FGAM
YELP icon

Financial Gravity Asset Management’s Yelp YELP Stock Holding History

Financial Gravity Asset 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
2021
Q1 		– Sell
-1
Closed – – 898
2020
Q4 		$0 Buy
+1
New +$26 ﹤0.01% 682
2020
Q2 		– Sell
-8
Closed -$153 – 953
2020
Q1 		$153 Sell
8
-43
-84% -$1.31K ﹤0.01% 802
2019
Q4 		$35K Sell
51
-18
-26% -$611 0.02% 802
2019
Q3 		$2K Buy
69
+4
+6% +$138 ﹤0.01% 935
2019
Q2 		$2K Sell
65
-31
-32% -$1.07K ﹤0.01% 959
2019
Q1 		$3K Buy
+96
New +$3.47K ﹤0.01% 883

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Financial Gravity Asset Management's YELP Position: Q1 2021 in Review

Financial Gravity Asset Management sold out of Yelp (YELP) in Q1 2021, closing a stake of 1 share.

Financial Gravity Asset Management first reported a position in YELP in Q1 2019 and held it in 6 quarters. The position peaked at $35K in Q4 2019. 224 funds tracked by Wall St. Rank hold YELP as of Q1 2021.

  • Financial Gravity Asset Management reported no remaining Yelp position as of Q1 2021 after selling out during the quarter.
  • Financial Gravity Asset Management sold 1 Yelp share in Q1 2021.
  • Financial Gravity Asset Management first reported a position in Yelp in Q1 2019 and held it in 6 quarters.
  • Financial Gravity Asset Management's Yelp position peaked at $35K in Q4 2019.
  • 224 funds tracked by Wall St. Rank held Yelp as of Q1 2021.

Based on Financial Gravity Asset Management's 13F filing for Q1 2021, filed 17 May 2021.