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Kingsview Wealth Management’s Yelp YELP Stock Holding History

Kingsview 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
2021
Q3 		– Sell
-6,879
Closed -$281K – 1023
2021
Q2 		$281K Buy
6,879
+106
+2% +$4.21K 0.01% 713
2021
Q1 		$281K Buy
6,773
+110
+2% +$4K 0.02% 669
2020
Q4 		$218K Buy
+6,663
New +$175K 0.02% 622

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
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
TGM
Tenzing Global Management San Francisco, California $121M AUM 85.62% 1-Year Est. Return

Kingsview Wealth Management's YELP Position: Q3 2021 in Review

Kingsview Wealth Management sold out of Yelp (YELP) in Q3 2021, closing a stake of 6,879 shares — an estimated $281K sold.

Kingsview Wealth Management first reported a position in YELP in Q4 2020 and held it in 3 quarters. The position peaked at $281K in Q2 2021. 233 funds tracked by Wall St. Rank hold YELP as of Q3 2021.

  • Kingsview Wealth Management reported no remaining Yelp position as of Q3 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 6,879 Yelp shares in Q3 2021, an estimated $281K.
  • Kingsview Wealth Management first reported a position in Yelp in Q4 2020 and held it in 3 quarters.
  • Kingsview Wealth Management's Yelp position peaked at $281K in Q2 2021.
  • 233 funds tracked by Wall St. Rank held Yelp as of Q3 2021.

Based on Kingsview Wealth Management's 13F filing for Q3 2021, filed 3 Dec 2021.