Impact Partnership Wealth’s Yext YEXT Stock Holding History

Impact Partnership Wealth’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	-200	Closed	-$1.27K	–	1108
2023 Q3	$1.27K	Buy	+200	New	+$1.71K	﹤0.01%	874

Other funds holding YEXT

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Impact Partnership Wealth's YEXT Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Yext (YEXT) in Q4 2023, closing a stake of 200 shares — an estimated $1.27K sold.

Impact Partnership Wealth first reported a position in YEXT in Q3 2023 and held it in 1 quarter. The position peaked at $1.27K in Q3 2023. 188 funds tracked by Wall St. Rank hold YEXT as of Q4 2023.

Impact Partnership Wealth reported no remaining Yext position as of Q4 2023 after selling out during the quarter.
Impact Partnership Wealth sold 200 Yext shares in Q4 2023, an estimated $1.27K.
Impact Partnership Wealth first reported a position in Yext in Q3 2023 and held it in 1 quarter.
Impact Partnership Wealth's Yext position peaked at $1.27K in Q3 2023.
188 funds tracked by Wall St. Rank held Yext as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.