Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-133
Closed -$5K 1066
2022
Q3
$5K Hold
133
﹤0.01% 681
2022
Q2
$4K Sell
133
-15
-10% -$466 ﹤0.01% 739
2022
Q1
$5K Sell
148
-35
-19% -$1.2K ﹤0.01% 680
2021
Q4
$7K Hold
183
﹤0.01% 606
2021
Q3
$7K Hold
183
﹤0.01% 573
2021
Q2
$7K Buy
183
+32
+21% +$1.27K ﹤0.01% 552
2021
Q1
$6K Buy
151
+105
+228% +$3.82K ﹤0.01% 592
2020
Q4
$2K Buy
46
+9
+24% +$236 ﹤0.01% 846
2020
Q3
$1K Hold
37
﹤0.01% 806
2020
Q2
$1K Buy
37
+16
+76% +$349 ﹤0.01% 779
2020
Q1
$0 Sell
21
-1
-5% -$30 ﹤0.01% 894
2019
Q4
$1K Buy
+22
New +$747 ﹤0.01% 800

Other funds holding YELP

Howe & Rusling's YELP Position: Q4 2022 in Review

Howe & Rusling sold out of Yelp (YELP) in Q4 2022, closing a stake of 133 shares — an estimated $5K sold.

Howe & Rusling first reported a position in YELP in Q4 2019 and held it in 12 quarters. The position peaked at $7K in Q4 2021. 243 funds tracked by Wall St. Rank hold YELP as of Q4 2022.

  • Howe & Rusling reported no remaining Yelp position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 133 Yelp shares in Q4 2022, an estimated $5K.
  • Howe & Rusling first reported a position in Yelp in Q4 2019 and held it in 12 quarters.
  • Howe & Rusling's Yelp position peaked at $7K in Q4 2021.
  • 243 funds tracked by Wall St. Rank held Yelp as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.