Oppenheimer & Co’s Yext YEXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-42,414
| Closed | -$480K | – | 1479 |
|
|
2023
Q2 | $480K | Hold |
42,414
| – | – | 0.01% | 993 |
|
|
2023
Q1 | $408K | Sell |
42,414
-1,948
| -4% | -$18.7K | 0.01% | 1014 |
|
|
2022
Q4 | $290K | Sell |
44,362
-63,900
| -59% | -$417K | 0.01% | 1098 |
|
|
2022
Q3 | $483K | Sell |
108,262
-3,000
| -3% | -$13.4K | 0.01% | 913 |
|
|
2022
Q2 | $531K | Hold |
111,262
| – | – | 0.01% | 897 |
|
|
2022
Q1 | $767K | Hold |
111,262
| – | – | 0.01% | 849 |
|
|
2021
Q4 | $1.1M | Sell |
111,262
-14,200
| -11% | -$141K | 0.02% | 736 |
|
|
2021
Q3 | $1.51M | Hold |
125,462
| – | – | 0.03% | 598 |
|
|
2021
Q2 | $1.79M | Buy |
125,462
+28,100
| +29% | +$402K | 0.03% | 550 |
|
|
2021
Q1 | $1.41M | Sell |
97,362
-10,000
| -9% | -$145K | 0.03% | 582 |
|
|
2020
Q4 | $1.69M | Sell |
107,362
-294
| -0.3% | -$4.62K | 0.04% | 488 |
|
|
2020
Q3 | $1.63M | Buy |
107,656
+21,329
| +25% | +$324K | 0.04% | 437 |
|
|
2020
Q2 | $1.43M | Sell |
86,327
-2,611
| -3% | -$43.3K | 0.04% | 454 |
|
|
2020
Q1 | $906K | Sell |
88,938
-2,715
| -3% | -$27.7K | 0.03% | 559 |
|
|
2019
Q4 | $1.32M | Buy |
91,653
+66,963
| +271% | +$966K | 0.03% | 531 |
|
|
2019
Q3 | $392K | Buy |
+24,690
| New | +$392K | 0.01% | 881 |
|