Fortis Advisors’s Yext YEXT Stock Holding History

Fortis Advisors’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
2020 Q2	–	Sell	-100	Closed	-$1K	–	334
2020 Q1	$1K	Hold	100	–	–	﹤0.01%	316
2019 Q4	$1K	Hold	100	–	–	﹤0.01%	305
2019 Q3	$2K	Hold	100	–	–	﹤0.01%	297
2019 Q2	$2K	Hold	100	–	–	﹤0.01%	322
2019 Q1	$2K	Hold	100	–	–	﹤0.01%	309
2018 Q4	$1K	Hold	100	–	–	﹤0.01%	298
2018 Q3	$2K	Buy	+100	New	+$2.29K	﹤0.01%	292

Other funds holding YEXT

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

IFA

Invus Financial Advisors New York $89.2M AUM 10.79% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Fortis Advisors's YEXT Position: Q2 2020 in Review

Fortis Advisors sold out of Yext (YEXT) in Q2 2020, closing a stake of 100 shares — an estimated $1K sold.

Fortis Advisors first reported a position in YEXT in Q3 2018 and held it in 7 quarters. The position peaked at $2K in Q3 2019. 146 funds tracked by Wall St. Rank hold YEXT as of Q2 2020.

Fortis Advisors reported no remaining Yext position as of Q2 2020 after selling out during the quarter.
Fortis Advisors sold 100 Yext shares in Q2 2020, an estimated $1K.
Fortis Advisors first reported a position in Yext in Q3 2018 and held it in 7 quarters.
Fortis Advisors's Yext position peaked at $2K in Q3 2019.
146 funds tracked by Wall St. Rank held Yext as of Q2 2020.

Based on Fortis Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.