Financial Consulate’s Yext YEXT Stock Holding History

Financial Consulate’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	-15,000	Closed	-$144K	–	125
2023 Q1	$144K	Hold	15,000	–	–	0.05%	121
2022 Q4	$98K	Hold	15,000	–	–	0.03%	133
2022 Q3	$67K	Hold	15,000	–	–	0.03%	116
2022 Q2	$72K	Hold	15,000	–	–	0.03%	121
2022 Q1	$103K	Buy	+15,000	New	+$114K	0.04%	129

Other funds holding YEXT

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 New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Consulate's YEXT Position: Q2 2023 in Review

Financial Consulate sold out of Yext (YEXT) in Q2 2023, closing a stake of 15,000 shares — an estimated $144K sold.

Financial Consulate first reported a position in YEXT in Q1 2022 and held it in 5 quarters. The position peaked at $144K in Q1 2023. 202 funds tracked by Wall St. Rank hold YEXT as of Q2 2023.

Financial Consulate reported no remaining Yext position as of Q2 2023 after selling out during the quarter.
Financial Consulate sold 15,000 Yext shares in Q2 2023, an estimated $144K.
Financial Consulate first reported a position in Yext in Q1 2022 and held it in 5 quarters.
Financial Consulate's Yext position peaked at $144K in Q1 2023.
202 funds tracked by Wall St. Rank held Yext as of Q2 2023.

Based on Financial Consulate's 13F filing for Q2 2023, filed 21 Jul 2023.