FWM
YEXT icon

Focused Wealth Management’s Yext YEXT Stock Holding History

Focused Wealth Management’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
2021
Q1 		– Sell
-1,144
Closed -$18K – 1022
2020
Q4 		$18K Sell
1,144
-1,144
-50% -$19.6K ﹤0.01% 480
2020
Q3 		$35K Buy
2,288
+1,144
+100% +$19.3K 0.01% 359
2020
Q2 		$19K Hold
1,144
– – ﹤0.01% 420
2020
Q1 		$12K Sell
1,144
-22,150
-95% -$318K ﹤0.01% 441
2019
Q4 		$336K Buy
23,294
+1,075
+5% +$16.7K 0.08% 105
2019
Q3 		$353K Buy
22,219
+19,275
+655% +$367K 0.1% 94
2019
Q2 		$59K Buy
+2,944
New +$60.6K 0.02% 306

Other funds holding YEXT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFA
Invus Financial Advisors New York $89.2M AUM 10.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Focused Wealth Management's YEXT Position: Q1 2021 in Review

Focused Wealth Management sold out of Yext (YEXT) in Q1 2021, closing a stake of 1,144 shares — an estimated $18K sold.

Focused Wealth Management first reported a position in YEXT in Q2 2019 and held it in 7 quarters. The position peaked at $353K in Q3 2019. 150 funds tracked by Wall St. Rank hold YEXT as of Q1 2021.

  • Focused Wealth Management reported no remaining Yext position as of Q1 2021 after selling out during the quarter.
  • Focused Wealth Management sold 1,144 Yext shares in Q1 2021, an estimated $18K.
  • Focused Wealth Management first reported a position in Yext in Q2 2019 and held it in 7 quarters.
  • Focused Wealth Management's Yext position peaked at $353K in Q3 2019.
  • 150 funds tracked by Wall St. Rank held Yext as of Q1 2021.

Based on Focused Wealth Management's 13F filing for Q1 2021, filed 3 May 2021.