Genovese Burford & Brothers Wealth & Retirement Plan Management’s Yext YEXT Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2018 Q3	–	Sell	-750	Closed	-$15K	–	390
2018 Q2	$15K	Hold	750	–	–	0.01%	288
2018 Q1	$9K	Hold	750	–	–	﹤0.01%	330
2017 Q4	$10K	Hold	750	–	–	0.03%	185
2017 Q3	$9K	Hold	750	–	–	﹤0.01%	292
2017 Q2	$9K	Buy	+750	New	+$10.1K	﹤0.01%	284

Other funds holding YEXT

Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $7.88B AUM 6.82% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

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

Genovese Burford & Brothers Wealth & Retirement Plan Management's YEXT Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Yext (YEXT) in Q3 2018, closing a stake of 750 shares — an estimated $15K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in YEXT in Q2 2017 and held it in 5 quarters. The position peaked at $15K in Q2 2018. 140 funds tracked by Wall St. Rank hold YEXT as of Q3 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Yext position as of Q3 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 750 Yext shares in Q3 2018, an estimated $15K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Yext in Q2 2017 and held it in 5 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's Yext position peaked at $15K in Q2 2018.
140 funds tracked by Wall St. Rank held Yext as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.