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Ladenburg Thalmann Financial Services’s Yext YEXT Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$5K Buy
+387
New +$6K ﹤0.01% 4805
2019
Q1 		– Sell
-549
Closed -$8K – 5358
2018
Q4 		$8K Buy
549
+518
+1,671% +$9.14K ﹤0.01% 4411
2018
Q3 		$1K Buy
+31
New +$709 ﹤0.01% 5050

Other funds holding YEXT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
IFA
Invus Financial Advisors New York $89.2M AUM 10.79% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ladenburg Thalmann Financial Services's YEXT Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services opened a new position in Yext (YEXT) in Q4 2019: 387 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #4805 among its holdings. This is a return to the name: Ladenburg Thalmann Financial Services previously reported a position in YEXT as recently as Q4 2018.

Ladenburg Thalmann Financial Services first reported a position in YEXT in Q3 2018 and has held it in 3 quarters since. The position peaked at $8K in Q4 2018. 127 funds tracked by Wall St. Rank hold YEXT as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 387 shares of Yext worth $5K as of Q4 2019.
  • Yext was a new Ladenburg Thalmann Financial Services position in Q4 2019.
  • Yext made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4805 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Yext in Q3 2018 and has held it in 3 quarters since.
  • Ladenburg Thalmann Financial Services's Yext position peaked at $8K in Q4 2018.
  • 127 funds tracked by Wall St. Rank held Yext as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.