Icon Wealth Partners’s Yelp YELP Stock Holding History

Icon Wealth Partners’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
2019 Q2	–	Sell	-500	Closed	-$17K	–	792
2019 Q1	$17K	Buy	+500	New	+$18.1K	0.01%	595
2018 Q3	–	Sell	-500	Closed	-$20K	–	735
2018 Q2	$20K	Buy	+500	New	+$21.6K	0.01%	594
2018 Q1	–	Sell	-500	Closed	-$21K	–	747
2017 Q4	$21K	Buy	+500	New	+$22.2K	0.01%	607

Other funds holding YELP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $166B AUM 43.98% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

SEP

Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Icon Wealth Partners's YELP Position: Q2 2019 in Review

Icon Wealth Partners sold out of Yelp (YELP) in Q2 2019, closing a stake of 500 shares — an estimated $17K sold.

Icon Wealth Partners first reported a position in YELP in Q4 2017 and held it in 3 quarters. The position peaked at $21K in Q4 2017. 240 funds tracked by Wall St. Rank hold YELP as of Q2 2019.

Icon Wealth Partners reported no remaining Yelp position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 500 Yelp shares in Q2 2019, an estimated $17K.
Icon Wealth Partners first reported a position in Yelp in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's Yelp position peaked at $21K in Q4 2017.
240 funds tracked by Wall St. Rank held Yelp as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.