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Kingswood Wealth Advisors’s Yext YEXT Stock Holding History

Kingswood 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
2024
Q3 		– Sell
-50,500
Closed -$270K – 769
2024
Q2 		$270K Buy
+50,500
New +$272K 0.02% 552

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 $408M AUM 4.05% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kingswood Wealth Advisors's YEXT Position: Q3 2024 in Review

Kingswood Wealth Advisors sold out of Yext (YEXT) in Q3 2024, closing a stake of 50,500 shares — an estimated $270K sold.

Kingswood Wealth Advisors first reported a position in YEXT in Q2 2024 and held it in 1 quarter. The position peaked at $270K in Q2 2024. 179 funds tracked by Wall St. Rank hold YEXT as of Q3 2024.

  • Kingswood Wealth Advisors reported no remaining Yext position as of Q3 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 50,500 Yext shares in Q3 2024, an estimated $270K.
  • Kingswood Wealth Advisors first reported a position in Yext in Q2 2024 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Yext position peaked at $270K in Q2 2024.
  • 179 funds tracked by Wall St. Rank held Yext as of Q3 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.