Legacy Financial Advisors’s Yelp YELP Stock Holding History

Legacy Financial Advisors’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
2019 Q2	–	Sell	-902	Closed	-$31K	–	929
2019 Q1	$31K	Buy	+902	New	+$32.6K	0.01%	371

Other funds holding YELP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

SEP

Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Legacy Financial Advisors's YELP Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Yelp (YELP) in Q2 2019, closing a stake of 902 shares — an estimated $31K sold.

Legacy Financial Advisors first reported a position in YELP in Q1 2019 and held it in 1 quarter. The position peaked at $31K in Q1 2019. 240 funds tracked by Wall St. Rank hold YELP as of Q2 2019.

Legacy Financial Advisors reported no remaining Yelp position as of Q2 2019 after selling out during the quarter.
Legacy Financial Advisors sold 902 Yelp shares in Q2 2019, an estimated $31K.
Legacy Financial Advisors first reported a position in Yelp in Q1 2019 and held it in 1 quarter.
Legacy Financial Advisors's Yelp position peaked at $31K in Q1 2019.
240 funds tracked by Wall St. Rank held Yelp as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.