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Heritage Wealth Advisors’s Yext YEXT Stock Holding History

Heritage Wealth Advisors’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
2023
Q4 		– Sell
-70
Closed -$443 – 596
2023
Q3 		$443 Hold
70
– – ﹤0.01% 487
2023
Q2 		$792 Hold
70
– – ﹤0.01% 517
2023
Q1 		$673 Hold
70
– – ﹤0.01% 540
2022
Q4 		$457 Hold
70
– – ﹤0.01% 535
2022
Q3 		$312 Hold
70
– – ﹤0.01% 514
2022
Q2 		$0 Hold
70
– – ﹤0.01% 586
2022
Q1 		$0 Hold
70
– – ﹤0.01% 564
2021
Q4 		$1K Hold
70
– – ﹤0.01% 533
2021
Q3 		$842 Hold
70
– – ﹤0.01% 515
2021
Q2 		$1K Buy
+70
New +$974 ﹤0.01% 528

Other funds holding YEXT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Advisors's YEXT Position: Q4 2023 in Review

Heritage Wealth Advisors sold out of Yext (YEXT) in Q4 2023, closing a stake of 70 shares — an estimated $443 sold.

Heritage Wealth Advisors first reported a position in YEXT in Q2 2021 and held it in 10 quarters. The position peaked at $1K in Q4 2021. 188 funds tracked by Wall St. Rank hold YEXT as of Q4 2023.

  • Heritage Wealth Advisors reported no remaining Yext position as of Q4 2023 after selling out during the quarter.
  • Heritage Wealth Advisors sold 70 Yext shares in Q4 2023, an estimated $443.
  • Heritage Wealth Advisors first reported a position in Yext in Q2 2021 and held it in 10 quarters.
  • Heritage Wealth Advisors's Yext position peaked at $1K in Q4 2021.
  • 188 funds tracked by Wall St. Rank held Yext as of Q4 2023.

Based on Heritage Wealth Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.