GWS
YEXT icon

Glassman Wealth Services’s Yext YEXT Stock Holding History

Glassman Wealth Services’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
2022
Q2 		– Sell
-80
Closed -$1K – 2047
2022
Q1 		$1K Buy
+80
New +$611 ﹤0.01% 1561
2021
Q4 		– Sell
-34
Closed – – 1965
2021
Q3 		$0 Buy
34
+21
+162% +$271 ﹤0.01% 1846
2021
Q2 		$0 Buy
+13
New +$181 ﹤0.01% 1688

Other funds holding YEXT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Glassman Wealth Services's YEXT Position: Q2 2022 in Review

Glassman Wealth Services sold out of Yext (YEXT) in Q2 2022, closing a stake of 80 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in YEXT in Q2 2021 and held it in 3 quarters. The position peaked at $1K in Q1 2022. 158 funds tracked by Wall St. Rank hold YEXT as of Q2 2022.

  • Glassman Wealth Services reported no remaining Yext position as of Q2 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 80 Yext shares in Q2 2022, an estimated $1K.
  • Glassman Wealth Services first reported a position in Yext in Q2 2021 and held it in 3 quarters.
  • Glassman Wealth Services's Yext position peaked at $1K in Q1 2022.
  • 158 funds tracked by Wall St. Rank held Yext as of Q2 2022.

Based on Glassman Wealth Services's 13F filing for Q2 2022, filed 4 Aug 2022.