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Icon Wealth Partners’s Yeti Holdings YETI Stock Holding History

Icon Wealth Partners’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
2020
Q3 		– Sell
-7,107
Closed -$304K – 319
2020
Q2 		$304K Buy
+7,107
New +$214K 0.07% 185

Other funds holding YETI

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Icon Wealth Partners's YETI Position: Q3 2020 in Review

Icon Wealth Partners sold out of Yeti Holdings (YETI) in Q3 2020, closing a stake of 7,107 shares — an estimated $304K sold.

Icon Wealth Partners first reported a position in YETI in Q2 2020 and held it in 1 quarter. The position peaked at $304K in Q2 2020. 294 funds tracked by Wall St. Rank hold YETI as of Q3 2020.

  • Icon Wealth Partners reported no remaining Yeti Holdings position as of Q3 2020 after selling out during the quarter.
  • Icon Wealth Partners sold 7,107 Yeti Holdings shares in Q3 2020, an estimated $304K.
  • Icon Wealth Partners first reported a position in Yeti Holdings in Q2 2020 and held it in 1 quarter.
  • Icon Wealth Partners's Yeti Holdings position peaked at $304K in Q2 2020.
  • 294 funds tracked by Wall St. Rank held Yeti Holdings as of Q3 2020.

Based on Icon Wealth Partners's 13F filing for Q3 2020, filed 22 Oct 2020.