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LGT Financial Advisors’s Yelp YELP Stock Holding History

LGT 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
2025
Q1 		– Sell
-265
Closed -$10.3K – 741
2024
Q4 		$10.3K Hold
265
– – 0.02% 429
2024
Q3 		$9.3K Hold
265
– – 0.02% 431
2024
Q2 		$9.79K Hold
265
– – 0.02% 475
2024
Q1 		$10.4K Hold
265
– – 0.01% 488
2023
Q4 		$12.5K Hold
265
– – 0.02% 443
2023
Q3 		$11K Buy
+265
New +$11.1K 0.01% 462

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

LGT Financial Advisors's YELP Position: Q1 2025 in Review

LGT Financial Advisors sold out of Yelp (YELP) in Q1 2025, closing a stake of 265 shares — an estimated $10.3K sold.

LGT Financial Advisors first reported a position in YELP in Q3 2023 and held it in 6 quarters. The position peaked at $12.5K in Q4 2023. 319 funds tracked by Wall St. Rank hold YELP as of Q1 2025.

  • LGT Financial Advisors reported no remaining Yelp position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 265 Yelp shares in Q1 2025, an estimated $10.3K.
  • LGT Financial Advisors first reported a position in Yelp in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Yelp position peaked at $12.5K in Q4 2023.
  • 319 funds tracked by Wall St. Rank held Yelp as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.