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Global Financial Private Client’s Yelp YELP Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-6
Closed -$222 – 1639
2025
Q1 		$222 Buy
6
+4
+200% +$150 ﹤0.01% 1512
2024
Q4 		$77 Buy
+2
New +$73 ﹤0.01% 1533

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Global Financial Private Client's YELP Position: Q2 2025 in Review

Global Financial Private Client sold out of Yelp (YELP) in Q2 2025, closing a stake of 6 shares — an estimated $222 sold.

Global Financial Private Client first reported a position in YELP in Q4 2024 and held it in 2 quarters. The position peaked at $222 in Q1 2025. 333 funds tracked by Wall St. Rank hold YELP as of Q2 2025.

  • Global Financial Private Client reported no remaining Yelp position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 6 Yelp shares in Q2 2025, an estimated $222.
  • Global Financial Private Client first reported a position in Yelp in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Yelp position peaked at $222 in Q1 2025.
  • 333 funds tracked by Wall St. Rank held Yelp as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.