OWM
YELL

Orgel Wealth Management’s Yellow Corporation Common Stock YELL Stock Holding History

Orgel Wealth Management’s Portfolio YELL Stock Details YELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-25,000
Closed -$42K – 54
2020
Q1 		$42K Buy
+25,000
New +$54.7K 0.02% 40

Other funds holding YELL

FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RA
Rovida Advisors Fort Lauderdale, Florida $116M AUM 12.52% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Orgel Wealth Management's YELL Position: Q2 2020 in Review

Orgel Wealth Management sold out of Yellow Corporation Common Stock (YELL) in Q2 2020, closing a stake of 25,000 shares — an estimated $42K sold.

Orgel Wealth Management first reported a position in YELL in Q1 2020 and held it in 1 quarter. The position peaked at $42K in Q1 2020. 77 funds tracked by Wall St. Rank hold YELL as of Q2 2020.

  • Orgel Wealth Management reported no remaining Yellow Corporation Common Stock position as of Q2 2020 after selling out during the quarter.
  • Orgel Wealth Management sold 25,000 Yellow Corporation Common Stock shares in Q2 2020, an estimated $42K.
  • Orgel Wealth Management first reported a position in Yellow Corporation Common Stock in Q1 2020 and held it in 1 quarter.
  • Orgel Wealth Management's Yellow Corporation Common Stock position peaked at $42K in Q1 2020.
  • 77 funds tracked by Wall St. Rank held Yellow Corporation Common Stock as of Q2 2020.

Based on Orgel Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.