Invus Financial Advisors’s Yext YEXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,146,785
| Closed | -$25.8M | – | 9 |
|
|
2021
Q3 | $25.8M | Hold |
2,146,785
| – | – | 6.92% | 6 |
|
|
2021
Q2 | $30.7M | Hold |
2,146,785
| – | – | 6.11% | 6 |
|
|
2021
Q1 | $31.1M | Sell |
2,146,785
-318,523
| -13% | -$4.61M | 7.12% | 5 |
|
|
2020
Q4 | $38.8M | Sell |
2,465,308
-815,577
| -25% | -$12.8M | 16.2% | 4 |
|
|
2020
Q3 | $49.8M | Sell |
3,280,885
-865,899
| -21% | -$13.1M | 23.96% | 2 |
|
|
2020
Q2 | $68.9M | Hold |
4,146,784
| – | – | 24.89% | 2 |
|
|
2020
Q1 | $42.3M | Hold |
4,146,784
| – | – | 20.74% | 2 |
|
|
2019
Q4 | $59.8M | Buy |
+4,146,784
| New | +$59.8M | 30.33% | 2 |
|