HGWM
YELP icon

Harvest Group Wealth Management’s Yelp YELP Stock Holding History

Harvest Group Wealth Management’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
2020
Q1 		– Sell
-32
Closed -$1K – 1058
2019
Q4 		$1K Hold
32
– – ﹤0.01% 904
2019
Q3 		$1K Hold
32
– – ﹤0.01% 956
2019
Q2 		$1K Buy
+32
New +$1.11K ﹤0.01% 840

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
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Harvest Group Wealth Management's YELP Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Yelp (YELP) in Q1 2020, closing a stake of 32 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in YELP in Q2 2019 and held it in 3 quarters. The position peaked at $1K in Q4 2019. 223 funds tracked by Wall St. Rank hold YELP as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Yelp position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 32 Yelp shares in Q1 2020, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Yelp in Q2 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's Yelp position peaked at $1K in Q4 2019.
  • 223 funds tracked by Wall St. Rank held Yelp as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.