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Janiczek Wealth Management’s Yelp YELP Stock Holding History

Janiczek Wealth Management’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
2022
Q2 		– Sell
-122
Closed -$4K – 1089
2022
Q1 		$4K Sell
122
-89
-42% -$3.06K ﹤0.01% 715
2021
Q4 		$8K Sell
211
-24
-10% -$901 ﹤0.01% 630
2021
Q3 		$9K Buy
235
+101
+75% +$3.83K ﹤0.01% 598
2021
Q2 		$5K Buy
134
+26
+24% +$1.03K ﹤0.01% 676
2021
Q1 		$4K Buy
+108
New +$3.93K ﹤0.01% 683

Other funds holding YELP

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
TGM
Tenzing Global Management San Francisco, California $121M AUM 85.62% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Janiczek Wealth Management's YELP Position: Q2 2022 in Review

Janiczek Wealth Management sold out of Yelp (YELP) in Q2 2022, closing a stake of 122 shares — an estimated $4K sold.

Janiczek Wealth Management first reported a position in YELP in Q1 2021 and held it in 5 quarters. The position peaked at $9K in Q3 2021. 221 funds tracked by Wall St. Rank hold YELP as of Q2 2022.

  • Janiczek Wealth Management reported no remaining Yelp position as of Q2 2022 after selling out during the quarter.
  • Janiczek Wealth Management sold 122 Yelp shares in Q2 2022, an estimated $4K.
  • Janiczek Wealth Management first reported a position in Yelp in Q1 2021 and held it in 5 quarters.
  • Janiczek Wealth Management's Yelp position peaked at $9K in Q3 2021.
  • 221 funds tracked by Wall St. Rank held Yelp as of Q2 2022.

Based on Janiczek Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.