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New Wave Wealth Advisors’s Yelp YELP Stock Holding History

New Wave Wealth 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
-15
Closed -$581 – 695
2024
Q4 		$581 Buy
+15
New +$547 ﹤0.01% 661

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

New Wave Wealth Advisors's YELP Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Yelp (YELP) in Q1 2025, closing a stake of 15 shares — an estimated $581 sold.

New Wave Wealth Advisors first reported a position in YELP in Q4 2024 and held it in 1 quarter. The position peaked at $581 in Q4 2024. 319 funds tracked by Wall St. Rank hold YELP as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Yelp position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 15 Yelp shares in Q1 2025, an estimated $581.
  • New Wave Wealth Advisors first reported a position in Yelp in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Yelp position peaked at $581 in Q4 2024.
  • 319 funds tracked by Wall St. Rank held Yelp as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.