1 2020.

  • Edge Wealth Management reported no remaining Yext position as of Q1 2020 after selling out during the quarter.
  • Edge Wealth Management sold 6,175 Yext shares in Q1 2020, an estimated $88K.
  • Edge Wealth Management first reported a position in Yext in Q4 2018 and held it in 5 quarters.
  • Edge Wealth Management's Yext position peaked at $134K in Q1 2019.
  • 121 funds tracked by Wall St. Rank held Yext as of Q1 2020.

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