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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Yeti Holdings YETI Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio YETI Stock Details YETI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-24
Closed -$960 – 333
2023
Q1 		$960 Buy
+24
New +$991 ﹤0.01% 301

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BlackRock
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s YETI Position: Q2 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Yeti Holdings (YETI) in Q2 2023, closing a stake of 24 shares — an estimated $960 sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in YETI in Q1 2023 and held it in 1 quarter. The position peaked at $960 in Q1 2023. 345 funds tracked by Wall St. Rank hold YETI as of Q2 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Yeti Holdings position as of Q2 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 24 Yeti Holdings shares in Q2 2023, an estimated $960.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Yeti Holdings in Q1 2023 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Yeti Holdings position peaked at $960 in Q1 2023.
  • 345 funds tracked by Wall St. Rank held Yeti Holdings as of Q2 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2023, filed 7 Aug 2026.