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Optimum Investment Advisors’s Yeti Holdings YETI Stock Holding History

Optimum Investment Advisors’s Portfolio YETI Stock Details YETI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-500
Closed -$46K – 930
2021
Q2 		$46K Buy
+500
New +$43.4K 0.01% 526
2021
Q1 		– Sell
-750
Closed -$51K – 966
2020
Q4 		$51K Buy
+750
New +$44.4K 0.02% 479
2020
Q1 		– Sell
-207
Closed -$7K – 962
2019
Q4 		$7K Hold
207
– – ﹤0.01% 821
2019
Q3 		$6K Buy
+207
New +$6.28K ﹤0.01% 873

Other funds holding YETI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Optimum Investment Advisors's YETI Position: Q3 2021 in Review

Optimum Investment Advisors sold out of Yeti Holdings (YETI) in Q3 2021, closing a stake of 500 shares — an estimated $46K sold.

Optimum Investment Advisors first reported a position in YETI in Q3 2019 and held it in 4 quarters. The position peaked at $51K in Q4 2020. 444 funds tracked by Wall St. Rank hold YETI as of Q3 2021.

  • Optimum Investment Advisors reported no remaining Yeti Holdings position as of Q3 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 500 Yeti Holdings shares in Q3 2021, an estimated $46K.
  • Optimum Investment Advisors first reported a position in Yeti Holdings in Q3 2019 and held it in 4 quarters.
  • Optimum Investment Advisors's Yeti Holdings position peaked at $51K in Q4 2020.
  • 444 funds tracked by Wall St. Rank held Yeti Holdings as of Q3 2021.

Based on Optimum Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.