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Ellevest Inc’s Yext YEXT Stock Holding History

Ellevest Inc’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
2023
Q2 		– Sell
-81
Closed -$778 – 1668
2023
Q1 		$778 Hold
81
– – ﹤0.01% 1614
2022
Q4 		$529 Buy
+81
New +$442 ﹤0.01% 1608
2021
Q3 		– Sell
-415
Closed -$6K – 1605
2021
Q2 		$6K Hold
415
– – ﹤0.01% 879
2021
Q1 		$6K Sell
415
-46
-10% -$768 ﹤0.01% 886
2020
Q4 		$7K Buy
461
+40
+10% +$684 ﹤0.01% 796
2020
Q3 		$6K Buy
421
+6
+1% +$101 ﹤0.01% 747
2020
Q2 		$7K Hold
415
– – ﹤0.01% 695
2020
Q1 		$4K Buy
+415
New +$5.95K ﹤0.01% 688

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ellevest Inc's YEXT Position: Q2 2023 in Review

Ellevest Inc sold out of Yext (YEXT) in Q2 2023, closing a stake of 81 shares — an estimated $778 sold.

Ellevest Inc first reported a position in YEXT in Q1 2020 and held it in 8 quarters. The position peaked at $7K in Q4 2020. 202 funds tracked by Wall St. Rank hold YEXT as of Q2 2023.

  • Ellevest Inc reported no remaining Yext position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 81 Yext shares in Q2 2023, an estimated $778.
  • Ellevest Inc first reported a position in Yext in Q1 2020 and held it in 8 quarters.
  • Ellevest Inc's Yext position peaked at $7K in Q4 2020.
  • 202 funds tracked by Wall St. Rank held Yext as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.