Moneta Group Investment Advisors’s Yext YEXT Stock Holding History

Moneta Group Investment 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
2025 Q2	$118K	Sell
2025 Q1	$125K	Buy
2024 Q4	$128K	Hold
2024 Q3	$139K	Buy
2024 Q2	$93.7K	Buy
2024 Q1	$105K	Hold
2023 Q4	$102K	Buy
2023 Q3	$92.9K	Sell
2023 Q2	$166K	Buy
2023 Q1	$134K	Buy