NFG
YELP icon

Next Financial Group’s Yelp YELP Stock Holding History

Next Financial Group’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
2021
Q4 		$1K Hold
22
– – ﹤0.01% 2818
2021
Q3 		$1K Hold
22
– – ﹤0.01% 2700
2021
Q2 		$1K Sell
22
-200
-90% -$7.94K ﹤0.01% 2580
2021
Q1 		$9K Buy
+222
New +$8.07K ﹤0.01% 1929
2016
Q4 		– Sell
-100
Closed -$4K – 2494
2016
Q3 		$4K Buy
+100
New +$3.5K ﹤0.01% 2023
2015
Q1 		– Sell
-150
Closed -$8K – 1978
2014
Q4 		$8K Sell
150
-100
-40% -$5.91K ﹤0.01% 1345
2014
Q3 		$17K Buy
+250
New +$18.6K ﹤0.01% 1515

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
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TGM
Tenzing Global Management San Francisco, California $121M AUM 85.62% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Next Financial Group's YELP Position: Q4 2021 in Review

Next Financial Group held its Yelp (YELP) position steady in Q4 2021 at 22 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2818.

Next Financial Group first reported a position in YELP in Q3 2014 and has held it in 7 quarters since. The position peaked at $17K in Q3 2014. 246 funds tracked by Wall St. Rank hold YELP as of Q4 2021.

  • Next Financial Group held 22 shares of Yelp worth $1K as of Q4 2021.
  • Next Financial Group left its Yelp share count unchanged in Q4 2021.
  • Yelp made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2818 holding.
  • Next Financial Group first reported a position in Yelp in Q3 2014 and has held it in 7 quarters since.
  • Next Financial Group's Yelp position peaked at $17K in Q3 2014.
  • 246 funds tracked by Wall St. Rank held Yelp as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.