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Glassman Wealth Services’s Yelp YELP Stock Holding History

Glassman Wealth Services’s Portfolio YELP Stock Details YELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-59
Closed -$2.79K – 1871
2023
Q4 		$2.79K Hold
59
– – ﹤0.01% 1250
2023
Q3 		$2.45K Hold
59
– – ﹤0.01% 1271
2023
Q2 		$2.15K Buy
+59
New +$1.9K ﹤0.01% 1224

Other funds holding YELP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Glassman Wealth Services's YELP Position: Q1 2024 in Review

Glassman Wealth Services sold out of Yelp (YELP) in Q1 2024, closing a stake of 59 shares — an estimated $2.79K sold.

Glassman Wealth Services first reported a position in YELP in Q2 2023 and held it in 3 quarters. The position peaked at $2.79K in Q4 2023. 283 funds tracked by Wall St. Rank hold YELP as of Q1 2024.

  • Glassman Wealth Services reported no remaining Yelp position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 59 Yelp shares in Q1 2024, an estimated $2.79K.
  • Glassman Wealth Services first reported a position in Yelp in Q2 2023 and held it in 3 quarters.
  • Glassman Wealth Services's Yelp position peaked at $2.79K in Q4 2023.
  • 283 funds tracked by Wall St. Rank held Yelp as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.