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Invus Financial Advisors’s Yext YEXT Stock Holding History

Invus Financial Advisors’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
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% -$5.32M 7.12% 5
2020
Q4 		$38.8M Sell
2,465,308
-815,577
-25% -$13.9M 16.2% 4
2020
Q3 		$49.8M Sell
3,280,885
-865,899
-21% -$14.6M 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 +$64.3M 30.33% 2

Other funds holding YEXT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return

Invus Financial Advisors's YEXT Position: Q4 2021 in Review

Invus Financial Advisors sold out of Yext (YEXT) in Q4 2021, closing a stake of 2,146,785 shares — an estimated $25.8M sold.

Invus Financial Advisors first reported a position in YEXT in Q4 2019 and held it in 8 quarters. The position peaked at $68.9M in Q2 2020. 163 funds tracked by Wall St. Rank hold YEXT as of Q4 2021.

  • Invus Financial Advisors reported no remaining Yext position as of Q4 2021 after selling out during the quarter.
  • Invus Financial Advisors sold 2,146,785 Yext shares in Q4 2021, an estimated $25.8M.
  • Invus Financial Advisors first reported a position in Yext in Q4 2019 and held it in 8 quarters.
  • Invus Financial Advisors's Yext position peaked at $68.9M in Q2 2020.
  • 163 funds tracked by Wall St. Rank held Yext as of Q4 2021.

Based on Invus Financial Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.