Frisch Financial Group’s Yext YEXT Stock Holding History

Frisch Financial Group’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
2019 Q3	–	Sell	-10,084	Closed	-$203K	–	106
2019 Q2	$203K	Hold	10,084	–	–	0.14%	95
2019 Q1	$220K	Hold	10,084	–	–	0.13%	98
2018 Q4	$150K	Buy	+10,084	New	+$178K	0.1%	95

Other funds holding YEXT

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Frisch Financial Group's YEXT Position: Q3 2019 in Review

Frisch Financial Group sold out of Yext (YEXT) in Q3 2019, closing a stake of 10,084 shares — an estimated $203K sold.

Frisch Financial Group first reported a position in YEXT in Q4 2018 and held it in 3 quarters. The position peaked at $220K in Q1 2019. 138 funds tracked by Wall St. Rank hold YEXT as of Q3 2019.

Frisch Financial Group reported no remaining Yext position as of Q3 2019 after selling out during the quarter.
Frisch Financial Group sold 10,084 Yext shares in Q3 2019, an estimated $203K.
Frisch Financial Group first reported a position in Yext in Q4 2018 and held it in 3 quarters.
Frisch Financial Group's Yext position peaked at $220K in Q1 2019.
138 funds tracked by Wall St. Rank held Yext as of Q3 2019.

Based on Frisch Financial Group's 13F filing for Q3 2019, filed 5 Nov 2019.