Geneos Wealth Management’s Yext YEXT Stock Holding History

Geneos 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
2019 Q4	–	Sell	-500	Closed	-$7K	–	2592
2019 Q3	$7K	Hold	500	–	–	﹤0.01%	2030
2019 Q2	$10K	Hold	500	–	–	﹤0.01%	1922
2019 Q1	$10K	Hold	500	–	–	﹤0.01%	1854
2018 Q4	$7K	Hold	500	–	–	﹤0.01%	1909
2018 Q3	$11K	Hold	500	–	–	﹤0.01%	1822
2018 Q2	$9K	Buy	+500	New	+$7.67K	﹤0.01%	1772

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Geneos Wealth Management's YEXT Position: Q4 2019 in Review

Geneos Wealth Management sold out of Yext (YEXT) in Q4 2019, closing a stake of 500 shares — an estimated $7K sold.

Geneos Wealth Management first reported a position in YEXT in Q2 2018 and held it in 6 quarters. The position peaked at $11K in Q3 2018. 127 funds tracked by Wall St. Rank hold YEXT as of Q4 2019.

Geneos Wealth Management reported no remaining Yext position as of Q4 2019 after selling out during the quarter.
Geneos Wealth Management sold 500 Yext shares in Q4 2019, an estimated $7K.
Geneos Wealth Management first reported a position in Yext in Q2 2018 and held it in 6 quarters.
Geneos Wealth Management's Yext position peaked at $11K in Q3 2018.
127 funds tracked by Wall St. Rank held Yext as of Q4 2019.

Based on Geneos Wealth Management's 13F filing for Q4 2019, filed 7 Sep 2021.