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Patriot Financial Group Insurance Agency’s Yext YEXT Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q1 		– Sell
-600
Closed -$6K – 2277
2021
Q4 		$6K Sell
600
-450
-43% -$5.05K ﹤0.01% 1675
2021
Q3 		$13K Hold
1,050
– – ﹤0.01% 1382
2021
Q2 		$15K Hold
1,050
– – ﹤0.01% 1306
2021
Q1 		$15K Hold
1,050
– – ﹤0.01% 1221
2020
Q4 		$17K Buy
+1,050
New +$18K ﹤0.01% 1043

Other funds holding YEXT

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
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Patriot Financial Group Insurance Agency's YEXT Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of Yext (YEXT) in Q1 2022, closing a stake of 600 shares — an estimated $6K sold.

Patriot Financial Group Insurance Agency first reported a position in YEXT in Q4 2020 and held it in 5 quarters. The position peaked at $17K in Q4 2020. 178 funds tracked by Wall St. Rank hold YEXT as of Q1 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Yext position as of Q1 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 600 Yext shares in Q1 2022, an estimated $6K.
  • Patriot Financial Group Insurance Agency first reported a position in Yext in Q4 2020 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's Yext position peaked at $17K in Q4 2020.
  • 178 funds tracked by Wall St. Rank held Yext as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.