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Executive Wealth Management’s Yelp YELP Stock Holding History

Executive 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
2019
Q3 		– Sell
-144
Closed -$5K – 834
2019
Q2 		$5K Hold
144
– – ﹤0.01% 729
2019
Q1 		$5K Hold
144
– – ﹤0.01% 660
2018
Q4 		$5K Buy
+144
New +$5.5K ﹤0.01% 689

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
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Executive Wealth Management's YELP Position: Q3 2019 in Review

Executive Wealth Management sold out of Yelp (YELP) in Q3 2019, closing a stake of 144 shares — an estimated $5K sold.

Executive Wealth Management first reported a position in YELP in Q4 2018 and held it in 3 quarters. The position peaked at $5K in Q2 2019. 251 funds tracked by Wall St. Rank hold YELP as of Q3 2019.

  • Executive Wealth Management reported no remaining Yelp position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 144 Yelp shares in Q3 2019, an estimated $5K.
  • Executive Wealth Management first reported a position in Yelp in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Yelp position peaked at $5K in Q2 2019.
  • 251 funds tracked by Wall St. Rank held Yelp as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.