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Global Wealth Management Investment Advisory’s Yeti Holdings YETI Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio YETI Stock Details YETI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-698
Closed -$30K – 497
2022
Q2 		$30K Sell
698
-50
-7% -$2.43K 0.01% 212
2022
Q1 		$45K Buy
748
+300
+67% +$19.4K 0.01% 200
2021
Q4 		$37K Buy
448
+414
+1,218% +$38K 0.01% 211
2021
Q3 		$3K Buy
+34
New +$3.29K ﹤0.01% 404

Other funds holding YETI

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Global Wealth Management Investment Advisory's YETI Position: Q3 2022 in Review

Global Wealth Management Investment Advisory sold out of Yeti Holdings (YETI) in Q3 2022, closing a stake of 698 shares — an estimated $30K sold.

Global Wealth Management Investment Advisory first reported a position in YETI in Q3 2021 and held it in 4 quarters. The position peaked at $45K in Q1 2022. 345 funds tracked by Wall St. Rank hold YETI as of Q3 2022.

  • Global Wealth Management Investment Advisory reported no remaining Yeti Holdings position as of Q3 2022 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 698 Yeti Holdings shares in Q3 2022, an estimated $30K.
  • Global Wealth Management Investment Advisory first reported a position in Yeti Holdings in Q3 2021 and held it in 4 quarters.
  • Global Wealth Management Investment Advisory's Yeti Holdings position peaked at $45K in Q1 2022.
  • 345 funds tracked by Wall St. Rank held Yeti Holdings as of Q3 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2022, filed 19 Oct 2022.