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JP Morgan Private Wealth Advisors’s Yext YEXT Stock Holding History

JP Morgan Private Wealth 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
2023
Q2 		– Sell
-13,109
Closed -$126K – 1934
2023
Q1 		$126K Sell
13,109
-744
-5% -$5.73K ﹤0.01% 1887
2022
Q4 		$90.5K Buy
+13,853
New +$75.5K ﹤0.01% 1885

Other funds holding YEXT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $550M AUM 11.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Private Wealth Advisors's YEXT Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Yext (YEXT) in Q2 2023, closing a stake of 13,109 shares — an estimated $126K sold.

JP Morgan Private Wealth Advisors first reported a position in YEXT in Q4 2022 and held it in 2 quarters. The position peaked at $126K in Q1 2023. 202 funds tracked by Wall St. Rank hold YEXT as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Yext position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 13,109 Yext shares in Q2 2023, an estimated $126K.
  • JP Morgan Private Wealth Advisors first reported a position in Yext in Q4 2022 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's Yext position peaked at $126K in Q1 2023.
  • 202 funds tracked by Wall St. Rank held Yext as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.