Next Financial Group’s Yext YEXT Stock Holding History

Next Financial Group’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
2021 Q2	–	Sell	-200	Closed	-$3K	–	2730
2021 Q1	$3K	Hold	200	–	–	﹤0.01%	2264
2020 Q4	$3K	Buy	200 +100	+100%	+$1.71K	﹤0.01%	2142
2020 Q3	$2K	Buy	+100	New	+$1.69K	﹤0.01%	2060

Other funds holding YEXT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IFA

Invus Financial Advisors New York $89.2M AUM 10.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Next Financial Group's YEXT Position: Q2 2021 in Review

Next Financial Group sold out of Yext (YEXT) in Q2 2021, closing a stake of 200 shares — an estimated $3K sold.

Next Financial Group first reported a position in YEXT in Q3 2020 and held it in 3 quarters. The position peaked at $3K in Q1 2021. 171 funds tracked by Wall St. Rank hold YEXT as of Q2 2021.

Next Financial Group reported no remaining Yext position as of Q2 2021 after selling out during the quarter.
Next Financial Group sold 200 Yext shares in Q2 2021, an estimated $3K.
Next Financial Group first reported a position in Yext in Q3 2020 and held it in 3 quarters.
Next Financial Group's Yext position peaked at $3K in Q1 2021.
171 funds tracked by Wall St. Rank held Yext as of Q2 2021.

Based on Next Financial Group's 13F filing for Q2 2021, filed 13 Jul 2021.