Level Financial Advisors’s Yelp YELP Stock Holding History

Level 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
2022 Q3	–	Sell	-30	Closed	-$1K	–	356
2022 Q2	$1K	Buy	+30	New	+$932	﹤0.01%	293

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TGM

Tenzing Global Management San Francisco, California $121M AUM 85.62% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Level Financial Advisors's YELP Position: Q3 2022 in Review

Level Financial Advisors sold out of Yelp (YELP) in Q3 2022, closing a stake of 30 shares — an estimated $1K sold.

Level Financial Advisors first reported a position in YELP in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 233 funds tracked by Wall St. Rank hold YELP as of Q3 2022.

Level Financial Advisors reported no remaining Yelp position as of Q3 2022 after selling out during the quarter.
Level Financial Advisors sold 30 Yelp shares in Q3 2022, an estimated $1K.
Level Financial Advisors first reported a position in Yelp in Q2 2022 and held it in 1 quarter.
Level Financial Advisors's Yelp position peaked at $1K in Q2 2022.
233 funds tracked by Wall St. Rank held Yelp as of Q3 2022.

Based on Level Financial Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.